Securities & Financial Assets
Valuation of businesses, equity and debt securities, intangible assets, intellectual property, and complex instruments.
Independent Valuation Expertise.
We apply rigorous technical analysis and informed judgement to consequential financial decisions, delivering independent, transparent, and defensible valuation conclusions.
Areas of Expertise
Expertise across businesses, financial interests, and physical assets.
Tangible Assets
Valuation of plant, machinery, specialised equipment, infrastructure assets, and other physical assets.
Real Estate
Valuation of commercial, residential, industrial, hospitality, infrastructure-linked, and development assets.
Purposes
Valuation shaped by its intended use.
Transactions & Investment
Inform acquisition, disposal, investment, and shareholder negotiations through an independent assessment of value.
Financial Reporting
Support relevant fair value measurements, purchase price allocations, and impairment assessments.
Portfolio & Investor Reporting
Assess private investments and ownership interests for periodic reporting and portfolio review.
Ownership & Restructuring
Establish a valuation basis for shareholder changes, internal transfers, and corporate reorganisations.
Disputes & Proceedings
Assess contested values and examine the methods, evidence, and assumptions underlying competing positions.
Tax & Regulatory Requirements
Address valuation requirements for the relevant jurisdiction, purpose, and applicable regulatory framework.
Our Approach
Purpose-led analysis. Reasoned conclusions.
Establish the Valuation Framework
Define the subject interest, valuation date, purpose, basis of value, and relevant assumptions.
Examine the Value Drivers
Analyse financial performance, forecasts, asset characteristics, contractual rights, and market evidence, as applicable.
Apply and Challenge the Analysis
Select appropriate methods, test material assumptions, and assess sensitivities and alternative indications of value.
Present the Conclusion
Explain the valuation outcome, supporting rationale, material judgements, and limitations in a report aligned with the engagement.
Selected Perspectives
Beyond the Multiple: Assessing Business ValueWhy the multiple is just a starting point?
A valuation multiple can be a useful reference point, but it is not a valuation...
Read More →Intangible Assets:Why it is important to understand the value beyond the balance sheet?
Many of the most valuable assets in a modern business do not appear on its...
Read More →Valuation Begins with PurposeWhy is it important to define the purpose clearly?
A valuation is meaningful only when the question it answers is clearly defined. Its intended...
Read More →Discuss a Valuation Requirement
Discuss the valuation purpose, subject assets, and reporting requirements to establish an appropriate scope of work.
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