Business Valuation Services and Transaction Advisory
Q2 2022 Client Examples
As a C-level executive or business owner, you must step carefully but quickly through each deal stage and act decisively. And that is where we come in. Whether it’s to acquire, merge, sell, or reshape your business, our team can partner with and guide you through evaluation to successfully implement growth strategies that meet today’s complex business environment. Our experienced team has been there and done that – but don’t take our word for it, take a moment to review a list of recent deals we completed, working alongside leaders of innovative businesses of all sizes (see Q1 2022 Client Examples).
|Provided Valuation Advisory Services to a Biotech Company Working (Since 2017) to Eliminate Pandemics – A biotech company that has been working since 2017 to commercialize a product to develop viral-based vaccines, engaged REDW to value an ownership interest in the company for estate tax planning purposes. REDW was engaged to determine the fair market value of a non-marketable, minority interest in the company.
|Advised on Capital Structure Optimization and Debt Capacity Analysis Related to a Contemplated Acquisition – REDW’s client entered into a letter-of-intent agreement regarding a contemplated acquisition of a division of a publicly traded conglomerate. REDW’s services included a capital structure optimization and a debt capacity study to assist management in making a more informed decision regarding deal structure.
|Purchase Price Allocation for a Franchisor of In-Home Assisted Living Care – REDW was engaged to perform the related purchase price allocations related to the acquisition of 193 in-home assisted living care franchises.
|Advised on the Contemplated Investments in an eSports & Online Gambling Start-up Platforms – REDW’s client was considering investments in various esports and online gambling start-up platforms. REDW served as a financial advisor in connection with these investments. Our services included review, analyze, and comment on the offering memorandums, and other investment offerings provided identifying anticipated returns on investments, risks, and forecasting assumptions (amongst other things).
FEATURED ADVISORY SERVICE
Financial Due Diligence for Series-B Investment
The REDW Transaction Advisory Services group conducted financial due diligence to a global automaker, Hyundai Motor Company, in connection with its Series-B investment in Pajarito Powder, a U.S. based start-up manufacturer of advanced electrocatalysts for fuel cells and electrolyzers.
|Transaction Advisory Services (TAS) and Business Valuation clients rely on REDW for continuous support throughout the entire transaction lifecycle. Our clients in the Southwest and United States include:
- Tribal economic development corporations and growth funds,
- Commercial clients,
- Private equity firms, and
Brian Foltyn, CVA
Principal, Valuation, Disputes and Transaction Advisory Practice Leader
Valuations may be performed in connection with:
- Trust & Estate
- Shareholder & Succession Planning
- ESOP Advisory
- Valuation Disputes
- Financial Reporting
- Buy / Sell Agreements
- Mergers & Acquisitions
- Marital Dissolutions
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