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…
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Thinking About Selling Your Business? 4 Considerations.

Thinking About Selling Your Business? 4 Considerations. It has been a tough couple of years for many business owners seeking to sell. Struggling with tepid or flat sales growth while confronting low inflation and the desire to increase wages, the window of opportunity was barely cracked open. But the outlook…
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Valuation Rules Have Changed

Valuation Rules Have Changed. This past April, the SEC’s rule changes in connection with unlisted Real Estate Investment Trusts (REITS) and Direct Participation Programs (DPPs) became effective. FINRA RN 15-02, which amends National Association of Securities Dealer Rule 2340 (Customer Account Statements) and FINRA Rule 2310 (Direct Participation Programs), promotes…
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Industry Updates are Available for Q3 2016

Houlihan Capital provides Quarterly Updates on the following industries as of September 30, 2016. 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…
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Industry Updates are Available for Q2 2016

Houlihan Capital provides Quarterly Updates on the following industries as of June 30, 2016. 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…
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