Complex Securities Valuations
The McLean Group’s Valuation Advisory practice has over a decade of experience handling complex securities valuations. We custom-build each model to comprehensively capture the unique circumstances of every engagement. Moreover, our highly credentialed team understands the importance of appropriate documentation requirements, which vastly improves the audit turnaround time. Below are some recent use cases of the types of models required based on the nature of the security issued.
Models We Build
Recent use cases by security type
Black-Scholes-Merton & Option-Pricing Models
- Performance-Based Contingent Consideration Agreements
- Complex Capital Structures
- Digital Call Options with Fixed Value Payouts
- Convertible Debt Securities
- Restricted Stock with Service Condition Vesting
Monte Carlo Simulations & Binomial Lattices
- Path-Dependent Contingent Consideration Agreements
- Securities with Early Exercise or Down-Round Financing Provisions
- Preferred Equity with Sliding Scale Liquidation Preferences
- Restricted Stock or Options with Performance Condition Vesting
- Restricted Stock or Options with Market Condition Vesting
Team Leaders
Who leads the practice
Selected Engagements
Selected engagements
Perspective
Related News
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