There’s no substitute for experience, critical thinking and the application of good judgment. We apply all three for the benefit of our clients.
From a corporate perspective, we possess a deep understanding of private companies and what to look for when valuing them. Our reputation is based on our ability to navigate complex and difficult situations, enabling our clients to generate momentum and achieve their goals. We’re also known for specialising in family-owned companies, with their unique characteristics.
Our work covers every type of corporate structure, including those with highly complex cap tables and waterfalls, as well as typical scenarios where a high-quality valuation is critical. This includes valuations related to majority and minority shareholdings, financial restructuring, potential investment rounds or M&A, plus all types of employee incentives and ownership schemes.
We also value assets including IP, royalty streams, property and other more unusual asset classes.
From a private client perspective, our valuations support estate planning and IHT, succession planning and other situations where company assets are involved.
Whether a company is in the early stages of growth or has a turnover of £500 million, we’re ready and able to help. |
We believe getting a valuation should be a straightforward, data-driven, collaborative and positive experience. If that’s the kind of valuation you are looking for, you’ve come to the right place.Modwenna Rees-Mogg / CEO |
We provide specialist valuation support across a wide range of situations. Click each area below to see more.
We believe valuation is not an art or a science. It is about mathematics followed by making sure the arguments to support the mathematics are solid.
We explain both the mathematics and the arguments in plain English. We ensure that the mathematics uses all appropriate methodologies and explains why some methodologies are used and some are not. We ensure that all arguments are sourced back to academic research or precedence as required.
We model waterfalls, including preference structures and other complex instruments, thoroughly, so value is properly attributed to each instrument.
Our reports are structured with potential challenge in mind, making reports defensible in all scenarios.Regardless of the size or complexity of the project, we run scoping calls with clients to assess and validate their situation and to understand their precise needs. This results in a scoping document that explains our proposed approach, confirms the resources necessary and provides a line-by-line breakdown of the cost.
Once clients approve the scope, we send an engagement letter detailing the project and requesting critical information, such as key contacts. Once the letter is signed, we’re good to go. This is followed by our data request form, which details all the documents and data we’ll need to undertake the valuation, such as published accounts, forecasts and equity details.
Once we have the necessary data, our team of analysts starts preparing the valuation report. Our project management system ensures we stay on track, highlights points for clarification with the client and focuses the team on delivery. The client will receive a draft report for comment and, following confirmation of any changes, a final report is issued.
The arguments we make in our valuation reports are validated against thorough research and detailed evidence, including macroeconomic and company-industry factors. This ensures our valuations will withstand scrutiny if challenged. All the evidence we use is included in the final report, with references to data sources, so that it can be independently verified.
In most valuations, time is of the essence – that’s why we always aim to deliver reports as quickly as possible. Our proprietary valuation tool, developed in-house, speeds up the process and ensures accuracy. Once we have collated and analysed all the core data, an accurate valuation can be generated within days, although complex situations often require more time.
