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Ideas & Insights

 





Insight Article

Locking in value

Learn how private equity firms can employ valuation processes to meet both the needs of their investors and the regulators.


Insight Article

How to transfer carried interest

When it comes to estate planning, GPs would be wise to consider gifting the ownership of carried interest, and getting it properly valued.

  • Hill, Lindsay
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Video

Valuation challenge: Downward facing debt

In the final installment, the panel discusses how to value your portfolio company when its publicly traded debt is trading down.

  • Vannucci, Kevin
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Video

Valuation challenge: Doubting the last round

In this second installment, professionals explore what to do if you’ve invested in an early stage company but don’t want to use the last round of ...

  • Sanderson, Colin
  • |



Recorded Webcast

Pre IPO Tax planning considerations

This webcast discusses pre-IPO tax planning considerations tp help you navigate tax issues associated with the IPO process and achieve an optimum ...

  • Burquest, Patti
  • |

Portfolio Valuation

Robust, timely valuations for BDCs, private equity firms, registered investment advisors.