Software-as-a-service company which had a Q4 2016 IPO

We assisted with the following projects:
  • Valuation of common stock in conjunction with ASC 718 / Section 409A reporting (at various valuation dates prior to the planned IPO).
  • Valuation of warrants with anti-dilution triggers and debt with change-in-control provisions.

Reviewed by PricewaterhouseCoopers

National operator of membership-based primary care practices

We assisted with the valuation of intangible assets related to the acquisition of a company which developed a health-related, mobile app. Assets valued included developed technology, customer relationships, non-competition agreements, and a trade name.

Reviewed by PricewaterhouseCoopers

Publicly traded data analytics and software-as-a-service company

We assisted with the following projects:
  • Analysis of complex equity awards requiring sophisticated valuation techniques, including Total Shareholder Return equity awards using Monte Carlo simulations.
  • Analysis of values associated with over ten reporting units as part of goodwill impairment testing.
  • Valuation of an earn-out associated with a pending division divestiture for tax reporting purposes.

Reviewed by KPMG

Privately held mobile gaming company with studios in several cities

We assisted with the valuation of an earnout/contingent consideration and intangible assets associated with the acquisition of a mobile game developer. Our analysis associated with the earnout considered a Monte Carlo framework, and intangible assets valued included developed technology, in-process research and development, a user base, a non-compete agreement, and a trade name.

Reviewed by PricewaterhouseCoopers

Developer of customer service software solutions for public agencies

Valuation of the company’s common stock for reporting associated with Section 409A.

Developer of an online platform to develop, deploy, and host websites

We valued intellectual property which was contributed by an executive as part of his E-2 Visa investment requirements. Our analysis was successfully approved by the U.S. consulate in the European country which reviewed the client’s Visa application.

Developer of cloud computing and systems software

We assisted with a purchase price allocation for an acquisition. Our work included valuation calculations related to an earn-out and acquired technology.

Reviewed by Deloitte & Touche

Publicly traded worldwide developer, marketer, publisher, and distributor of interactive games

We assisted with the following projects:

  • As part of the acquisition of a developer of online games, we estimated a range of values related to certain aspects of the target’s business as part of tax reporting associated with regulations in Korea.
  • Analysis of marketability adjustments related to a restricted stock investment in an international company for tax reporting purposes.

Large, privately-held software company

We assisted with the valuation of an embedded derivative related to corporate debentures issued by the company.

Reviewed by Deloitte & Touche