Insights
Case studies: Valuation Reports
Its not often we can share the work we do in a public fashion. Independent expert reports prepared for Chapter 6 of the Corporations Act and ASX listing rules are a rare exception. Here are two recent examples of work undertaken by the...
Are you subject to EOFY impairment risks?
Could the simultaneous shift in macroeconomic factors cause a flood of impairments? Is your organisation subject to impairment testing? A series of bad economic news may mean that your company needs to consider the value of assets on the...
Introduction to Private Equity Paradigm
Imagine that a Private Equity firm has just acquired your company. They are going to double its value in less than three years. Have you ever wondered what strategies private equity firms employ to maximise the value of their investments?...
Liquidation Play
Welcome to the Private Equity Playbook series. In this new series, Luis discusses the most famous Value Play used by Private Equity to create company value. In this first episode, Luis talks about the most famous Value Play, the...
Employee options: simple but complex
Employee options: for an ASX-listed company the valuation task is reasonably straight-forward. However, for an unlisted company (think start-up) the task is far more complex. Peloton is regularly asked to assist start-ups, technology...
So the cash rate has increased…
We all know that the RBA has just increased the cash rate for the first time in 10 years. We might also be familiar with the fact that Australian Government Bonds have been increasing too (currently around 3.5%). But what has happened to...
What is an equity valuation – and why is it so complicated?
An equity valuation aims to mimic the price that would be observed in a marketplace in which the business or equity would trade if it were listed in that marketplace. That marketplace (e.g., ASX) aims to provide to buyers, sellers,...
Share schemes and incentive plans – How to value and calculate the expense
If you are a public company CFO, company director, member of the remuneration committee, remuneration adviser or analyst, then you need to be aware of critical aspects of AASB2 Share based payments as the impact on reported profits can be...
Value creation class – Value Creation Process
In this episode, Luis Senra explains the Private Equity process to create value:
– Company assessment
– Foundations
– Real ROI improvement
– Growth
Value creation class – Value Strategies
In this episode, Luis Senra explains the 5 strategies that every company has to create value:
– Reducing company risk
– Reducing invested capital
– Optimising cash systems portfolio
– Improving real ROI
– Adding new cash systems
Value creation class – Fundamentals of Value Creation
In this episode, Luis Senra explains:
– How a Private Equity thinks
– Value as the excess of return
– Companies as a collection of investment opportunities
How to create equity value in the face of uncertainty
Equity value is a top priority when buying a new business, investing in a new project or starting a new venture. And right now, our economies and capital markets confront endless uncertainties. Uncertainties come in different shapes and...