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Houlihan Capital

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Analysis and Perspectives on Valuation, Transaction Advisory, and Financial Topics

SEC Adopts New Framework for Fund Valuation Practices

On December 3, 2020, the Securities and Exchange Commission (SEC) voted to adopt Rule 2a-5, a new rule to modernize fund valuation practices. The rule

Thinking about Gift & Estate Tax Planning? Here’s what you should know.

Many people are wondering how the tax code will be impacted and if there are estate planning actions they can take before the end of

Industry Updates are Available for Q3 2020

Houlihan Capital provides Quarterly Updates on the following industries as of September 30, 2020. Information includes valuation metrics, performance data and M&A activity. Click on

Valuation Methodologies & Challenges Webinar

Paul Clark, Head of Valuation at Houlihan Capital, recently joined Ultimus Fund Solutions, ACA Compliance Group and Cohen & Co. for a virtual discussion on

Demystifying Valuation Webinar

Andrew Smith, CPA/ABV, President of Houlihan Capital, recently joined Sudrania Fund Services, Hedgeweek, Marcum, LLP and Albourne Partners for an an interactive and engaging discussion

Valuation in the Age of COVID-19 Webinar

Andrew Smith, President, recently joined Marcum, LLP, Aon, Troutman Pepper and a panel of other industry experts for an an interactive and engaging discussion on

Valuation of Bank Assets

The return of volatility to the markets, due to COVID-19 and other factors, has created challenges in estimating “fair value” of investment positions. The banking

Industry Updates are Available for Q2 2020

Houlihan Capital provides Quarterly Updates on the following industries as of June 30, 2020. Information includes valuation metrics, performance data and M&A activity. Click on

Valuation Raised as an Issue by the OCIE

On June 23, 2020, a Risk Alert was released by the SEC on behalf of the Office of Compliance Inspections and Examinations (“OCIE”) that provides