Public Companies

Publicly traded provider of technology-based solutions for government and commercial customers – including communication products and systems, intelligence solutions, and managed services

We assisted with the following projects:
  • Purchase price allocation for a multi-billion-dollar acquisition for reporting associated with ASC 805. Our analysis included the valuation of intangible assets, fixed assets, real estate, inventory, and deferred revenue for over twenty separate acquired subsidiaries.
  • Impairment testing associated with goodwill and long-lived assets for a major reporting unit as part of reporting for ASC 350 and ASC 360. This project involved the analysis of intangible and fixed assets as part of Step Two goodwill impairment procedures – and included the valuation of developed technology, customer relationships, and a trade name.
  • Valuation of over 30 interests in a variety of domestic and international subsidiaries – including operating entities, companies which own intellectual property, and sales-focused entities – for tax planning and reporting associated with corporate restructuring.
  • As part of the divestiture of certain operations, valuation of various businesses to assist with the allocation of goodwill at various dates.

Financial reporting projects reviewed by Ernst & Young

Publicly traded provider of staffing and consulting services

We assisted with the valuation of intangible assets associated with the acquisition of a business intelligence consulting firm. Assets valued included customer relationships, non-compete agreements, and a trade name.

Reviewed by PricewaterhouseCoopers

Publicly traded intellectual property licensing company

We provided an analysis of the fair value of certain components associated with a transaction – including senior secured notes and aspects associated with backstopped equity rights. Subsequent analyses involved quarterly fair value calculations associated with the senior secured notes.

Work related to initial transaction reviewed by KPMG

Publicly traded provider of digital promotions

We assisted with the valuation of stock options utilizing Monte Carlo simulation analysis.

Reviewed by Ernst & Young

Publicly traded developer of networking platforms

We assisted with goodwill impairment testing related to two reporting units.

Reviewed by KPMG

Publicly traded designer, manufacturer, and distributor of agricultural and infrastructure maintenance equipment

We assisted with the following projects:
  • Purchase price allocation work for an acquisition for reporting related to ASC 805. Our analysis included the valuation of the business enterprises and certain assets for four separate acquired divisions.  Assets valued included inventory, fixed assets, customer relationships, trade names / trademarks, and patents / technology.
  • Consulting to assist management with assessing goodwill impairment for over 20 reporting units.

Reviewed by KPMG

Publicly traded provider of network security solutions

We assisted with purchase price allocation work for an acquisition for reporting related to ASC 805. Our analysis included calculations related to an earn-out, developed technology, in-process research and development, customer relationships, and deferred revenue.

Reviewed by Deloitte & Touche

Publicly traded provider of e-mail and cross-channel marketing solutions

We provided several valuations for financial reporting associated with the acquisition of operations in Europe. Our analysis included calculations related to the fair value of contingent purchase price payments, an overall business enterprise valuation, and the valuation of acquired intangible assets (which included reacquired rights and customer relationships).

Reviewed by Deloitte & Touche

Publicly traded life sciences company

We assisted with long-lived asset impairment testing (with fixed assets as the primary asset) for compliance with ASC 360.

Reviewed by PricewaterhouseCoopers

Publicly traded telecommunications service provider

We assisted with the valuation of intangible assets (subscribers and wireless licenses) and fixed assets associated with a joint venture.

Reviewed by PricewaterhouseCoopers

Publicly traded communications equipment company

We assisted with the following projects:
  • Purchase price allocation work for three acquisitions for reporting related to ASC 805. For two acquisitions, we also developed intangible and fixed asset values for each of the target's major international entities for tax reporting purposes.
  • Consulting related to the values associated with certain intellectual property contributed to a joint venture.
  • A valuation analysis for tax reporting purposes in conjunction with the transfer of assets among certain legal entities.

Financial reporting projects reviewed by Ernst & Young

Publicly traded mobile voice and data communications provider

We assisted with the valuation of an interest rate cap utilizing the Black-76 model for financial reporting purposes.

Reviewed by Crowe Horwath

Publicly traded developer of integrated circuits for digital entertainment products

We valued non-competition agreements related to senior executives for section 280G tax reporting purposes.

Publicly traded telecommunications company

We assisted with the purchase price allocation (including the valuation of intangible and fixed assets) for a major acquisition (over $1 billion in total purchase price) for compliance with ASC 805.

Reviewed by PricewaterhouseCoopers