Due diligence is at the heart of any successful deal. The resulting information is invaluable in knowing and understanding all sides and implications of a potential transaction. And, as cash investments increase, business owners and investors are placing renewed emphasis on identifying, qualifying and optimizing deals.
There are a number of strategies that create liquidity without selling the entire company or even a controlling interest. Among these strategies is the option to package and sell select assets of the company. RGL Advisors articulates issues and considerations in evaluating alternative liquidity strategies.
Professional evaluations of the fairness of an offer, known as fairness opinions, are increasingly being requested and used in private company transactions. In this paper we will explore four scenarios in middle market transactions when a fairness opinion may be recommended and differentiate a fairness opinion from other forms of valuations.
Applying predictive customer analytics across a portfolio could reap significant returns for the fund, including a significant increase in the valued of carried interest.
Intangible assets often represent a large percentage of a company’s overall value. There is both art and science to valuing intangible assets as well as knowing how to use the valuation process as a due diligence tool and to help delineate post-acquisition strategy. RGL Advisors examines the practical implications of intangible assets and their valuation […]