Houlihan Capital Publishes 2019 Fairness & Solvency Compendiums
Houlihan Capital Publishes 2019 Fairness & Solvency Compendiums Our 2019 updated Fairness and Solvency Compendiums, which summarize relevant court cases relating to fairness and solvency opinions and issues, are now available on our website. Houlihan Capital strives to be a valuable resource for you and/or your clients. We have provided transaction opinions to our clients […]
Houlihan Capital Participates in “Valuation Issues: Trends and Best Practices” Panel
Houlihan Capital Participates in “Valuation Issues: Trends and Best Practices” Panel Houlihan Capital is pleased to announce our participation in Cohen & Co.’s Converge and Connect conference in Baltimore last week. Jules Pomerantz, CFO of Houlihan Capital, was invited as a guest panelist for session, “Valuation Issues: Trends and Best Practices.” Mr. Pomerantz gave insight […]
Value this! Hot Topics in Valuation for RIAs
Did you miss our 60 – minute webinar this week on Hot Topics in Valuation for RIAs? Key topics discussed: Overview of the SEC’s valuation requirements The SEC’s recent deep dive into RIA’s valuation methodology and actual practices Urgent valuation implications in connection with the SEC’s new liquidity rule Recent SEC valuation related enforcement cases […]
Funds, Directors & Fiduciaries – YES, Valuation Matters!
Funds, Directors & Fiduciaries – YES, Valuation Matters! The Securities and Exchange Commission recently settled charges against AlphaBridge Capital Management, which was alleged to have fraudulently inflated the prices of securities in hedge fund portfolios it managed. The SEC investigation found that AlphaBridge told investors and its auditor that it obtained independent price quotes from […]
Going Private vs. Going Dark
Public companies are required to comply with United States Securities and Exchange Commission (SEC) filings and regulations. On average, public companies can spend anywhere from $1million to$3 million per year more than similar private companies due to regulatory and financial reporting costs. Studies have shown that public companies spend more on investor relations personnel, board […]