Valuation and Advisory Services
SG Analytics is the leader, in valuation advisory services offering high quality and professional valuation around the globe. We have comprehensive professional valuation advisory analysts to help the clients for their customized needs.
Our valuation and advisory services provide logical and highly defensible tax compliance and financial reporting valuation support to our global clients. We help our clients with analysis across different phases of the transaction process to meet their requirements. Our valuation and advisory services support businesses from start-up to large corporations across diverse industry sectors.
Transaction structures and the need to know the value of assets have become more complex. For businesses to arrive at well informed business and investment decisions, it is necessary to tackle valuation issues. We provide auditable valuation across industries involving various levels of complexity. Our experience of performing thousands of business valuations over the years can help clients to focus on their critical business activities.
Our Valuation and Advisory Services Include:
- IRC 409A Valuation: Private company valuation for stock options issuance
- Gift and Estate Tax: Valuations of interests in closely held businesses or other securities for estate planning and gift tax
- Business Valuation: Assessment of privately held companies for corporate purposes
- Fairness Opinions: Objective analysis of a transaction or a business combination from a financial point of view
- Purchase Price Allocations (ASC 805 formerly SFAS 141R): Allocation of transaction value into tangible and intangible assets of the business under ASC 805 guidelines
- Impairment Testing (ASC 350, formerly SFAS 142R): Impairment testing of indefinite life or intangible assets under ASC 350
- Accounting for Stock Option Expenses (ASC 718 formerly SFAS 123R): Expensing of stock options expenses as per ASC 718 guidelines
- Fair Value Analysis (ASC 820 formerly SFAS 157): Valuation under ASC 820 for fair value reporting of assets
Service Delivery Methodology
Our valuation and advisory team possesses extensive valuation experience across industry sectors and life-cycle stages that give clients an optimal overview customized to their specific requirements in a cost-effective and timely manner, while not compromising on high value.
Our clients include investment banks, service firms, start-ups, private companies, among others.
At SG Analytics, our valuation and advisory support services help make the perfect decision.
Industries Where Valuation And Advisory Offerings Are Applicable:
- Investment Banks
- Service Firms
- Private companies
Calculation of Risk Weighted Assets and Capital Adequacy Ratio under Basel 3 norms for a US Bank
Calculation Risk Management for EMEA Fund
Principal Component Analysis for a Chicago based Hedge Fund
Macro economic stress testing for a mid-sized European bank on their Tier 1 Capital
Preparing detailed ICRs on 70+ small-mid cap stocks in Europe
Preparing ICRs quarterly/event based updates on 150+ large cap US/European stocks spanning 6 sectors
Preparing daily technical analysis reports for the Qatari stocks/indices
Performing analysis for fixed income asset classes, asset allocation research and fundamental credit analysis
Conducting relative value, rating analysis using cash bonds & CDS spreads, portfolio Optimisation & fundamental research
Revamping screening process and credit appraisal methodology, preparing credit notes for new obligors
Valuing hotel property, preparing information memorandum and identifying prospective buyers
Detailed M&A research on global aero-structures market
Provided due-diligence support
Preparing a detailed report on the global deal activity in the Mobile Gaming space
Preparing a comprehensive Investment Memorandum to raise funds from strategic investors through a stake sale
Converting financial models of 2000+ stocks spanning several sectors from one database to another
"We have worked with many vendors and have found SG Analytics, both the firm and the leadership, to excel in meeting our needs for several reasons. First and foremost it’s the spirit of partnership on every level of the relationship, which drove an intense collaboration allowing us to achieve what would have been difficult to do in a traditional vendor arrangement.”
"I am overall extremely pleased with SGA since we started. The analysts have shown an ability not only to do what is asked really well but also to take initiatives and come up with innovative solutions. I completely rely on their ability and as a team we will now involve them even more."