AREAS OF EXPERTISE

Miterko and Associates provides trusted & valuable independent due diligence services, primarily on Alternative Investments.

•	Public and private offerings
•	Real estate
•	Energy programs
•	Private equity
•	1031 exchanges, and drilling programs
•	Preferred stock
•	Credit offerings
•	Tax-Oriented offerings such as CEs, DSTs, OZs

BD/RIA Due Diligence Outsourcing

Outsource some or all of your due diligence process to qualified, third-party experts.

•	Initial Program Screenings 
•	Program Reviews
•	Sponsor/Issuer Reviews
•	Ongoing Monitoring of Public and Private Placements
•	Custom Projects
•	Compliance Controls and Procedures Review and Audit (WSP's)

Sponsor Consulting

Improve Market Acceptance and Penetration Rates for Products Reviewed

•	We help develop the right structure, disclosures, and controls in       
         line with industry best practices to improve success in BD/RIA channels.
•	Sponsor Reviews
•	Program Structure Consulting and Recommendations
•	Position Your Company's History and Operating Strategy for Success  
•	Best Practices and Growth Path Strategies
•	Back-office Controls and Procedures

Independent Due Diligence

Verification of facts, using a process developed over 35 years of experience.

•	Unique due diligence and market risks to consider, making Client 
        business decisions much easier
•	Executive Summary of material unique potential strengths, weaknesses, 
        along with any risk mitigating factors 
•	Straightforward assessments and analyst's opinions, in writing 
•	Qualitative and quantitative assessments
•	Thorough and comprehensive research reports

Ongoing Public and Private Investment Monitoring

Investment monitoring is a time-consuming process that often falls to the back burner in favor of revenue-producing activities.

•	Actively monitor public and private offerings
•	Build monitoring files for you to access
•	Miterko Monitoring Reports (TM) summarize key performance factors


Miterko and Associates

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Miterko and Associates

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