Valuation, Modeling and Economics 2021 - EY
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Valuation, Modeling and Economics 2021
Our experienced valuation professionals bring
excellence in accounting, corporate finance,
taxation and transaction due diligence, which
allows us to provide integrated solutions that
help clients make better quality decisions
Valuation, Modeling and Economics around value.
Strategy and Transactions Our regional VME practice
Our Strategy and Transactions (SaT) practice in the EY In this environment, justifying the value of assets and liabilities has grown more complex and critical for most businesses. We recognize the need for transparent and robust valuations that
region of the Bahamas, Bermuda, British Virgin Islands and satisfy corporate, regulatory, tax and accounting requirements, and can withstand scrutiny if challenged.
Cayman Islands offers a suite of Transactions and
Corporate Finance services which includes Valuation Whether it’s a valuation of a portfolio of privately held investments, a valuation in a dispute context, or a financial planning or decision support need for an investment decision, we have the
Modeling and Economics (VME). resources to help you better quantify, analyze and report value as well as allocate and manage capital.
As one of the largest consulting firms in the region, we In addition to our valuation opinion and
have the local resources and expertise to meet your needs. Tailored solutions to fit every client need Diverse client experiences with creative solutions valuation advisory services, we bring together
In addition, the regional EY member firms are operationally industry, sector and subject-matter specialists
aligned and fully integrated with the EY Americas Financial Financial reporting Disputes to deliver the following corporate finance-
Services Organization (FSO). This FSO integration enables related services:
our local team to bring you the full strength of our global
We assisted a newly formed We were appointed by the court,
firm whenever necessary. ► Corporate finance strategy – assisting our
Integrated alternative investment manager after recommendation by the legal
with a portfolio of complex credit advisors for each respective party, clients with key business issues through
solutions rigorous financial, economic and data
and special situation investments. to perform a valuation in
Our role included limited scope analytics
conjunction with a shareholder
Strategy and Transactions Valuation Valuation valuations of selected investments dispute. Our independent opinion
advisory on an annual basis. We also ► Capital allocation services – helping our
and supporting report were
opinions assisted in drafting the fund’s clients develop a capital allocation strategy
services intended to be used in the context that is aligned to their overall business
valuation policy and procedures
Transactions and Valuation, Modeling VME statement; developing the
of our expert testimony. However, objectives
Corporate Finance and Economics after each party reviewed our
selection criteria for the rotation
of investments subject to a third- report they were able to reach an ► Economic advisory – assisting our clients
party valuation. amicable settlement. with their economic strategy, improving
EY-Parthenon Lead Advisory
forecast accuracy and helping them better
Skills to value financial, tangible and Transactions Corporate finance strategy manage their commercial and capital
International Tax and intangible assets, and intellectual property decisions
Transaction Diligence
Transaction Services We performed a benchmarking We assisted the majority ► Fairness opinion – helping our clients fulfill
analysis of several secondary shareholder of several interrelated their fiduciary duties and make better
Real market transactions involving businesses in understanding the
estate decisions by analyzing the financial aspects
illiquid instruments. Our analysis underlying value drivers of each of a transaction
was used by the Liquidator to gain respective business. This analysis
Businesses comfort that their negotiated sales was used to explore various
Debt ► Forecasting and scenario planning –
price of similar instruments options to simplify the
Our credentials organizational structure while
assisting our clients by examining their data,
approximated their fair market to better analyze potential scenarios and
protecting the overall value of the
EY is a recognized leader in the valuation profession. value. In this way, the Liquidator understand the implications on their
Preferred businesses as well as the value to
Several of our senior members have held a variety of Common was able to show they had met strategy
equity the minority shareholders.
leadership roles over the years with standard setters equity their fiduciary duties.
(Financial Accounting Standards Board, The ► Infrastructure advisory – helping our clients
Capital devise and compare financial plans and
Appraisal Foundation, International Valuation equipment Education Tax and Regulatory
Standards Council); regulators (Securities and delivery approaches for projects that involve
Exchange Commission); and the major valuation public, federal or private sector financing,
We assisted an asset manager with We were engaged by the General and/or grants
professional organizations (American Institute of the development of a valuation Partner of an alternative
Certified Public Accountants, American Society of Complex instruments
(options, warrants policy and the formulation of a investment fund to perform a
Appraisers and the Royal Institution of Chartered ► Modeling and economics – assisting our
etc.) reoccurring valuation format and valuation of the carried interest
Surveyors), as well as their combined efforts with clients to either review or build financial
Intangible assets framework for management for purposes of estate and gift tax models designed to help them make key
the Certified in Entity and Intangible Valuations and intellectual prepared analysis. planning in the US. decisions and improve strategic outcomes
designation. property
The EY global VME network
With practices located around the world and a network of over 4,100 valuation professionals, the global reach of our
integrated practice is ideally suited to perform global, large-scale assignments.
Canada
Europe
USA Asia-Pacific
Middle East
Bermuda, Bahamas,
BVI and Cayman
Islands region
Africa
Mexico, Central and
South America
Oceania
EY | Building a better working world
Contacts EY exists to build a better working world, helping to create long-term value for clients,
people and society and build trust in the capital markets.
Steven Napier
Associate Partner Enabled by data and technology, diverse EY teams in over 150 countries provide trust
Regional VME Leader through assurance and help clients grow, transform and operate.
EY Bermuda Ltd.
+1 441 294 5499 Working across assurance, consulting, law, strategy, tax and transactions, EY teams
steven.p.napier@bm.ey.com ask better questions to find new answers for the complex issues facing our world today.
EY refers to the global organization, and may refer to one or more, of the member firms of Ernst &
Keiran Hutchison Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK
Partner company limited by guarantee, does not provide services to clients. Information about how EY
Regional SaT Leader collects and uses personal data and a description of the rights individuals have under data protection
EY Cayman Ltd. legislation are available via ey.com/privacy. EY member firms do not practice law where prohibited
+1 345 814 9005 by local laws. For more information about our organization, please visit ey.com.
keiran.hutchison@ky.ey.com
About the EY Region of the Bahamas, Bermuda, British Virgin Islands and Cayman Islands
Stephan Thollot The EY region of member firms in the Bahamas, Bermuda, British Virgin Islands and Cayman Islands
Principal is aligned with EY’s Americas Financial Services Organization, headquartered in New York. We serve
FSO VME Leader the banking and capital markets, insurance, and wealth and asset management sectors providing a
Ernst & Young LLP, New York full suite of assurance, consulting, strategy, tax and transaction services with a focus on providing
+1 212 773 5382 seamless, exceptional client service.
stephan.thollot@ey.com
© 2021 EYGM Limited.
All Rights Reserved.
Adrian Nichols EYG no. 000396-21Gbl
Partner ED None
Global VME Leader
Ernst & Young LLP, London This material has been prepared for general informational purposes only and is not intended to be relied upon as
accounting, tax or other professional advice. Please refer to your advisors for specific advice.
+44 20 7951 3853
anicholls@uk.ey.com ey.com/bbc
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