Year in review.

2019 has been quite the year for us. Explore our best moments and  stay connected to learn about our new initiatives.

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bardi x.

After years of research and development, we have launched Bardi X, our enterprise valuation platform. Bardi X allows business owners and private equity funds to monitor their companies’ value on a monthly basis. 


Our sister company, Bardi Capital Management, has launched BQ3 a fund focused on Merger Arbitrage. BQ3’s investment objective is to achieve consistent positive returns that are competitive when compared to the  overall market, but at a relatively lower risk. Merger arbitrage opportunities are analyzed from a financial perspective, as well as from a corporate governance and regulatory standpoint. The target fund size is $100 million. 


We work alongside institutional investors including private equity and debt funds, venture capital firms, and family offices worldwide. This year alone, Bardi Co. expanded its investors network by 1,000+ funds through roadshows and conferences.

investors network expansion.
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team promotions.

2019 has been an outstanding year for Bardi Co. and showed the result of our teamwork. As a recognition of their contributions to the firm, we are pleased to announce the promotions of Sylvia Blount, Peter Jean-Francois, Jian Zhou, and Michael Isaev.


Sylvia Blount

Vice President

Peter Jean-Francois


Jian Zhou

Senior Analyst

Michael Isaev

Quantitative Analyst

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