Portfolio Valuation

Business Valuation and Appraisals

Business Valuation and Appraisals

A. Scott Davidson

Managing Director and Canada Leader
Disputes, Investigations and Valuations

Toronto

A. Scott Davidson

Alan Lee

Managing Director
Disputes, Investigations and Valuations

Toronto

Alan Lee

Chris Nobes

Managing Director
Disputes, Investigations and Valuations

Toronto

Chris Nobes

Ashley Houlden

Director
Disputes, Investigations and Valuations

Toronto

Ashley Houlden

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Duff & Phelps specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations.

The increased focus on independence and governance along with regulatory changes are forcing a wide range of alternative asset investors and managers, including private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds to seek objective valuation advice. Independent reviews of fair value policies, procedures and results provide comfort to investors, fund administrators and accounting managers as well as auditors regarding the entity's valuation assessment.

Portfolio Valuation services include:

Alternative assets valuation in accordance with IAS 39 Financial Instruments: Recognition and Measurement and SFAS 157: Fair Value Measurements
Advice on emerging Fair Value issues initiated by AcSB, IASB and FASB, governmental bodies
Portfolio valuation best practices consulting for alternative asset investors and managers, private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds, including practical guidance regarding industry standards such as the Private Equity Industry Group Guidelines (PEIGG) and International Private Equity Valuation (IPEV) guidelines