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Willamette’s autumn 2020 Insights focuses on transaction services

Transaction-related board advisory services are the focus of the spring 2020 Insights from Willamette Management Associates.

BVU News and Trends June 2020

A monthly roundup of key developments of interest to business valuation experts.

2020 FactSet Mergerstat Review offers many improvements for UK valuers

The 2020 edition of FactSet Mergerstat Review was released last week by BVR and offers comprehensive annual rosters, data, and statistics on M&A transactions, including privately held, listed, and cross-border deals.

Expanded 2020 Edition of Mergerstat Review Builds on Prior Enhancements

Amid the rapid pace of mergers and acquisitions, important changes have been made to the 2020 edition of Mergerstat Review, including the return of the Industry Analysis chapter and new tables of global transaction rankings.

Top transactions featured in the 2020 Mergerstat Review

The 2020 edition of the Mergerstat Review delivers comprehensive rosters and statistics on M&A between U.S., UK, and global privately held, listed, and cross-border enterprises.

BVU News and Trends March 2020

A monthly roundup of key developments of interest to business valuation experts.

What’s new in the 2020 Mergerstat Review

New tables of global transaction rankings and the reincorporation of the Industry Analysis feature highlights the 2020 edition of the Mergerstat Review.

FactSet/BVR release their top transactions report for 2020

The new annual FactSet Mergerstat Review delivers comprehensive rosters and statistics on M&A between UK, U.S., and global privately held, listed, and cross-border enterprises.

Journal of Business Valuation 2018 Edition

From the CBV Institute ...

Fairness opinion provider rankings for 2019

The ‘Global Mergers & Acquisitions Review: Full Year 2019/Financial Advisors’ from Refinitiv (now a subsidiary of the LSEG) was released last week.

BVU News and Trends January 2020

A monthly roundup of key developments of interest to business valuation experts.

Fairness opinion provider rankings for 2019

The “Global Mergers & Acquisitions Review: Full Year 2019/Financial Advisors” from Refinitiv contains M&A statistics and also rankings for worldwide providers of fairness opinions.

ESOP defendants sue for indemnification to limit financial exposure

In the face of several key rulings against ESOP fiduciaries, ESOP defendants, concerned about incurring substantial financial obligations, have begun to pursue claims for indemnification and/or contribution against other defendants or third parties to limit their exposure, as a recent case illustrates.

By popular demand, Mergerstat Review analysis feature returns

Based on feedback from users, a supplement to the 2019 Mergerstat Review has been created that contains analysis originally featured in all editions prior to 2018.

Novel issue of law raised in ESOP case that pits trustee against appraiser

A fairly routine ESOP case that is being litigated in the 4th Circuit has raised a novel legal issue in this jurisdiction as to the financial liability of co-fiduciaries and nonfiduciaries, including the ESOP appraiser.

BVU News and Trends October 2019

A monthly roundup of key developments of interest to business valuation experts.

Fairness Opinions and Projections

Join the expert panel of Craig Jacobson, Richard Peil of GlassRatner, and Jeff Rothschild for this advanced instruction on fairness opinions in 2019. Learn both legal and financial aspects of fairness opinions, with a special focus on the role of projections used in the underlying valuation analysis, with special insight on the interaction between management and the opinion provider. The legal environment for fairness opinions, including descriptions of best practices, will also be considered.

New platform unlocks the world of M&A valuations

For the first time, direct access is available to documents that reveal the valuation analyses behind M&A transactions.

Acosta v. Reliance Trust Co.

In DOL’s overpayment case against company directors and ESOP trustee, court denies directors’ pretrial motion for dismissal of case, finding DOL advanced “plausible” case theories; court also finds ESOP defendants have no right to indemnification from estate of late owner/seller of company shares.

In ‘Overpriced ESOP Insider Transaction Case,’ Defendants’ Pretrial Motion for Indemnification Fails

In DOL’s overpayment case against company directors and ESOP trustee, court denies directors’ pretrial motion for dismissal of case, finding DOL advanced “plausible” case theories; court also finds ESOP defendants have no right to indemnification from estate of late owner/seller of company shares.

Remy v. Lubbock Nat’l Bank

In ESOP case, court finds ERISA provides for right to contribution among co-fiduciaries but finds trustee defendant has no right to contribution from nonfiduciary ESOP appraiser if trustee were found liable to ESOP for losses; court dismisses third-party complaint against ESOP appraiser.

Trustee’s Claim for Contribution Against ESOP Appraiser Collapses

In ESOP case, court finds ERISA provides for right to contribution among co-fiduciaries but finds trustee defendant has no right to contribution from nonfiduciary ESOP appraiser if trustee were found liable to ESOP for losses; court dismisses third-party complaint against ESOP appraiser.

Valuation Benchmarking Platform

BVR’s new Valuation Benchmarking Platform (VBP) is a groundbreaking tool that harnesses insight into comparable business valuations like never before. For the first time, you're able to screen acquisition assumptions made by the leading valuation and investment banking firms in the profession.

Learn more >>

Yukon Court Awards Premium in Fair Value Determination—A Comment on Carlock v. ExxonMobil Canada Holdings ULC

This case should resonate with all valuation experts involved in M&A work. The court labeled the fairness opinion as “inadequate,” emphasizing that the financial advisor was entitled to a “success fee.” The court also pointed to the lack of disclosure of the analysis underlying the advisor’s conclusion.

Global BVU News and Trends March 2019

Business valuation news from a global perspective.

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