Private Equity Trends: Valuation’s Rising Role in PE’s Drive for Deals

Portfolio Valuation practice leader, John Czapla, offers a new view on private equity client trendsĀ and brings pre-audit season considerations to the forefront.

Convertible Notes Valuation

The valuation challenge with a hybrid security is to consider both the equity and debt components in a combined framework – this challenge is not without its tradeoffs.

Kevin Rowley

Mr. Rowley is a part of the portfolio valuation group specializing in valuations of complex investments, including residential mortgage investments, venture capital, privately-held debt securities,…

Mercedes Falcon

Ms. Falcon has extensive experience in business valuation for financial and tax purposes, project management and corporate finance. Prior to joining Valuation Research, Ms. Falcon…

Michael Park

Michael Park is a part of the portfolio valuation group specializing in the valuation of illiquid securities, including privately-held equity securities, fixed income securities, various…

Ryan MacLean

Mr. MacLean is a part of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, CLO equity securities, and business enterprises…

AICPA Guidance for Valuing Complex Equity Capital Structures

Rob Barnett discusses the AICPA’s updated guidance to its original Practice Aid regarding the valuation of equity securities of privately-held companies.