Rollover Equity for Private Equity Deals

Valuation considerations for rollover equity in PE platform acquisitions.

Top 10 Drivers to Enhance Company Value

Now is an ideal time for private company owners to focus on factors that will improve their business value in the event of an opportunity to sell.

Avoiding Valuation Surprises in M&A

Not every company uses the same method for valuation. Recently, VRC and one of its key partners shared insight into their valuation “secret sauce.”

Best Practices in Accounting for M&A Transactions (Part 2)

In the second episode of VRC’s video series, we discuss non-controlling interest in private equity deals and step acquisitions.

Best Practices in Accounting for M&A Transactions (Part 1)

In the first episode of VRC’s video series, we discuss determining the purchase price allocation in the deal, earnout structures, rollover equity, non-controlling interest in PE deals, and step acquisitions.

Charles Sapnas Discusses Rollover Equity Structures in Private Equity Deals

Rollover equity is a common element of purchase consideration used by PE investors. It is also a complex structure with important valuation implications.

Leveraging MSO Structures To Infuse PE Investment In Physician Practices

Private equity investor interest in the physician practice sector has been gaining steady momentum.

Rollover Equity: Don’t Just Take It At Face Value

Several factors, including the rights and preferences of the rollover equity compared to the private equity sponsor’s shares and the sources of deal financing, have important implications for valuation.

Lucy Lee

Ms. Lee specializes in business enterprise valuations, purchase price allocations, goodwill impairment testing, and securities valuations for financial and reporting and tax purposes. Ms. Lee…

The State of Goodwill & Impairments

A video discussion about corporate goodwill, goodwill impairment, and financial analysis techniques that aid in determining if a business combination is living up to performance expectations.