Valuation and Transaction Advisory and Consulting

Valuation and Transaction Advisory

Supporting global clients by providing in-depth analysis of various financial decisions and determining the effectiveness and fairness of transactions

Overview

Acuity Knowledge Partners’ Valuation and Transaction Advisory team of experts and seasoned professionals supports financial advisory and investment banking firms in conducting thorough analyses of financial decisions and determining the effectiveness and fairness of transactions and financing solutions.

Our team of seasoned professionals, with 18+ years of extensive experience, follows a well-structured approach in supporting a diverse range of valuation engagements for M&A transactions, corporate finance transactions, restructuring projects, fund-raising transactions, and capital-intensive projects.

Automation and workflow management platforms

How we are different

ONE-STOP SHOP FOR TRANSACTION ADVISORY SUPPORT
ONE-STOP SHOP FOR TRANSACTION ADVISORY SUPPORT

Comprehensive solution for advisory firms, with deep functional knowledge of all aspects of corporate finance, transaction advisory and valuations

DEEP INDUSTRY EXPERTISE AND STRONG MARKET EXPERIENCE
DEEP INDUSTRY EXPERTISE AND STRONG MARKET EXPERIENCE

Integrated knowledge of our dedicated sectoral teams and working with a spectrum of global banks enable us to offer compelling support for our clients

STRONG UNDERSTANDING OF VARIOUS TRANSACTIONS TYPES
STRONG UNDERSTANDING OF VARIOUS TRANSACTIONS TYPES

Gained robust experience and understanding of the advisory value chain by supporting various acquisitions, divestitures, buybacks and cross-border transactions

STRONG INTEGRATION AND HIGH BUSINESS VALUE
STRONG INTEGRATION AND HIGH BUSINESS VALUE

With long-standing relationships across large and mid-sized investment banks, we can support ideation and investigation of opportunities that are in the best interests of our clients

What we have done

Support for Consulting and Corporate Firms
Operating Model Validation for Leading Transport Finance Business in Europe
What we are proud of

Delivered fast turnaround on the time-sensitive assignment

Help the client audit and fix a complex modelling framework that had many broken links

Support for Consulting and Corporate Firms
Valuations and Complex Modelling Support for Investment Banking Division of GCC-based Bank
What we are proud of

8+

years of partnership

>600

projects delivered

Support for Consulting and Corporate Firms
Receivables Monetisation Funding Solution for Real Estate-focused Sponsor (Lender)
What we are proud of

Provided support on complex and time-intensive deal structuring

Proposed and developed a unique approach to execute the solution

Support for Consulting and Corporate Firms
Distressed Acquisition Support for APAC-based Investment Bank
What we are proud of

Provided complex transaction modelling and structuring support

Provided real-time support for the deal

Support for Consulting and Corporate Firms
Due Diligence on Prospective Target Engaged in QSR Business for EMEA-based Client
What we are proud of

Delivered fast turnaround for a competitive deal

Highlighted gaps in the existing valuation

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 Valuation and Transaction Advisory
COVID-19 impact on the global fintech sector Blog
COVID-19 impact on the global fintech sector

Investopedia defines fin..... 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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