A competent valuation of stock and other securities requires a comprehensive and highly-specialized understanding of stock principles, banking, and approaches to valuing financial institutions. Stock valuations are integral components of M&A assignments, as institutions seek to understand their market value. While valuations are an important component of M&A assignments, they are also needed for many types of minority share transactions.
Our clients benefit from our depth of industry experience, objective and subjective analyses, and financial modeling and methodologies that are applied to each assignment.
Financial institutions may require stock valuations for:
- Employee Stock Ownership Plans (ESOPs) or other qualified plans
- Stock issuances
- Stock repurchase programs
- Stock options, restricted stock awards and other equity-incentives
- Estate planning