Appraiser Newsroom

MARCH 20, 2024

Our current lineup includes: Myron Marcinkowski | Kroll, LLC Myron Marcinkowski joined Duff & Phelps (rebranded to Kroll) in 2006. Josh Putnam | Ernst & Young LLP Business valuation professional with extensive experience in the valuation of the business enterprise, equity and intangible assets.

Intangible Assets 52

Intangible Assets Compliance Equity Finance 52

A Neumann & Associates

MAY 7, 2024

Second, we do not want to set an expectation or limit the marketing potential of a business by targeting only one Buyer group. Fit can include items such as motivation to complete a transaction, urgency, business size, financial investment, industry knowledge and emotion.

Start-ups 45

Start-ups Equity Marketability Business Valuation 45

Business Wire M&A

APRIL 3, 2023

SALT LAKE CITY--(BUSINESS WIRE)--Bridge Investment Group Holdings Inc. NYSE: BRDG) (“Bridge” or the “Company”) today announced it has completed its previously announced $320.1

Equity 40

Equity Marketability 40

Farrel Fritz

JANUARY 22, 2024

Perhaps that’s why we often discuss the value of freeze-out mergers as a mechanism for those in control of a closely-held corporation or limited liability company to squeeze a minority owner out of the business’ future profits. And the LLC law does not prohibit an LLC’s use of equity-based compensation.

Equity 59

Equity Dividends Appraisal Marketability 59

Appraiser Newsroom

MAY 14, 2024

Under his guidance, Beyster staff and Rady School interns engage with companies to provide consulting and feasibility analysis for ESOP transactions and benefit level modeling. Prior to joining the Beyster Institute, he worked in the ESOP practices of private companies including Principal Financial Group, William M.

Intangible Assets 52

Intangible Assets Appraisal Banking Equity 52

Business Wire M&A

FEBRUARY 2, 2023

--(BUSINESS WIRE)-- #digitalbridge--DigitalBridge Group, Inc.

Equity 52

Equity 52

Farrel Fritz

OCTOBER 3, 2022

A species of the breach of fiduciary duty claim, a claim for usurpation of corporate opportunity is derivative—asserted on behalf of the company—and disarmingly simple to allege (“You engaged in deal X personally, in violation of your fiduciary duties to bring that deal to the company”). 655620/2018 (NY County Sept.

Equity 89

Equity Technology 89

Benzinga

MAY 3, 2024

May 03, 2024 (GLOBE NEWSWIRE) -- Uniti Group Inc. Uniti") (NASDAQ: UNIT ) announced today that it has entered into a definitive agreement to merge with Windstream Holdings II, LLC ("Windstream"). The combined company will initially serve over 1.1 million customers and 1.5

Equity 40

Equity Marketability Finance 40

Business Wire M&A

FEBRUARY 14, 2023

SALT LAKE CITY--(BUSINESS WIRE)--Bridge Investment Group Holdings Inc.

Equity 40

Equity Marketability 40

Benzinga

JANUARY 3, 2023

03, 2023 (GLOBE NEWSWIRE) -- Great Elm Group, Inc. ("we," we," "us," "our," the "Company," "GEG," or "Great Elm"), (NASDAQ: GEG ) today announced the closing of the sale of its majority interest in the Company's Durable Medical Equipment (DME) business, Great Elm Healthcare, LLC, to QHM Holdings, Inc., WALTHAM, Mass.,

Equity 40

Equity 40

Benzinga

FEBRUARY 7, 2024

Transaction expected to catalyze RBio Energy's planned development of biorefinery assets and biomass and biogas power generation capacity RBio Energy to grow platform through expected acquisitions Merger anticipated to close in second quarter 2024; combined company anticipated to list on the Nasdaq Stock Market ABERDEEN, Wash.

Equity 40

Equity Marketability 40

Benzinga

NOVEMBER 29, 2023

29, 2023 (GLOBE NEWSWIRE) -- The Awareness Group LLC ("TAG"), an emerging leader in the alternative energy space, which on November 28, 2023 announced its intent to merge with APPlife Digital Solutions Inc. SCOTTSDALE, Ariz., I also believe his political experience serving as a diplomat for Colombia and as a U.N.

Equity 40

Equity Technology 40

Benzinga

JUNE 16, 2022

closes strategic investment in the Company's Opry Entertainment Group (OEG) by Atairos and NBCUniversal, which initially values the OEG business at $1.415 billion, inclusive of recent acquisition of Block 21. The investment values OEG at $1.415 billion, inclusive of OEG's recent acquisition of Block 21.

