Duff & Phelps Announces Publication of Private Equity Valuation-The Definitive Guide to Valuing Investments Fairly

New guide, published in partnership with Private Equity International, provides essential resources in a time of increased industry scrutiny

Duff & Phelps Corporation, the premier global valuation and corporate finance advisor, today announced the release of Private Equity Valuation-The Definitive Guide to Valuing Investments Fairly, published in partnership with Private Equity International (PEI). Written and edited by valuation experts at Duff & Phelps, this guide provides investors and fund managers with essential tools and best practices for valuing their investments.

“Recent surveys have shown that private equity investors are optimistic about both future returns and fundraising,” said David Larsen, Duff & Phelps Managing Director and lead editor of the new guide. “Yet, the backstory is more nuanced-particularly with respect to continued regulatory developments and the shifting expectations of limited partners (LPs) surrounding fund reporting and transparency. Within this environment, we are pleased to provide investment professionals, GPs/LPs and valuation practitioners with a comprehensive, definitive resource on valuing alternative investments.”

Current market dynamics, including increased SEC scrutiny in the United States, the Alternative Investment Fund Managers Directive (AIFMD) in Europe, and increased focus on valuation transparency by Limited Partners and other stakeholders make this book an indispensable resource.

Key features of the guide include:

  • Exclusive material on fair value guidance
  • An update on fair value – why it exists and what function it serves, regulatory frameworks, historical timeline, other uses, and a prognosis for the future
  • Insights on an expanded regulatory framework, including Dodd-Frank legislation in the U.S. and AIFMD in Europe
  • An A-Z guide of over 80 of the most common applications, from absolute return to waterfall analysis
  • Best practices on working with auditors, documentation, using third-party valuation experts and internal policies and procedures
  • Guidance on valuing limited partnership interests and early stage or venture capital investments
  • Valuation nuances for investments in real estate, energy, shipping and management companies/GP interests
  • Framework to determine the attribution of value created by individual investments

Private Equity Valuation-The Definitive Guide to Valuing Investments Fairly is now available for purchase through Private Equity International. In addition, on September 16 at noon EDT (17:00 BST and 18:00 CET) Duff & Phelps will host a  webcast highlighting some of the most challenging aspects of alternative investment valuation as featured in the new book. 

In 2014, Duff & Phelps has published several resources for the valuation community, including:

  • 2014 Valuation Handbook-Guide to Cost of Capital: includes the Duff & Phelps long-standing Risk Premium Report along with all of the critical year-end data (including size premia data) that was previously available in the now discontinued Ibbotson® Stock, Bonds, Bills and Inflation Valuation Yearbook.
  • Cost of Capital, Applications and Examples, 5th Ed. (Wiley, 2014): co-authored by Duff & Phelps Managing Director Roger Grabowski, the 5th edition of this definitive reference book is a fundamental resource for a broad audience of valuation practitioners, investment bankers, CFOs, CPAs and finance professionals.

Duff & Phelps was recently named the Best Alternative Asset Advisory Firm-North America at the 2014 Alternative Investment Awards presented by .

To learn more about Duff & Phelps’ alternative asset advisory and portfolio valuation expertise, please visit www.duffandphelps.com

About Duff & Phelps
Duff & Phelps is the premier global valuation and corporate finance advisor with expertise in complex valuation, dispute consulting, M&A and restructuring. The firm’s more than 1,000 employees serve a diverse range of clients from offices in North America, Europe and Asia. For more information, visit www.duffandphelps.com.
M&A advisory, capital raising and restructuring services in the United States are provided by Duff & Phelps Securities, LLC. Member FINRA/SIPC. Pagemill Partners is a Division of Duff & Phelps Securities, LLC. M&A advisory and capital raising services in the United Kingdom and Germany are provided by Duff & Phelps Securities Ltd., which is authorized and regulated by the Financial Conduct Authority.

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