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Corporate finance guidelines

Corporate finance guidelines

Contemporary valuation issues in deals: Issue 66

Valuation is critical within deals and a key part of the decision-making process. This guideline seeks to shed light on emerging valuation issues that practitioners will encounter on deals involving businesses in pre-, during- and post-deal environments.

Growth through asset based finance, Issue 65

Asset based finance (ABF) is increasingly being used as a source of funding by high growth companies – from small businesses, to those owned by private equity, to innovative businesses and subsidiaries of some of the world’s largest companies.

Updated issue of Completion mechanisms: Determining the final equity value in transactions - Issue 64 2016

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An updated version of Issue 64, first published in October 2016. This guideline addresses the principal considerations in the completion process. It compares and contrasts the mechanisms used to establish the final equity value in deals. It also provides commentary on common areas of dispute, together with mitigating actions.

Business Finance Guide - Welsh edition

The guide explains how to approach a financing decision, the questions to ask and how to treat it as a business process, so that it is not as daunting as it can sometimes seem. It is invaluable for entrepreneurs starting a business, directors running growing businesses and established companies – of all sizes – as well as for business advisers and investors.

Financial Modelling Issue 63

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This 2nd edition is a practical guide to financial modelling in a corporate finance transaction context. That rider is important. The guide is aimed at corporate financiers and modellers who need to prepare, use or review financial models for deals; it is not aimed at financial modellers who need to develop their understanding of corporate finance.

IP in M&A – legal considerations, Issue 62

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This guideline identifies key intellectual property (IP) rights and comments on how such rights should be considered in the context of M&A transaction and contractual protections. It also addresses IP transfer and integration. Authors: Michael Gavey, Mark Curtis and Lydia Torne, Simmons & Simmons.

Environmental and social governance in investment and transaction decisions, Issue 61

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This guideline is aimed at companies seeking investments and their advisers. It seeks to demystify environmental and social governance (ESG), explore its application and benefits, as well as assess the challenges involved. A number of case studies will illustrate the importance of ESG for transactions. Authors: Neal Barker, Scott Beaton, Stephanie Tyrrell and Sean Allen, WSP.

Acquiring a business, Issue 60

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This guideline addresses some of the key considerations associated with the process of acquiring a private business. Additional constraints apply when the acquisition of a publicly-quoted company is considered. Authors: Jonathan Boyers, Philip Abram and Steven Heath, KPMG

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