Equity 40

Equity 40

Benzinga

DECEMBER 6, 2023

IV (NYSE: RCFA , RCFA WS and RCFA.U)) ("Perception"), the expected new name for a special purpose acquisition company (SPAC) currently known as RCF Acquisition Corp., Blue Gold will acquire mining leases and invest capital for growth. " Advisors Cohen & Company Capital Markets, a division of J.V.B.

Start-ups 40

Start-ups Equity Marketability 40

Value Scout

DECEMBER 15, 2022

Based in Westlake, Ohio, Gibson Greetings is the world’s second-largest greeting card company, right after Hallmark Cards. The company specializes in paper greeting cards, electronic greeting cards, party products and favors, and other electronic content like ringtones. Wesray and Gibson stockholders invested $1 million.

Equity 52

Equity Finance Dividends Compliance 52

Benzinga

NOVEMBER 29, 2023

29, 2023 (GLOBE NEWSWIRE) -- Rover Group, Inc. NASDAQ: ROVR ) ("Rover" or the "Company"), the world's largest online marketplace for pet care, today announced that it has entered into a definitive agreement to be acquired by private equity funds managed by Blackstone ("Blackstone") in an all-cash transaction valued at approximately $2.3

Finance 45

Finance Equity Technology Marketability 45

The Mentor Group

FEBRUARY 1, 2022

The Mentor Group approach is unique in providing these valuations. Long-term equity anticipation securities (LEAPs). It estimates the ability to convert an investment into cash rather quickly and with minimum transaction costs. LLC) interests. Control premium studies. Closed end funds (CEFs). Restricted stock analytics.

Dividends 40

Dividends Fair Market Value Equity Book Value 40

Benzinga

MAY 26, 2022

Transaction highlights: Salient is a well-known and highly respected investment manager focused on energy infrastructure, real estate and tactical allocation strategies. Salient's complementary, highly differentiated investment capabilities are available to both institutional and individual investors. Tactical Equity – With $1.4

Equity 40

Equity Marketability 40

Reynolds Holding

NOVEMBER 14, 2023

The stand-alone enforcement actions spanned the securities industry, from billion-dollar frauds to emerging investor threats involving crypto asset securities and cybersecurity, and charged violations by diverse market participants, from public companies and investment firms to gatekeepers and social media influencers.

Marketability 45

Marketability Finance Private Equity Firm Compliance 45

Brian DeChesare

AUGUST 10, 2022

With the possible exception of FIG , oil & gas investment banking generates the highest number of panicked emails and questions. But before delving into the exit opportunities and the long-term outlook, let’s start with the fundamentals: Oil & Gas Investment Banking Defined. Recruiting into Oil & Gas Investment Banking.

Banking 87

Banking EBITDA Dividends Equity 87

Farrel Fritz

MARCH 21, 2022

I can’t say what the number is, but my own experience tells me that a significant percentage of lawsuits by a minority owner of a closely-held company against those in control of the company include a demand for an accounting. LLC , which suggested that the right to an accounting might be absolute.

Equity 52

Equity Finance 52

Benzinga

AUGUST 4, 2022

Combination will build upon Bridger's strong financial performance, accelerate its expansion and strategic investment strategy, while helping to meet a critical public safety and environmental need. Blackstone Tactical Opportunities, an early Bridger investor, to retain equity and two seats on the Company's Board of Directors.

Enterprise Value 52

Enterprise Value Equity Technology Marketability 52

Benzinga

JUNE 22, 2022

NASDAQ: KTTA ) ("Pasithea" or the "Company"), today announced its acquisition of Alpha-5 integrin, LLC ("Alpha-5"), a privately-held preclinical-stage company developing a monoclonal antibody (mAbs) for the treatment of amyotrophic lateral sclerosis ("ALS") and other neuroinflammatory disorders, such as Multiple Sclerosis ("MS").

Alpha 40

Alpha Enterprise Value Equity 40

Erik A. Lopez

OCTOBER 26, 2015

The following is a guest post from Nate Nead, an investment banking Director at Merit Harbor Group, LLC. He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. He works out of the company’s Seattle office.

Private Equity Firm 52

Private Equity Firm Equity Banking Technology 52

Class VI Partner

JULY 28, 2021

Most business owners only experience selling their company once. Dealing with lawyers, accountants and investment bankers can be intimidating – they use a whole lexicon of terms that can be unfamiliar and confusing to business owners. Want to get a sense for what it takes to sell your company? Exit Checklist. GET THE CHECKLIST.

