The new buzz phrase—”monthly valuation”—is taxing internal valuation teams and redefining relationships between fund sponsors and valuation providers.
Considering competitive market dynamics, market participants report a tightening in credit spreads since Q2 2020 and generally stable credit spreads in 2Q21.
VRC’s Rule 2a-5 Resource Guide provides the details fund managers and fund boards need to come into compliance with the SEC’s new regulations to fair value portfolio securities.
The SEC has been clear. They will continue to keep a close watch on SPAC filings and disclosures and their private targets.
Related-party transactions between PE funds and their portfolio companies are fraught with the potential to create issues between limited partners. Fairness opinions can forestall such conflicts.
High-level visual summaries of leading economic and financial indicators in major economic markets.
Fairness opinions have a critical role in mergers, acquisitions, and other corporate transactions, yet sometimes public and private companies might overlook the importance.
As the demand for transparency rises for private investment funds, the spotlight is on valuation practices, which is essential for any fund manager to understand.
VRC’s Opinion Practice Group experts answer the top questions asked about fairness opinions for financial transactions.
If your organization is considering a merger, acquisition, or disposition, the time is now to seek out the services of an independent, third-party opinion provider.