Valuation expertise
Equity & Securities Valuation
Thoughtful valuation of shares and securities, with attention to ownership rights, capital structure and the commercial context of each engagement.
An informed perspective
A shareholding is more than a percentage of a business. Its value also depends on the rights and economic interests it represents. We value equity shares, preference shares and other securities, considering the company's financial position, capital structure and the particular purpose for which the valuation will be used.
When this expertise matters.
- Issue and transfer of shares
- Investment and shareholder transactions
- Preference shares and debt securities
- Corporate and financial reporting requirements
Our approach.
Our work begins with the security's terms, the ownership structure and the intended use of the report. We analyse business value alongside the rights attached to each instrument. Where appropriate, we consider how different economic entitlements affect the allocation of value, explaining the relevant assumptions and limitations in the report.
A clear, useful conclusion.
The exact scope and deliverables are agreed at the outset. An engagement may include:
- Valuation of the specified securities
- Analysis of relevant instrument terms
- Documented methodology and supporting rationale
Every engagement starts with a conversation
Your next decision.
A clearer perspective.
Tell us what you’re considering.
We’ll help you understand the valuation you need.