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…
A technology company was purchased by large private equity investor. With the purchase price set, the new entity was capitalized with debt and three different types of equity securities.
Nuanced securities typically contain options and market conditions that alter cash flows over the life of the security and raise valuation challenges.
Valuation specialists must be prepared to defend the choice of valuation methodology, assumptions, and judgments to those who depend on valuations.