Accunting Advisory and Consulting

Accounting Advisory

Robust accounting and valuation advisory support for tax and financial reporting needs

Accounting Advisory

Acuity Knowledge Partners’ Accounting and Valuation Advisory team of experts and seasoned professionals supports financial advisory and investment banking firms in valuing financial instruments and businesses during transactions.

We provide a full suite of Valuation-related services, delivering integrated solutions to financial advisory and investment banking firms and providing the necessary support to meet their Tax and Financial Reporting Valuation needs. We offer high-quality analysis and insights using appropriate underlying Modelling Techniques while leveraging advanced Statistical Tools and Financial Models to conduct Fair Value Measurement and Tax-related Valuations. These are in line with requirements stipulated by Accounting Standards, and incorporate changes in Tax Compliance, Financial Reporting Regulations, and Accounting Standards requirements.

Our team of seasoned professionals has 18+ years of extensive experience in areas such as fair value assessment of illiquid assets, complex securities, impairment testing, business combinations, legal entity valuation, and purchase price allocation.

Support we Offer - Valuation Advisory support for Tax and Financial Reporting

Automation and workflow management platforms

How we are different

A one-stop solution for Financial Advisory firms, with comprehensive functional knowledge of all aspects of Valuation Advisory, Transaction Advisory, and Corporate Finance

Tailored Solutions for Financial Advisory firms using our 18+ years of expertise

Freeing up time of onshore teams to focus on High-Value, Revenue-Generating activities by managing time-consuming tasks and helping to improve Operational Efficiency

Flexible Engagement Models – customised solutions based on client requirements

Robust governance structure, feedback sessions and consistent process improvements

Operational Flexibility and Cost Optimisation

What we have done

In the News

NerdWallet
“What’s a SPAC? Everything to Know About The Wall Street Trend”
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Bloomberg
“More Evidence of How Frothy SPACs Can Be”
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Our perspective on Accounting Advisory
Financial instruments with convertible features and simplified accounting Blog
Financial instruments with convertible features and simplified accounting

Introduc..... Read More

Earn-out Valuation for Financial Reporting – Associated Complexities and Best Practices Blog
Earn-out Valuation for Financial Reporting – Associated Complexities and Best Practices

Introduc..... Read More

Meet our experts

Abhishek Gupta

Assistant Director, Investment Banking

Abhishek holds over 10 years’ total experience, leading and supervising a wide range of valuation projects in compliance with various accounting standards, such as ASC 820 (loan portfolios, debt and related embedded derivatives and convertible notes), IRC 409A (preferred stocks, common stocks, options, warrants, incentive units, etc.), ASC718/IFRS2 (PSUs, MIUs, profit interests and ESOPs) and ASC805/IFRS 3 (contingent considerations).

Prior to joining Acuity Knowledge Partners, Abhishek worked at higher managerial levels with Ernst and Young and Credit Suisse, and assisted alternative asset managers and corporates on various valuation-related assignments. He has significant experience in developing complex statistical and probabilistic valuation models, such as Black-Scholes, Binomial Lattice, Hull-White, Longstaff-Schwartz and Monte Carlo simulations. He is proficient in different pricing valuation techniques used for complex financial securities, minority and controlling interest equity valuations, and OTC products (exotic options, cross-currency/interest-rate swaps, etc.)

Abhishek has also carried out Structured Trade Reviews (STRs) and Independent Price Verification (review of complex trades using risk-based testing processes, such as yield curve testing, OPA analysis for FX and rate products).

He holds a Bachelor of Technology (Mechanical and Automotive Engineering) from Thapar University.

Abhishek Gupta
Abhishek Gupta

Assistant Director, Investment Banking

Adrian Wright

Senior Director, Investment Banking, Private Equity and Consulting Business Development

Adrian leads Business Development across Investment Banking, Private Equity and Consulting clients in EMEA and APAC. He has 20 years' experience working in the financial services industry, having spent 13 years working in Equity Capital Markets for Rothschild and RBS, before moving to Acuity Knowledge Partners in 2013. He has a deep knowledge of financial markets, having originated and executed over USD50bn of ECM transactions across a wide range of sectors, products and geographies. He has extensive experience working with and advising the majority of Investment Banking coverage and product groups, and leading global Private Equity firms. Adrian holds a MA (Hons Oxon) in Philosophy, Politics and Economics from the University of Oxford.

Adrian Wright
Adrian Wright

Senior Director, Investment Banking, Private Equity and Consulting Business Development

Marie Filotti

Head, APAC Business Development

Marie Filotti heads APAC Business Development at Acuity Knowledge Partners and is based in Hong Kong. She joined the firm in 2018 after 13 years in Investment Banking and Capital Markets, mainly at Nomura (previously Lehman Brothers), and also worked on the corporate side, having run Investor Relations at a China-based ASX-listed gas company. She uses her experience in the industry to advise our clients on best practices in implementation of engagements across all sectors. Marie holds a BA from Yale University and a Masters in Finance from Sciences-Po Paris.

Marie Filotti
Marie Filotti

Head, APAC Business Development

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