Private Equity

Private equity-owned marketing services firm

We assisted with the following projects:
  • Purchase price allocation work for two acquisitions for reporting related to ASC 805. Our analysis included the valuation of backlog, customer relationships, and trade names, as well as calculations related to contingent consideration for one acquisition utilizing a Monte Carlo simulation model.
  • Goodwill impairment testing for one reporting unit for compliance with ASC 350.
  • Impairment testing related to indefinite-lived trade names.
  • Valuation of equity units for compliance with ASC 718.

Reviewed by KPMG

Private equity firm specializing in investments in middle market companies

We assisted with the valuation of intangible assets related to three acquisitions for reporting related to ASC 805 (Private Company Council option). The acquired companies were involved in providing research and analysis associated with specialized financial and legal data. Assets valued included trade names/brands and content-related intellectual property.

Reviewed by BDO USA, LLP

Private equity-owned pharmaceuticals company

We assisted with the following projects:

  • Purchase price allocation work for three acquisitions for reporting related to IFRS 3. Purchase prices ranged from $90 million to over $2 billion, and our analyses involved the valuation of intangible assets, inventory, and contingent consideration.
  • Impairment testing related to over 20 previously acquired products.
  • Goodwill impairment testing related to three cash generating units (one based in the U.S. and two based in Europe) for reporting related to IAS 36.

Reviewed by Deloitte & Touche

Producer and distributor of tea products

We assisted with the following projects:

  • Valuation of intangible assets associated with the company’s acquisition by a private equity firm. Assets valued included the company’s brand, channel and customer relationships, and proprietary tea recipes/blends.
  • Consulting and valuation associated with an executive’s equity grants.

Private equity firm

As part of an acquisition, we valued the operations of an events and marketing business for financial reporting purposes. Our analysis included the valuation of the business enterprises associated with two subsidiaries, as well as the related intangible assets (including customer relationships and trade names).

Reviewed by Grant Thornton

Private equity-owned digital media provider

As part of an acquisition, we valued archival imagery for financial reporting purposes.

Reviewed by Deloitte & Touche

Private investment firm

We assisted with purchase price allocations for multiple targets involved in entertainment and design/licensing, including a major designer of clothing, t-shirts, and other products. Assets valued included trademarks and trade names and license agreements.

Reviewed by PricewaterhouseCoopers

Private equity firm which owned a winery in the Napa Valley

We valued a variety of assets related to the subject winery for tax planning and reporting purposes, including the winery’s appellation as well as various property and equipment assets.