FROM THE DESK OF
INTRINSIC’S EXPERTS

// FEATURED POST

09 Nov 2021

STRUCTURING DEALS – EARNOUTS & ROLLOVER

In today’s hot Mergers and Acquisitions (M&A) market, deal negotiations have become increasingly more competitive. Earnouts and contingent rollover equity can be effective tools for bridging the valuation gap, sharing risk between the buyer and the seller, and addressing key person exposure. This article discusses key considerations when structuring earnouts and contingent rollover equity as…

READ MORE

Recent Posts

Valuing Private Equity Interests

Launch of Estate & Gift Tax Valuation

Portfolio Valuation During Uncertain Times

All Posts

STRUCTURING DEALS – EARNOUTS & ROLLOVER

In today’s hot Mergers and Acquisitions (M&A) market, deal negotiations have become increasingly more competitive. Earnouts and contingent rollover equity can be effective tools for bridging the valuation gap, sharing risk between the buyer and the seller, and addressing key person exposure. This article discusses key considerations when structuring earnouts and contingent rollover equity as…

Valuing Private Equity Interests

Valuing Private Equity Interests Steps in valuation of GP and LP interests in Private Equity Funds, and why the capital account balance is not always a reliable indication of the value of the interest. When valuing general partner (GP) and limited partner (LP) interests in private equity funds, specifically those in the early stages, a…

Launch of Estate & Gift Tax Valuation

Intrinsic is a highly collaborative team of financial experts, providing expertise on valuation and transaction advisory matters, focused exclusively on the unique needs of the high net worth, family office, and private equity clientele. Members of the firm joined from roles in not just Big 4 accounting and large, international valuation firms, but also private…

Portfolio Valuation During Uncertain Times

The COVID-19 outbreak contributed to market volatility initially causing substantial declines in market capitalization for public companies and potentially negatively impacting companies’ financial performance through supply chain and production disruptions, workforce restrictions, travel restrictions, reduced consumer spending and sentiment, among other factors. Given the heightened degree of uncertainty, we have had some insightful conversations with…

Goodwill Impairment With Uncertainty of COVID-19

The World Health Organization (WHO) announced that COVID-19 (also known as coronavirus) officially became a pandemic on March 11, 2020. This outbreak has contributed to market volatility causing substantial declines in market capitalization for public companies and potentially negatively impacting companies’ financial performance through supply chain and production disruptions, workforce restrictions, travel restrictions, reduced consumer…

IRC 409A – COVID-19 Update

PRIVATE COMPANIES: IS NOW A GOOD TIME TO ISSUE STOCK OPTIONS? COVID-19 (also known as coronavirus) officially became a pandemic on March 11, 2020. This outbreak has caused significant market volatility and substantial declines in market capitalization for public companies. The effects have taken a toll on many private businesses as well, potentially causing negative…