An Accounting Update for Entities that hold Equity Investments
There are significant changes coming to the way public companies account for their investments in equity securities. Be ready to understand them and put the right procedures in place before it’s too late. In early 2016, the Financial Accounting Standards Board (FASB) issued its accounting standards update (ASU) 2016-01, effective December 15, 2017. Under the […]
Industry Updates are Available for Q1 2017
Houlihan Capital provides Quarterly Updates on the following industries as of March 31, 2017. Information includes valuation metrics, performance data and M&A Activity. Click on the following links below to access reports for the following industries: Aerospace, Defense & Government Asset Management Banking Building Products Business Development Companies Business Services Consumer Products Containers, Packaging and […]
Increase in Fund Restructuring
Many private equity funds formed during the “golden era”, prior to 2007, are approaching the contractual end of their initial expected investment horizons, which has created liquidity needs within such funds. To address this need, fund managers have elected to either restructure existing funds by extending expected fund longevity, or moving assets from existing to […]
Houlihan Capital Provides Quarterly Updates Q4 2016
Aerospace, Defense & Government Asset Management Banking Building Products Business Development Companies Business Services Consumer Products Containers, Packaging and Paper Products Financial Services Food & Beverages Healthcare Hotels, Restaurant, and Leisure Insurance Internet Retail Media and Entertainment Oil and Gas Power and Utilities Retail Steel Telecommunications Transportation and Logistics If an industry is not listed […]
Quality Disclosures, Transparency & Valuations Matter
Recently, Calvert Investment Management agreed to settle charges brought against them by the SEC that stemmed from the improper valuation of an illiquid bond held in numerous Calvert mutual funds from 2008 to 2011. The valuation led to overstated net asset values, which in turn caused inaccurate performance numbers and inflated asset-based fees. When Calvert […]