Portfolio Valuations
The McLean Group’s Valuation Advisory practice provides valuation services to investment companies and their advisers regarding the valuation of investments in both equity and debt instruments of privately-held companies. Our valuations are performed in a manner consistent with the guidance laid out in the AICPA’s Accounting and Valuation Guide entitled “Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies”, which includes best practice recommendations for complying with Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 946, Financial Services—Investment Companies, and applying FASB ASC 820, Fair Value Measurement.
Who leads the practice
Selected portfolio engagements
Related News
Press Release · Mar 2026One Valuation Partner, Portfolio-WideIn the article “One Valuation Partner, Portfolio-Wide,” we explore why many private equity firms are consolidating valuation services with a single independent partner across their portfolio companies. As valuation increasingly serves as a core element [...]Read More →
Press Release · Apr 2026PCC Elections for Private Company Acquisitions: What PE Sponsors, Portfolio Company CFOs, and Their Advisors Need to Know Before Making the CallPrivate Company Council (PCC) accounting elections offer PE-backed companies a meaningful opportunity to reduce the scope and cost of purchase price allocation work, but the decision carries long-term implications that extend well beyond the close [...]Read More →
Market Report · Apr 2026What Is a 409A Valuation and When Does Your Company Need One?A 409A valuation is an independent appraisal of your private company's common stock, and if you're issuing equity incentive awards to employees, it's a legal requirement, not a formality. Get it wrong, and employees face [...]Read More →Talk to us about portfolio valuations
Tell us what you are working on and we will put the right people on the call.