News & Articles | Houlihan Capital

23

Dec

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 clarifies how fund boards can satisfy their valuation obligations, including an increase in the variety of asset classes held by funds and increase both the…

12

Nov

Valuation, Valuation News, Whitepapers

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 the year. Exemptions may decrease. The current estate gift tax exemption is $11.58 million, which is effective for five (5) years and will revert in…

09

Nov

Quarterly Industry Reports

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 the following links below to access reports for the following industries: Aerospace, Defense & Government Asset Management Banking Building Products Business Services Cannabis Consumer Products…

29

Oct

Valuation, Webinars

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 key valuation practices for Registered Investment Companies. Topics covered in the webinar include: Perspectives from compliance, accounting, and valuation experts Valuation overview, including new Rule…

19

Oct

Company News, Financial Advisory

Transaction Announcement – F.H. Ayer Manufacturing Company

August 2020 F. H. Ayer Manufacturing Company Sale to Big Shoulders Capital Sector: Industrial Services Houlihan Capital acted as exclusive financial advisor on the sale of F. H. Ayer Manufacturing Company, a quality rebuilder and re-conditioner of rotating equipment, to Northbrook, Illinois-based Big Shoulders Capital. Headquartered in Chicago Heights, F.…