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

About Us

Welcome to LP Analyst

When we started LP Analyst, our mission was simple:

“Build a firm focused on building essential private asset solutions driven by better data and more advanced analytics in order to help support our clients’ missions.”

Today, LP Analyst is the leading source of independent private asset Monitoring Data and Analytics, Diligence and Active Management solutions and serves a client base of more than 100 sophisticated institutional investors.

Our team looks forward to helping you tackle your next private asset 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

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

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

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

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

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

Kyle holds a BBA from The University of Texas at Austin in Finance with a minor in Accounting.

kblair@lpanalyst.com
+1 214.814.0850

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

Collin graduated summa cum laude from Baylor University with a BBA in Finance, Entrepreneurship & Corporate Innovation and is a Level II CFA Candidate.

cnewman@lpanalyst.com
+1 214.814.0850

What our clients say about us

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