Appraisals for Private Equity & Hedge Funds

Appraisal Economics provides valuation services for leading private equity firms and hedge funds, including AEA Investors, Ares Management, Audax Group, Berkshire Partners, Blackstone Group, Carousel Partners, Golden Tree Asset Management, Guggenheim Partners, Kohlberg Kravis & Roberts, Libremax Capital, Marathon Asset Management, Pershing Square Capital Management, and Senator Investment Group, among others.

Experience

We perform a wide range of services for our clients in the private equity and hedge fund industry, including:

  • Valuing limited and general partner interests
  • Valuing incentive fee and carried interests
  • Valuing management company interests
  • Portfolio company valuation
  • Purchase price allocations
  • Goodwill impairment testing
  • Solvency opinions
  • Fairness opinions
  • Option, performance award, and complex securities valuations

Recent Valuation Projects

Some of our recent projects have been to:

  • Provide expert witness services in a jury trial regarding the value of the management fees and carried interest in multiple private equity funds
  • Value the management company and general partner of a Brazilian hedge fund created by the President of The Central Bank of Brazil
  • Conduct a fair market valuation of a private equity firm investing in privately held companies in the Russian Federation, for gift and estate tax planning purposes
  • Provide a solvency opinion for a footwear accessories company’s recapitalization
  • Determine the fair market value of an interest in a holding company whose assets consist of investments in 11 hedge funds and 7 private equity funds
  • Value the general partner and management company of a start-up hedge fund that quickly achieved $4 billion of assets under management for gift and estate tax planning purposes
  • Allocate a private equity firm’s purchase price among the financial, tangible and intangible assets of a major pulp, paper, and containerboard manufacturer
  • Analyze the business of a large international hedge fund on various dates, to determine the value of ownership interests for the admission of new partners
  • Determine the fair value of carried interests in a firm that invests in real estate assets leased through the U.S. General Services Administration
  • Provide a fairness opinion to the board of directors of an international cosmetics company, for the sale of preferred stock
  • Conduct a fair market valuation analysis of a Cayman Islands exempted limited company, for charitable donation purposes
  • Determine the value of revenue share interests and incentive fee interests in an established hedge fund business for litigation support purposes
  • Perform goodwill impairment testing on a leading manufacturer of highly engineered building materials, which included both Steps I and II

Services

Appraisal Economics provides valuation services related to:

Contact Us

Appraisal Economics has provided valuation services for clients in the private equity and hedge fund industry for over 25 years.  We understand the intricacies of this industry and are equipped to handle your particular needs.  Please contact us or call +1 201 265 3333 for more information.