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Financial Institutions Valuation

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Financial reporting requirements, lending arrangements and financing transactions require reliable financial data. Our valuation professionals are experienced providing a range of valuation services to help financial institutions with their reporting and their decision-making. We have experience with a wide array of illiquid, complex and hard-to-value assets and financial instruments, which helps us perform services including:

  • Portfolio valuation and fair value reporting under ASC Topic 820
  • Purchase price allocation under ASC Topic 805
  • Goodwill and intangible asset impairment under ASC Topic 350
  • Fairness opinions at the single asset, group of assets and general partner and limited partner transaction level
  • Solvency opinions
  • Litigation support, including fraudulent conveyance, breach of contract/warranty, bankruptcy and reorganization, economic loss/damages, infringement and lender liability

Discover how our leading edge valuation modeling combined with relevant transactional and real-time market data deliver insightful and defensible valuation opinions and reports.

Recent Financial Institution Valuation Experience

  • Provided a fairness opinion for complex management buyout of publicly traded Registered Investment Advisor.
  • Provided a fairness opinion to a provider of credit-based insurance and financial services in conjunction with a proposed rights offering.
  • Performed a purchase price allocation for a provider of real-time information and transaction data to the financial services industry.
  • Determined the value of a specific interest in a pool of securitized receivables
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