VRC’s professionals provide a full-range of quality, supportable valuation services. Areas in which we deliver superior expertise, focus and technical competence include alternative asset valuations for portfolios with illiquid securities, level 3 assets and other hard-to-value securities, complex securities, fairness and solvency opinions, financial reporting valuation analyses and tax, compliance and planning requirements.

Alternative Asset Valuations

Complex Securities & Portfolio Valuation Services for Illiquid, Hard-to-Value Securities

Complex Securities

Valuations for complex instruments such as options, warrants, convertible bonds, contingent consideration, preferred & common stock

Fairness & Solvency Opinions

Transaction Opinion Analyses to Ensure Fairness & Financial Adequacy

Financial Reporting Valuations

Valuations to make confident decisions & support evolving financial reporting standards

Portfolio Valuations

Valuations for all types of hard-to-value illiquid or non-marketable securities including level 3 securities, loans, bonds, equity & structured products

Tax, Compliance & Planning

Consulting & planning services to meet tax reporting & compliance needs

Perspectives

Your single-source for informative updates and thought leadership on valuation industry insights, trends and changes, regulatory and legislative updates, and financial and tax reporting impacts.

Industry Update: IT Government Contracting

Download VRC’s newest IT Government Contracting industry update to reveal updated market data, earnings themes, EBITDA multiple trends, notable deals and more.

Q3 2023 European Private Market Update

While the European private debt market faces heightened competition, deal flow is expected to improve in 4Q 2023 and early 2024 as market participants anticipate and more accessible fundraising environment and improving market conditions.

Navigating the Choppy Waters of Private Equity

When looking at 2023’s PE landscape, the turbulence is clear. In exploring key trends, challenges and strategic shifts, we note that industry players are resiliently charting a course forward.

Decoding SEC Guidance: Pay Versus Performance Disclosure Requirements

Unlock the complexities of the SEC’s Pay vs. Performance Disclosures to seamlessly navigate the regulatory landscape and set the stage for a confident proxy season.

VRC Sheds Light On How Private Lenders Handle OIDs

Survey of BDCs, other credit funds reveals most loan discounts are amortized, but in some cases are treated as fees and booked as income.

How Private Lenders Treat Discounts on New Loans

Through an informal survey, VRC identified a discernible preference for treating the OID as incremental yield consideration and amortizing it over the life of the loan, though that approach is by no means uniform.