Our Expertise is Further Highlighted by Industry Case Studies: Oil & Gas VRC provided a required valuation of tangible and intangible assets for a Master Limited Partnership (MLP) client in support of a purchase price allocation. There were no detailed fixed asset records; VRC needed to overcome significant data limitations. Professional Services VRC was asked by the attorneys representing the seller to provide multiple common stock valuations on a retrospective basis that would withstand a Big 4 audit review under tight deal closing deadlines. Technology A private equity sponsored cloud based provider of manager content, enterprise lending services granted certain management incentive units to participating executives, as compensation to incentivize management performance. Financial Sponsor: Hedge Fund A hedge fund client held convertible note in a company that restructured outstanding debt. As part of restructure, the note was exchanged for two separate Term Loans. Healthcare Property taxes were levied on only real property portion of a hospital, key to analysis was separating the value of the business ops from that of real property. Financial Sponsor: Hedge Fund A shareholder of a closely-held hedge fund was not receiving the appropriate level of compensation per agreement with the controlling interest shareholder. Consumer Products A large multinational consumer products company acquired a South American company operating in the same space. VRC was engaged to estimate the value of the PP&E and intangible assets for financial reporting purposes. Chemical A leading international producer of nitrogen products acquires a nitrogen manufacturing company requiring a valuation for allocation of purchase price according to ASC 805. Brands: Food & Beverage A leading manufacturer of branded food products engaged VRC to estimate the fair value of certain intangible assets acquired in a business combination. Automotive A client who designs, engineers, and manufactures value-added products and systems for automotive and light-vehicle manufacturers acquired an automotive components manufacturer. Manufacturing An industrial property consisting of various manufacturing machinery & equipment was a candidate for an ad valorem tax reduction. Consumer Products A brand valuation that estimated the fair value of intangible assets acquired in a business combination was needed by a personal care product company for the sale of its branded and private label products. Energy We were retained by an energy production company whose subsidiary acquired distressed energy assets from an energy & production company. In selecting a valuation methodology, we needed to consider the significant divergence in the enterprise value of the business versus the un-discounted value of the assets given the dramatic drop in commodity prices at the time. Financial Sponsor: Private Equity A technology company was purchased by large private equity investor. With the purchase price set, the new entity was capitalized with debt and three different types of equity securities. Pharmaceuticals In order to comply with Accounting Standards Codification 815 (ASC 815), an early stage pharmaceutical company asked VRC to analyze the entire convertible callable note and determine the fair market value of each of the embedded derivatives. Telecommunication We were retained by a leading provider of wireless messaging and information services to provide various valuation services for reorganization under Chapter 11 of the U.S. Bankruptcy Code. Alternative Asset Valuations Complex Securities & Portfolio Valuation Services for Illiquid, Hard-to-Value Securities Complex Securities Valuations for complex instruments such as options, warrants, convertible bonds, contingent consideration, preferred & common stock Fairness & Solvency Opinions Transaction Opinion Analyses to Ensure Fairness & Financial Adequacy Financial Reporting Valuations Valuations to make confident decisions & support evolving financial reporting standards Portfolio Valuations Valuations for all types of hard-to-value illiquid or non-marketable securities including level 3 securities, loans, bonds, equity & structured products Tax, Compliance & Planning Consulting & planning services to meet tax reporting & compliance needs Insights VRC’s Gottfried and Marsac to Present at TEI Regions 4 & 5 Annual Conference What’s the Deal With Deals? VRC Appoints Carla Nunes to Lead its Capital Markets Research Cancellation of Debt Income (CODI): Tax and Valuation Issues in Debt Restructurings 1Q 2026 Update: Middle Market Credit Spreads, Required Returns Private Company Accounting Elections and IPO Readiness: What Sponsors and CFOs Should Know
Oil & Gas VRC provided a required valuation of tangible and intangible assets for a Master Limited Partnership (MLP) client in support of a purchase price allocation. There were no detailed fixed asset records; VRC needed to overcome significant data limitations. Professional Services VRC was asked by the attorneys representing the seller to provide multiple common stock valuations on a retrospective basis that would withstand a Big 4 audit review under tight deal closing deadlines. Technology A private equity sponsored cloud based provider of manager content, enterprise lending services granted certain management incentive units to participating executives, as compensation to incentivize management performance. Financial Sponsor: Hedge Fund A hedge fund client held convertible note in a company that restructured outstanding debt. As part of restructure, the note was exchanged for two separate Term Loans. Healthcare Property taxes were levied on only real property portion of a hospital, key to analysis was separating the value of the business ops from that of real property. Financial Sponsor: Hedge Fund A shareholder of a closely-held hedge fund was not receiving the appropriate level of compensation per agreement with the controlling interest shareholder. Consumer Products A large multinational consumer products company acquired a South American company operating in the same space. VRC was engaged to estimate the value of the PP&E and intangible assets for financial reporting purposes. Chemical A leading international producer of nitrogen products acquires a nitrogen manufacturing company requiring a valuation for allocation of purchase price according to ASC 805. Brands: Food & Beverage A leading manufacturer of branded food products engaged VRC to estimate the fair value of certain intangible assets acquired in a business combination. Automotive A client who designs, engineers, and manufactures value-added products and systems for automotive and light-vehicle manufacturers acquired an automotive components manufacturer. Manufacturing An industrial property consisting of various manufacturing machinery & equipment was a candidate for an ad valorem tax reduction. Consumer Products A brand valuation that estimated the fair value of intangible assets acquired in a business combination was needed by a personal care product company for the sale of its branded and private label products. Energy We were retained by an energy production company whose subsidiary acquired distressed energy assets from an energy & production company. In selecting a valuation methodology, we needed to consider the significant divergence in the enterprise value of the business versus the un-discounted value of the assets given the dramatic drop in commodity prices at the time. Financial Sponsor: Private Equity A technology company was purchased by large private equity investor. With the purchase price set, the new entity was capitalized with debt and three different types of equity securities. Pharmaceuticals In order to comply with Accounting Standards Codification 815 (ASC 815), an early stage pharmaceutical company asked VRC to analyze the entire convertible callable note and determine the fair market value of each of the embedded derivatives. Telecommunication We were retained by a leading provider of wireless messaging and information services to provide various valuation services for reorganization under Chapter 11 of the U.S. Bankruptcy Code.
Alternative Asset Valuations Complex Securities & Portfolio Valuation Services for Illiquid, Hard-to-Value Securities Complex Securities Valuations for complex instruments such as options, warrants, convertible bonds, contingent consideration, preferred & common stock Fairness & Solvency Opinions Transaction Opinion Analyses to Ensure Fairness & Financial Adequacy Financial Reporting Valuations Valuations to make confident decisions & support evolving financial reporting standards Portfolio Valuations Valuations for all types of hard-to-value illiquid or non-marketable securities including level 3 securities, loans, bonds, equity & structured products Tax, Compliance & Planning Consulting & planning services to meet tax reporting & compliance needs
Insights VRC’s Gottfried and Marsac to Present at TEI Regions 4 & 5 Annual Conference What’s the Deal With Deals? VRC Appoints Carla Nunes to Lead its Capital Markets Research Cancellation of Debt Income (CODI): Tax and Valuation Issues in Debt Restructurings 1Q 2026 Update: Middle Market Credit Spreads, Required Returns Private Company Accounting Elections and IPO Readiness: What Sponsors and CFOs Should Know
