Key Points in Valuing Profits Interests
Profits Interests are valued as options, and when estimating their fair value consider the total equity framework, including vesting interests.
Pay vs. Performance Disclosure Requirements: Expected term of option grants, simple or not?
Addressing the challenge of developing and supporting the expected term used in the Black-Sholes Option Pricing Model to determine fair value of grants to PEOs and NEOs.
Valuation and Deal Outlook
In the year ahead, we expect dealmakers will not keep M&A on the sidelines as they continue shaping transformative deals, long-term success, and positioning to thrive in a rapidly changing, competitive market space.
SEC Requires Pay-Versus-Performance Fair Value Disclosures
Public company filer disclosures must provide added color on the full scope of executive compensation packages, changes in fair value of equity awards issued principal and named executive officers.
A Rule Change 50 Years in the Making is Still Raising Questions for Fund Directors
VRC and Eversheds Sutherland discuss questions fund boards are asking as they implement the new valuation rule.
Charles Chen
Mr. Chen specializes in the valuation of stock compensation, options, derivatives, and complex securities. He has extensive experience performing Monte Carlo simulation to estimate the…
Kevin Gawron
Mr. Gawron is part of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, and business enterprises for financial reporting purposes.…
Cheryl Cheng
Ms. Cheng specializes in portfolio valuation of private assets including credit, equity, and infrastructure. She has performed valuations along the capital structure from credit to equity,…
Akshay Arora
Mr. Arora specializes in the valuation of stock compensation, options, derivatives, and complex securities. Along with providing valuation services, Akshay Arora also has extensive experience…
Oleg Pesterev
Mr. Pesterev specializes in valuing complex securities including options, warrants, preferred stocks, convertible bonds, debt, contingent considerations, and commodity instruments for financial reporting and tax…