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Context
 
  • Our client, an investment fund, plans to involve management in the development and value creation of the company as part of an LBO project and intends to issue preference shares in this context.
Financial Valuation / Financials Instruments / Business Case - Management Package
customer requirements
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  • A private equity fund has commissioned NG Finance to value its preferred shares. The analysis takes into account the intrinsic risk assumed by a third party when subscribing to these financial instruments. This risk is composed, among other things, of reduced liquidity, the characteristics of the financial instrument and the total absence of a value guarantee.
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  • The results of our valuation are used, among other things, to assist our customers in determining the subscription price of the preference shares, which is subsequently paid by the executives concerned. In addition, a reclassification of wages and salaries by the local tax authorities can also be prevented.
Our strength
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  • An independent company specialized in the field of valuation.
  •  A team with extensive and proven experience in independent valuation.
  • Regular publication of articles in professional journals and organisation of conferences in cooperation with various law firms.
  • An alternative to the BIG 4.
Approach
 
  • Our services include the following steps:
    •    Analysis of the conditions of financial instruments;  
    • Knowledge of the financial conditions of the transaction (use of funds - source of funds);
    •  Modelling of potential gains according to defined performance criteria;
    •  Determination of the valuation framework;
    •  Determination of a range of values using the most appropriate valuation methods (B&S, Monte Carlo, etc.);
    • Preparation of a detailed report, including an explanation of our results.
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