Book Value 52

Book Value Equity Enterprise Value Fair Market Value 52

Benzinga

JULY 10, 2023

SMGI" or the "Company") (OTCQB: SMGI ), a growth-oriented transportation services company focused on the domestic infrastructure logistics market, is pleased to announce the successful acquisition and merger of the Barnhart Transportation group of companies ("Barnhart"), a 20 year-old established logistics service provider based in Pennsylvania.

EBITDA 40

EBITDA Book Value Capital Structure Marketability 40

Benzinga

OCTOBER 4, 2022

Crescent BDC" or the "Company") (NASDAQ: CCAP ) and First Eagle Alternative Capital BDC, Inc. The combined company, which will remain externally managed by Crescent Cap Advisors, LLC, a subsidiary of Crescent Capital Group ("Crescent"), is expected to have approximately $1.6 billion of investments on a pro forma basis.

Marketability 40

Marketability Equity 40

Appraiser Newsroom

JULY 9, 2023

Nunes is the Global Leader of Kroll’s Valuation Digital Solutions group, which produces cost of capital thought leadership content and data housed in the Cost of Capital Navigator. James is a contributing author to Shannon Pratt’s Valuing a Business – The Analysis and Appraisal of Closely Held Companies, Sixth ed.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

Class VI Partner

AUGUST 4, 2022

Most investors we have spoken with believe companies with solid fundamentals and a clear growth plan are unlikely to see a sharp drop in valuations. In fact, one private equity group mentioned that this year is on track to deliver the second-highest deal volume in the firm’s history, behind only 2021.

EBITDA 52

EBITDA Debt Financing Equity Marketability 52

Appraiser Newsroom

OCTOBER 27, 2023

is a partner and the leader of the National Matrimonial and Business Valuation groups of Marcum LLP. Steve advises companies, board members, and individual employees and shareholders across industries, including finance, high-tech, real estate, and retail. Pia, ASA, CPA, ABV, MCBA | Marcum LLP Kenneth J.

Business Valuation 59

Business Valuation Intangible Assets Appraisal Business Enterprise 59

Benzinga

JUNE 16, 2022

Approximately 70 percent of current system volumes are sourced from investment grade producers. The Company now estimates full year standalone adjusted EBITDA to be between $2.675 billion and $2.775 billion and reported year-end leverage ratio of about 2.7 billion in cash.

EBITDA 40

EBITDA Debt Financing Dividends Finance 40

Reynolds Holding

OCTOBER 3, 2023

The actions include public company disclosure and crypto matters, among others. Actions initiated by the SEC and CFTC in July and August 2023 Number of actions, by matter type Public company disclosures Molecular diagnostic company settles misrepresentation claims related to COVID-19 testing products In the Matter of Co-Diagnostics (A.P.

Banking 52

Banking Compliance Marketability Finance 52

Appraiser Newsroom

OCTOBER 26, 2023

After a day full of networking and impressive educational productions, day 1 of the 2023 ASA International Conference came to end with the Rising Stars exclusive happy hour sponsored by Borrowman Baker, LLC and Business Valuation Resources. The afternoon got under way with ASA’s Annual International Awards Luncheon.

Appraisal 52

Appraisal Business Valuation Equity Marketability 52

Reynolds Holding

MAY 10, 2023

The contraction of the market for special purpose acquisition companies (SPACs) and the recent challenges de-SPACed companies have encountered have attracted considerable press attention. Bankruptcy, though, is not necessarily the end of the road for a struggling de-SPACed company.

Going Concern Value 49

Going Concern Value Finance Equity Technology 49

Appraiser Newsroom

FEBRUARY 16, 2022

He has over 30 years of experience in investment banking and valuation, specializing in technology companies, rapidly-growing companies, closely-held businesses, professional practices, and intangible assets. Mr. Baker is also a representative of Independent Investment Bankers Corp., Maxime Charlebois, Ph.D. ,

Intangible Assets 52

Intangible Assets Business Valuation Appraisal Corporate Finance 52

Benzinga

OCTOBER 25, 2022

25, 2022 (GLOBE NEWSWIRE) -- Acreage Holdings, Inc. ("Acreage" or the "Company") (CSE: ACRG , ACRG.B.U)), (OTCQX: ACRHF , ACRDF)), a vertically integrated, multi-state operator of cannabis cultivation and retailing facilities in the U.S., ET to discuss the benefits and strategic rationale of the proposed Floating Share Agreement.

Marketability 40

Marketability Equity 40

Reynolds Holding

JANUARY 9, 2023

Investors had alleged – through an initial complaint filed in September 2016 – that the social media company misled shareholders during a six-month period in 2015 about growth prospects and user engagement. The class action settlement is the second largest award ever to be paid by a China-based company. Teva Pharmaceutical.

Banking 81

Banking Private Equity Firm Marketability Compliance 81