Valuation & Transaction

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Positioning our clients for growth.

As a C-level executive or business owner, you must step carefully but quickly through a business valuation stage and act decisively on your transaction. And that is where the experienced extended team at REDW comes in. Whether with financial reporting, mergers & acquisitions, ESOP advisory, shareholder & succession planning, or valuation disputes, we will partner and provide you with the financial due diligence to successfully implement growth strategies that meet today’s complex business environment.

Our experienced team for valuation and related financial services has been there and done that – but don’t take our word for it, take a moment to review our most recent portfolio or work completed alongside leaders and attorneys for businesses of all sizes.

Team Members Professional Designations

  • Financial Consulting Group (FCG) Member
  • BDO Alliance USA Independent Member
  • Accredited Senior Appraiser (ASA)
  • Certified Valuation Analyst (CVA)
  • Accredited in Business Valuation (ABV) specialty designation
  • Certified in Financial Forensics (CFF) specialty designation

Valuation Advisory Services

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 also determined the fair market value of a non-marketable, minority interest in the company.

Capital Structure Optimization

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

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.

Contemplated Investments

Advised on the Contemplated Investments in 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 reviewing, analyzing, and commenting on the offering memorandums and other investment offerings that identified anticipated returns on investments, risks, and forecasting assumptions.

The Work Continues

International 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.

Pro forma and Transaction Considerations

Advised on the Investment in an Energy Storage Systems Company

REDW served as a financial advisor to a Global Fortune 100 Company in connection with its investment in an energy storage systems company for the aerospace, automotive, marine and defense industries. REDW’s services included analyzing quality of earnings & balance sheets and identifying pro forma and transaction considerations.

Profits Interests and Issued Warrants

Determined Profits Interests and Warrant Values for a Food Processing Company

In connection with certain strategic planning, REDW’s client, a food processing company, issued warrants and profits interests related to its Class A Common Shares and Class B Common Shares, respectively. REDW was engaged to determine the fair values for these instruments for financial reporting purposes.

Pro forma and Transaction Advisory

Advised on the Investment in an Alternative Refueling Infrastructure Company

REDW served as a financial advisor to a Global Fortune 100 Company in connection with its investment in an alternative refueling infrastructure company for the automotive industry. REDW’s services included analyzing quality of earnings & balance sheets and identifying pro forma and transaction considerations.

Fair Market Value Determination

Advised on the Sale of a Technologies Solutions Company

REDW served as a financial advisor to a technologies solutions company in connection with a contemplated sale to a competitor. REDW services included a fair market value determination of the company’s equity, as well as a carve-out value of high probability wins of future contracts.

Purchase Price Allocation

Purchase Price Allocation for a Midwestern Based Private Equity Firm’s PortCos

REDW was engaged by a Midwestern based private equity firm to perform the related purchase price allocations related to several of its portfolio company’s 2021 acquisitions.

Fair Market Value Determination

Advised on the Sale of Personal Goodwill

REDW’s client, a non-medical home healthcare c-corporation, entered into a letter-of-intent agreement regarding a contemplated sale. In connection with the contemplated transaction, REDW calculated the fair market value of the company’s enterprise and personal goodwill.

Pro forma and Transaction Advisory

Advised on the Acquisition of Semi-Conductor Manufacturer

REDW served as a financial advisor to our client in connection with their acquisition of a semi-conductor manufacturer. REDW’s services included analyzing quality of earnings & balance sheets, determining working capital targets, and identifying pro forma and transaction considerations.

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