Transactions, information memoranda and flotations

Transactions, information memoranda and flotations

We have no financial interest in structuring transactions. We are independent experts acceptable to Sponsors, Nomads, the Takeover Panel and Stock Exchange for Yellow (etc) Book instructions and international accountancy firms.

Valuation work in the latter category required a letter for the prospectus to Powernet Telecom’s float of its subsidiary Powerten following the announcement by Plc of the acquisition of Powerten for the consideration of shares in Powernet.

We take pride in our abilities and successes in assisting deal makers structuring complicated and unique transactions.

"We have used Valuation Consulting over a number of recent projects including valuing IP based companies for a novel form of funding. We have found them commercial, responsive, and easy to work with, and are delighted that they are retained on these projects.” - International Law Firm Latham & Watkins April 2014.

Healthcare Enterprise Group’s acquisition of L&P - MCC Inc and admission to AIM were difficult valuations subject to lengthy and successful scrutiny by the Takeover Panel.

Many valuations are conducted to assist company sales, sales of shareholdings, joint ventures and collaborative arrangements between academia and business, for example San - Ei of Japan and the University of South Wales.

There can be no exhaustive list of our services in the corporate finance field. Valuation is fundamental to: Mergers and Acquisitions, Venture and Development Capital, Business Strategies, MBO's and MBI's, Resolutions and ADR Stock Exchange Transactions Flotations.

The new Inland Revenue rules concerning the valuation of earn-outs where a former owner continues working for the business require much attention.

We have prepared Offer Document Reports pursuant to the requirements of Chapter 20 (Scientific Research Based Companies) of the Stock Exchange Listing Rules. Offer Document Reports are normally published in the Offer Document and would address such as the merits of the company’s products, the company’s business plan including the critical path and timescale to commercial exploitation and any projections of the market potential for the company’s products. We also explore the risk factors which may effect the company’s business plan. The IPO of Lidco is an example.

The importance of IP valuation and exploitation is acknowledged by brokers and investment banks when they are providing advice to clients in M&A situations or when raising capital.

Valuations are required of private equity for public accounting purposes. We have considerable experience of the complexities in valuing carrying interests. Our work for Prudential and Nippon Gohsei is well documented.


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