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Organizations face formidable challenges throughout the life cycle of major transactions, including forecast and valuation support, assessment and commercial due diligence efforts, transaction structuring and analysis of strategic alternatives and ongoing post-transaction needs. Combining industry and technical expertise with market insights and transaction experience, HeliosFinancialGroup valuation experts have a proven track record of delivering sophisticated and actionable advice to clients. Management teams, boards of directors, capital markets and investors trust our objective and credible valuation opinions and advice when making strategic decisions and executing transactions.
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Valuation Services are professional services that involve estimations of value and/or the use or application of the present worth theorem to develop estimates, which generally involves the use of one or more of the commonly accepted valuation approaches to develop such estimates, indications, or analyses.
A valuation of your intangible asset portfolio is an important way of gaining an understanding of the company’s direction and also in identifying significant risks facing the business. We provide detailed valuation reports, supported by a comprehensive analysis of your business plan, financial projections, market analysis and IP portfolio, as well as benchmarking suitable industry royalty rates. Our team uses defined and well recognised methodologies for the fair market valuation of IP, incorporating NPV calculations and discounted cash flows. Our IP valuations require an understanding of the business, the wider industry, and the relevance of the IP assets to the business; these are used as a negotiation tool to help support strategic, business and investment decisions. We enable our clients to understand the assumptions made in the modelling and the methodologies, as well as the risks involved so they are well prepared for their negotiations.
Our professionals possess extensive delivery capabilities, deep financial and valuation-related knowledge and robust industry experience. Combining an integrated global approach with extensive industry experience and local knowledge, our professionals address the complex client needs and provide independent and well-supported valuations that help clients identify, measure and realise the value of their assets.
valuation service includes:
We provide our clients with the highest level of analytic excellence, insight and defensibility. Our services are used across a variety of transactions, including capital raising support, buy- or sell-side M&A efforts and distressed matters.
Lenders need the confidence to make informed lending and collateral decisions. Our valuation experts provide in-depth insight into the value of assets and businesses, including distressed situations where restructuring support may be required.
Boards of directors and special committees often need assistance with decision making, fulfilling fiduciary responsibilities and mitigating risk in executing a transaction. They engage us to render opinions and support regarding fairness and solvency issues.
Private equity firms, hedge funds and other investment managers are often required to value illiquid assets. They turn to our experts for an independent valuation, including valuations to meet financial reporting requirements under applicable fair value standards.
Organizations may face intellectual property challenges across a multitude of situations, including collateral administration, M&A efforts, financial reporting, gift and estate tax reporting, transfer pricing, litigation and distressed situations. Combining our technical and industry expertise, we routinely develop valuation opinions for intangible assets, such as intellectual property.
Attorneys and litigants often require expert testimony, damages valuation and analysis, court-ready reports and opinions, and reviewing opposing/corroborating expert reports. We successfully combine industry, technical and testimonial expertise for the benefit of our clients facing these situations.
We are well versed in delivering valuations to support financial reporting and tax requirements, including:
* Fresh start accounting
* Purchase price allocation
* Goodwill and intangible asset impairment
* Equity incentive compensation
* Estate and gift tax opinions
* Tax consolidation
* Tax cost base setting
* Executive options
Understand how to extract value from your IP and the best path to leverage its value.
Comprehensive analysis to identify the monetary value of your IP.
Increase your revenues through licensing or selling your IP.
Guidance to ensure prudent M&A transactions involving IP.
Recognized expertise for executive boards to capitalize on IP as a tangible asset.
Agile teams rostered at a healthcare client, resulting in productivity gains upwards of 3-4x
Agile teams rostered at a financial services client, resulting in productivity gains of 2-4x
Agile projects in the last 24 months, across multiple capabilities and industries
Insurance
Working closely with us, InsuranceCo took a fresh approach to data analytics, with promising early results.
Consumer Products
Using the Bain Micro-battles System®, a global beauty products company piloted three distinct strategies, resulting in a boost in retail sales.
We work with ambitious leaders who want to define the future, not hide from it. Together, we achieve extraordinary outcomes.
