Contact us at (214) 814-0850 or info@lpanalyst.com

About

Welcome to LP Analyst

When we started LP Analyst, our mission was simple: Build a firm focused on essential private equity solutions driven by better data and deeper analysis.

Today, LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community and works with dozens of the industry’s most prominent institutional investors and fund managers.

Our Diligence, Monitoring, Valuation and Consulting solutions are unmatched.

We look forward to helping you meet your next private equity related challenge.

Katita is a founding partner of LP Analyst and is responsible for firm strategy and product development.

Previously, Katita was co-head of Cogent Partners’ research business unit.  Katita has over 12 years of private market advisory experience focused on investment monitoring and due diligence and has monitored over 1,000 unique funds totaling $35B in commitments and overseen diligence on over 150 investment opportunities resulting in $10B in client commitments.

Katita began her career at Goldman Sachs and specialized in fixed income securitization. Katita graduated summa cum laude with a BS in Mathematical Economics from Wake Forest University and is a CFA Charterholder.

kpalamar@lpanalyst.com
+1 214.677.5210

Bill is a founding partner of LP Analyst and is responsible for setting firm strategy and relationship development.

Previously, Bill was co-head of Cogent Partners’ research business unit. Bill has over 13 years of private market advisory experience focused valuation.  Bill has overseen valuation services on over 1,500 investments supporting more than $20B in internal transfers, fairness opinions, secondary sales, audit opinions and other value assessments.

Bill began his career as part of Bear Stearns’ investment banking division where he worked on public and private debt and equity offerings, as well as mergers and acquisitions. Bill holds a BA in Finance and a minor in Spanish from The University of Texas at Austin.

bfarrell@lpanalyst.com
+1 214.629.9433

Paula is responsible for execution and oversight across all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Previously, Paula spent four years in the Audit practice at Deloitte & Touche LLP, specializing in the real estate industry. During her time at Deloitte, she was responsible for managing the financial statement audits of a leading real estate investment trust with over $2 billion in assets.

Paula holds an MS in Accounting and a BA in Accounting from The University of Texas at Austin. She is also a Certified Public Accountant in the State of Texas and is a Level I candidate in the CFA Program.

pchong@lpanalyst.com
+1 214.814.0850

Hiba is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Previously, Hiba was an Analyst in the transaction advisory services division of Ernst & Young in Bahrain.

Hiba holds a BBA from The University of Oxford with a focus on Management and Economics.

hharis@lpanalyst.com
+1 214.814.0850

Blake is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Previously, Blake was an Energy Consultant for Cenergistic, an energy conservation company backed by Kleiner Perkins.

Blake holds a BBA with distinction from Oklahoma State University with a focus on Finance.

bphillips@lpanalyst.com
+1 214.814.0850

Tim is responsible for supporting all aspects of the firm’s business strategy, client solutions and relationship development.

Previously, Tim was an Associate at Texas Consulting and has previous experience working in the Office of the Governor of the State of New Jersey.

Tim holds a BS from Southern Methodist University in Economics with Financial Applications.

thettinger@lpanalyst.com
+1 214.814.0850

Carmen is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Previously, Carmen had experience working as an accounting specialist at BDF Law Group.
Carmen holds a BBA with distinction from Southern Methodist University in Finance with a concentration in Risk Management and Insurance.

cbarrett@lpanalyst.com
+1 214.814.0850

Apoorv is responsible for support all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Previously, Apoorv was an Analyst in the leveraged loans team at IHS Markit, and also has experience as an Investment Analyst at Probity Advisors.

Apoorv holds a BS from the University of Texas at Dallas in Finance and is a 2019 Level III CFA Candidate.

avaidya@lpanalyst.com
+1 214.814.0850

Sam is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Sam holds a BA from The University of Texas at Austin in Economics with a certificate in Business Administration and a minor in Middle Eastern Studies.

smohkamkar@lpanalyst.com
+1 214.814.0850

Camon is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Camon holds a BBA from The University of Oklahoma with a focus on Finance and Entrepreneurship.

cwilliams@lpanalyst.com
+1 214.814.0850

Sam is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Sam holds a BS from Texas Christian University in Economics with a minor in Business.

sstoll@lpanalyst.com
+1 214.814.0850

Jacob is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Jacob graduated magna cum laude with a BBA in Finance from Texas Tech University.

jeastwood@lpanalyst.com
+1 214.814.0850

Sydney is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Sydney is currently attending NYU is pursuing degrees in both Finance and Economics and a minors in Computer Science and Mathematics.

Harrison is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Harrison is currently attending The University of Texas at Austin and is pursuing degrees in both Finance and Chemistry.

Jenny is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Jenny is currently attending Columbia University and is pursuing degrees in Economics and Computer Science.

Jack is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Jack is currently attending Auburn University and is pursuing degrees in Finance and Accounting.

Nicole is responsible for supporting all aspects of the firm’s business including private equity due diligence, risk monitoring, portfolio evaluation and fund/direct valuation.

Nicole graduated from Texas Christian University with degrees in Finance and Economics.

Innovation

We live for ingenuity and good design. We seek to build scalable analytical solutions that have the power to shape the asset class. We build serious things that matter and enjoy challenging conventional wisdom.

 

Drive

We share an infectious desire to get things done. We value a tight balance between quality and speed and believe in relentlessly pursuing best practices and always over-deliver for our clients.

 

Teamwork

We foster an open and collaborative culture where the best ideas rise to the top. Diverse perspectives, strong work ethic, and a shared passion for great analysis produce the best results for our clients.

What our clients say about us

  • “LP Analyst has supported our team on more than a dozen manager diligence assignments with their leading Diligence Pack© solution.”
  • "LP Analyst takes great care both in approach and presentation of its truly ‘best practices’ private equity analysis."
  • "LP Analyst's services go far beyond that of traditional private equity consulting firms and offer a high return on investment."
  • "LP Analyst's deep relationships and experience working with limited partners and general partners has added tremendous value to our program."
  • "LP Analyst provided invaluable consulting services focused on both our current and projected future portfolio and the setup of our overall program."
  • "LP Analyst provided our existing and prospective investors with independent, rigorous track record calculations during our last fundraise."
  • "LP Analyst helped us arrive at an appropriate market-based valuation for the family office's recent inter-generational wealth transfer."
  • “LP Analyst's detailed approach to secondary valuation proved invaluable during our recent portfolio transaction.”