David Shadlock
Mr. Shadlock specializes in valuation of private credit and private equity securities. He has significant experience with BDC portfolio valuation, quantification of damages, and complex…
Structured Risk Transfers: Market Growth and Valuation Considerations
An overview of U.S. structured risk transfer market growth, private credit interest, and the valuation considerations of SRT credit‑linked notes.
VRC’s John Czapla and Parag Patel Featured in Private Funds CFO
Semi-liquid evergreen funds require faster valuation timelines and disciplined processes to ensure marks remain supportable as new information emerges.
Building Scalable Private Funds: Strategic Insights on 3(c)(1) and 3(c)(7) Exemptions
Explore the key differences between 3(c)(1) and 3(c)(7) private fund exemptions, including investor eligibility, fund limits, and implications for fund sponsors.
The Shift to Daily Valuations: Trends, Drivers, and Best Practices
Daily valuations are becoming essential as fund structures evolve and investors demand greater transparency.
James Brandolini
Mr. Brandolini is a member of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, and business enterprises for tax and…
William Greenfield
Mr. Greenfield is a member of the portfolio valuation group. He performs valuation analyses for institutional clients including hedge funds, private equity firms, and business…
Daniel Turi
Daniel Turi is a part of the portfolio valuation group specializing in valuations of privately held debt and equity securities, and business enterprises for tax…
Sarit Rapport
Sarit Rapport is part of the portfolio valuation group. She has over 20 years of valuation experience performing business valuations, valuations of complex securities, valuations…
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…
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…
Charles Paraboschi
Mr. Paraboschi is a part of the portfolio valuation group specializing in valuations of complex and structured investments, including CLO securities, leveraged lending funds, middle…
John Czapla
Mr. Czapla has more than 25 years of experience performing business valuations, valuations of complex securities, valuations of intellectual property, and solvency and fairness opinions.…
Financial Sponsor: Hedge Fund
A shareholder of a closely-held hedge fund was not receiving the appropriate level of compensation per agreement with the controlling interest shareholder.