Year in review.

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

bardi x.
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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. 

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bq3.

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. 

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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.

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Sylvia Blount

Vice President

Peter Jean-Francois

Associate

Jian Zhou

Senior Analyst

Michael Isaev

Quantitative Analyst

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