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Valuation & Modeling

We help our clients address some of their most challenging valuation issues, ranging from strategic and transactional to operational decisions.

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Today’s challenges are making valuation more complex. And more critical to get right.

Deriving the maximum return from any merger or acquisition requires the power to seize opportunities and navigate their complexities with confidence. Our experienced consultants will give you the competitive advantage you need to realize this. We provide high-quality independent financial, debt and equity advice, as well as specialized deal-related services, powered by deep analytics and AI. ​

You will be guided through each stage of the M&A lifecycle—from strategy and lead advisory, to deal execution and post-close integration. Our priority is to enable your organization to respond rapidly to any emerging opportunity, maximize your returns and accelerate your transformation. ​

Valuation & Modeling Services

Value Advisory

Leading companies turn to us for our deep experience in valuing and analyzing business interests and their underlying assets. We provide transformative insights that turn critical and complex issues into opportunities for growth, resilience, and long-term advantage.

Portfolio Valuation Services

Portfolio valuations have always been considered a complex aspect of investment management, especially for private investments and “hard-to-value” securities with limited market data for comparison. Deloitte’s valuation specialists provide portfolio valuation services to investment managers who require in-depth valuation analysis for their investments.

Modeling

Business modelling lies at the heart of the decision-making process, whether it is evaluating strategic options, new investments or existing operations. We create value for our clients by developing bespoke modeling solutions to help make confident, value-enhancing decisions.

IP Advisory

Deloitte IP Advisory delivers outstanding commercial results by applying a unique blend of strategic IP advice, powerful market and IP analytics capabilities, and demonstrated transaction experience to help clients value and monetize their intellectual property.

Delivering value to serve varied needs

We provide expert fairness opinions to boards considering major transactions. Our valuations cover mergers, acquisitions, divestitures, and restructuring. These opinions support informed decision-making, help fulfill fiduciary duties, and mitigate shareholder dispute risks.

We deliver customized valuation reports and quantitative models for strategic decisions and critical projects. Our tools simplify complex dynamics, enable scenario analyses, and enhance stakeholder value. We also provide asset and portfolio analysis to identify growth opportunities, supporting informed decision-making.​

Offshore jurisdictions like Cayman Islands (Section 238), Bermuda (Section 106), and BVI (Section 179) allow dissenting shareholders to seek court-determined fair value for their shares in mergers. Our expert team provides comprehensive analysis using court-approved methodologies to determine fair value in these cases, ensuring a thorough and legally sound valuation process.​

We provide credible valuation testimony and opinions for court proceedings, arbitration, and shareholder disputes. Our services cover purchase price conflicts, intellectual property infringement, and damage calculations. Using risk-based methodologies, we deliver robust and reliable valuations across diverse legal contexts.​

We navigate complex fair value standards for assets without market values. Our team assists with purchase price allocation, impairment assessments, and financial instrument valuation, ensuring compliance and accurate reporting. ​

We offer objective valuations for hedge funds and alternative managers' complex, illiquid investments. Our team ensures compliance with U.S. GAAP and IAS standards, providing comprehensive valuation services for diverse alternative assets.​

Our Thinking

Capital allocation and resilient portfolios

Capital allocation is a critical issue for large companies. The ability of boards and management to allocate capital wisely is a top skill sought by institutional investors. It is a difficult discipline to master, capable of either unlocking value for a business or destroying value if not performed well.
Perspective
5 minute read

New Era Merger & Acquisition Strategies

Mergers & acquisitions aren’t always about consolidation—especially with solutions that require collaboration.
Perspective
5 minute read

Navigating the 5G patent landscape

5G is poised to transform operations and industries across the globe in the next 15 years. In this fast-moving, high-investment context, telecommunications patent holders will seek to monetize their patents.
Perspective
5 minute read

The ValueD advantage

Valuations are complicated and time consuming, often hindered by analog processes and siloed data stored across different parts of the organization. With so many moving pieces in the typical approach, collaboration is often challenging too.
Service
5 minute read

Join us

Deciding the career for you is more than simply “landing the job.” It’s finding a place where you know you make a difference each day, where you can be your most authentic self. It’s choosing your impact.

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Get in touch

Elizabeth Cava

Partner, CBC Consulting Leader
+1 441 292 1500

Kelvin Lam

Partner, CBC Consulting Leader
+1 441 298 1111

Mark Munnings

Managing Partner, CBC Tax Leader
+1 242 302 4800

Rikhi Rampersad

Managing Partner, Consulting
+1 868 224 8416

Heldar Carreiro

Partner, Audit & Assurance
+1 441 299 1308