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
Automate the creation of fully formatted credential slides in any template instantly
Centralized downloads of real-time company filings on a single platform (US, UK, Canada, Japan and more)
Powerful financial data extraction and standardisation tool backed by strong artificial intelligence (AI)-/machine learning (ML)-based training algori
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
Meet our experts
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.
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.
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.