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Global Strategic Advisory, M&A and Valuation

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Albeck’s Global Strategic Advisory, M&A and Valuation Group is a global consulting and valuation practice that provides objective and sophisticated valuation as well as financial and strategic advisory and M&A advisory services to public and private companies of all sizes for a variety of purposes. We offer objective world-class quality, capabilities and service and our deliverables withstand the highest level of third-party scrutiny.

Services include M&A advisory, fairness opinions and other valuations, intellectual property valuation and strategic advisory, due diligence, transaction and financial advisory, financial modeling, expert witness opinions, solvency opinions, goodwill impairment, purchase price allocation, valuation for financial reporting purposes, ESOPs, estate, tax and gift, 409A valuations, valuations of complex equity, debt, convertible and derivative securities, as well as real estate, including mark to market, and other valuation services.

With prowess and offices throughout the US and Asia, we provide true value added, whether the engagement is strictly domestic, or if it is cross border involving multi-cultural aspects and challenges. We have offices in New York, Houston, Hong Kong and Shenzhen.

Leading M&A Expertise

 Preparation for an M&A transaction includes careful consideration of the strategy and benefit, as well as the costs and risks to the client. A thorough and comprehensive understanding of the client, including its business drivers, competition, sector as well as its business, strategic and financing needs is required. In addition, a high degree of experience in strategic advisory as well as creativity and strong technical skills are required in order to execute a successful strategy and transaction, whether it be a merger, acquisition, 

divestiture, sale, or the formation of a joint venture. We provide strong guidance with respect to valuation, negotiation and the development of overall strategy, and helps the client navigate through all of the legal and business issues which must be overcome in order to successfully close a transaction. Often times, there is a better and sometimes less obvious solution to the situation at hand, and we possess the experience and ingenuity to produce the optimal solution for the client. We:  

  • Review your strategic objectives
  • Ensure that you are aware of the advantages and disadvantages of executing such a transaction
  • Ensure that you know all of the options available
  • Assist in the identification of strategic partners, acquirers or targets and financing sources
  • Provide valuation and technical analysis and modeling
  • Assist in the development of cost benefits and synergies derived from the transaction
  • Provide optimal strategic alternatives as well as execution strategy
  • Assist in the negotiation and closing of the transaction

Valuation Services

 The following is a list of services that Albeck typically provides to its clients:

  • SEC Compliance Services
  • Derivative Instruments—ASC Topic 815
  • Goodwill and Asset Impairment—ASC Topics 805, 350 and 360
  • Share-Based Compensation—ASC Topic 718
  • Sabbatical Valuations—ASC Topic 710
  • Private Equity Valuations
  • Merger (Accretion/Dilution) Analysis
  • Leveraged Buyout Analysis
  • Comparable Transaction Analysis

Share-Based Compensation
One of the most common issues facing companies today is how to properly account for share-based compensation in accordance with ASC Topic 718 [formerly FAS 123(R)]. Related topics that Albeck is able to address include the valuation of stock options and other equity vehicles, including the development of required assumptions for the Black-Scholes option-pricing model, the Lattice (binomial) model, and the Monte Carlo simulation, which all better approximate compensation expense.
The following is a list of share-based compensation issues that Albeck clients commonly encounter, and which Albeck has core competencies to address:
1. Traditional Stock Option Awards
2. Performance Awards with Market Conditions
3. Modifications of Equity Awards
4. Reconciliations of Forfeiture Estimates
5. Employee Stock Purchase Plan Valuation 

Documentation (Technical Memorandum)
Albeck believes that the development of all assumptions, valuations, and the resulting journal entries should be transparent and properly communicated to all interested parties. As such, sufficient documentation for the development of assumptions, the applicable technical guidance, and the detailed mathematical calculation is essential. Albeck will couple the valuation calculation with a technical memorandum which captures the related assumptions and guidance. 

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