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.

Our Team

Katita Palamar, CFA

Co-founder, Managing Director

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 Farrell

Co-founder, Managing Director

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 Chong, CPA

Vice President

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 Haris

Analyst

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 Phillips

Analyst

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 Hettinger

Analyst

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

Patrick Borer

Analyst Intern

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

Patrick is currently attending Texas Christian University with a focus on Finance.

Mary Landry

Analyst Intern

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

Mary is currently attending Vanderbilt University with a focus on Economics.

Josh Coronado

Analyst Intern

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

Josh is currently attending Southern Methodist University with a focus on Finance and Economics.

Our Values

Focus

We are in business to get better analysis into the hands of private equity investors. We measure our effectiveness by exceeding client expectations on work product, responsiveness, and relationship profitability.

 

Independence

We operate free from conflicts which gives us tremendous freedom to develop unbiased analysis and provide truly objective advice. Our insights are straightforward, honest, and reliable.

 

Rigor

We take great pride in producing the industry’s most in-depth analytical solutions and seek to bring increased transparency to a historically opaque asset class.

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