The SEC’s recent statement highlights increased focus on private credit valuations, disclosures, and fair value practices. See the key considerations for fund managers.

Valuation Research Corp.

Shakespeare James, CFA

Senior Vice President

Specialties:

  • Allocation of Purchase Price (ASC 805)
  • Fairness & Solvency Opinions
  • Financial Reporting Valuations
  • Intellectual Property & Intangible Assets

Tel. No. (917) 338-5609

1 Pennsylvania Plaza
Suite 2130
New York, NY 10119

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Shakespeare JamesMr. James specializes in business enterprise valuations, solvency and fairness opinions, and valuations of intangible assets.

Prior to joining VRC, Mr. James was an intern at Cogent Partners, L.P., where he performed comparable trading analysis on more than 100 portfolio companies to arrive at valuations for private equity holdings. He also completed internships at The Oberon Group, L.L.C. and Marlin & Associates, L.L.C.

Mr. James holds the designation of chartered financial analyst (CFA). In addition, he earned a bachelor’s degree in accounting from New York University, Leonard Stern School of Business.

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