Private company valuations: discount for marketability and control premium
Not for the faint-hearted: this is Peloton’s latest research on capital market data and studies involving marketability discount and control premium used in assessing private company equity values. Email one of the team at helpme@peloton.group if you would like to...
An example private company Employee Share Scheme Plan valuation
If the ATO safe harbour rules are unavailable for your Employee Share Scheme, you will likely need a valuation of the options or shares that are to be issued. This involves an assessment of the business value and equity (share) value of your company. This all needs to...
Derivatives valuation (AASB139 financial instruments)
The need for a derivatives valuation An exploration and mining company had funded a significant portion of its pre-IPO development costs via multiple series of converting or convertible instruments (mezzanine debt/equity) over several years. As an unlisted public...
Unlisted equity valuation reporting (AASB1056 superannuation entities)
The need for unlisted equity valuation reporting Direct investment in unlisted infrastructure has become a staple of long-term investors (such as large domestic super funds and a small number of ASX-listed vehicles) over the last two decades and can represent as much...