Investment Banking Valuation Services

Expert business valuation services designed specifically for investment banking professionals. From pre-transaction analysis to fairness opinions, we provide the sophisticated valuation support your deals require.

Core Investment Banking Services

Comprehensive valuation support throughout the transaction lifecycle

Pre-Transaction Valuations

Comprehensive valuation analysis to inform deal pricing and negotiation strategy

Market approach analysis with comparable transactions
DCF modeling with multiple scenarios
Sum-of-the-parts analysis for complex structures
Strategic and financial buyer perspectives
Fairness Opinions

Independent fairness opinions for board and shareholder decision-making

Board presentation and documentation
Comprehensive valuation analysis
Market precedent research
Independence and objectivity standards
Purchase Price Allocations

ASC 805 compliant purchase price allocation support

Identified intangible asset valuations
Working capital and debt adjustments
Goodwill and bargain purchase analysis
Documentation for audit support
Deal Structuring Support

Valuation analysis to optimize transaction structure and terms

Earnout and contingent consideration modeling
Rollover equity analysis
Management incentive structures
Tax-efficient structuring considerations

Transaction Expertise

Specialized knowledge across different transaction types and structures

Strategic Acquisitions

Corporate M&A transactions and strategic investments

Key Considerations:

  • Synergy quantification
  • Integration costs
  • Strategic premiums
Private Equity Transactions

Buyouts, growth equity, and recapitalizations

Key Considerations:

  • Management rollover
  • Leverage capacity
  • Exit multiple assumptions
Public Company Transactions

Take-private transactions and public market deals

Key Considerations:

  • Market premium analysis
  • Liquidity considerations
  • Minority discounts
Distressed Situations

Restructuring and distressed asset transactions

Key Considerations:

  • Liquidation alternatives
  • Going concern assumptions
  • Recovery analysis

What We Deliver

Professional deliverables tailored to investment banking requirements

Valuation Reports

Comprehensive written reports with detailed analysis and conclusions

Board Presentations

Executive summaries and presentation materials for board meetings

Financial Models

Dynamic Excel models with sensitivity analysis and scenario testing

Market Research

Industry analysis, comparable company research, and precedent transactions

Our Process

Streamlined workflow designed for transaction timelines

1

Engagement Setup

Define scope, timeline, and deliverables

2

Due Diligence

Financial analysis and market research

3

Valuation Analysis

Multiple approaches and scenario modeling

4

Quality Review

Internal review and validation process

5

Final Delivery

Report delivery and presentation support

Ready to Work Together?

Get the valuation expertise your investment banking practice needs to close deals successfully.