Dwight Grant

In his role as Senior Advisor to VRC, Mr. Grant advises VRC and clients on the valuations of financial instruments, derivatives, and complex securities related…

Private Credit Players Taking AICPA Guidelines, Growing Market Pressures In Stride

Market participants embrace best practice guidance, adjust policies accordingly. But the AICPA’s best practices are not without challenges and intricacies for the private debt and private credit professional.

Valuing Private Equity & Private Debt

Private equity and private debt investors are acutely focused on new AICPA Guidance that recommends a “calibration” approach for valuing private securities.

Accounting Today Features John Czapla, Paul Balynsky

Czapla to Accounting Today: “Don’t expect any drastic changes in the guide when it’s finally released.”

Private Equity & Venture Capital Valuations

How did a roomful of credit managers learn to stop worrying and love the AICPA Private Securities Valuation Guide?

What’s Ahead for Private Equity?

As seen in the Jan. 2019 issue of Mergers &  Acquisitions magazine, Jeff Miller discusses potential expected trends for PE firms in 2019.

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…