Financial Sponsor: Hedge Fund

A hedge fund client held convertible note in a company that restructured outstanding debt. As part of restructure, the note was exchanged for two separate Term Loans.

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,…

Best Practices for Financial Sponsors in an Age of Increasing Scrutiny

As the demand for transparency rises for private equity and hedge funds, the spotlight has been turned toward valuation practices.

Financial Sponsor: Hedge Fund

‚ÄčA shareholder of a closely-held hedge fund was not receiving the appropriate level of compensation per agreement with the controlling interest shareholder.

Valuing Carried Interests

The asymmetric nature of carried interests requires the consideration of a range of scenarios.

Fair Value Pricing: How Directors Can Avoid Material Risks

Valuation specialists must be prepared to defend the choice of valuation methodology, assumptions and judgments to those who depend on valuations.