Valuation Advisory Services
The creation or preservation of value is at the heart of every important decision that a good business leader makes.
Teneo’s Valuation Advisory Services team provides objective advice to meet your every strategic, accounting or tax requirement. Whether you are a blue-chip corporate, an investment fund, an owner managed business or high net worth individual, our dedicated and experienced team provides robust, independent opinions to inspire confidence at the highest level.
We provide a comprehensive suite of services, from the valuation of businesses, shares, financial instruments and intangible assets in the context of normal commercial negotiations or financial reporting requirements, through to more complex situations involving restructuring, disputes and litigation.
Our team comprises individuals with decades of experience from the largest accounting and advisory firms. We employ the latest valuation approaches and methodologies which allow us to provide advice to the highest technical standard, which we further enhance through our deep sector expertise and insight from Teneo’s senior adviser network.
We are also completely free from audit restrictions and many other conflicts which means we are one of the few firms that can provide you with genuinely objective and independent advice. Our lack of conflicts also means that we can often start working with you in short order if your timeframe is critical.
Now, more than ever, Teneo’s hands on, senior-led team can help clients by providing objective, independent valuation advice in addressing the regulatory scrutiny, market volatility and complexity they are now facing.
- Restructuring & Distressed Assets.
- Financial and Tax Reporting Valuations.
- Fairness & Transaction Opinions.
- Intellectual Property & Intangible Asset Valuation.
- Commercial and M&A Valuations.
- Loan and NPL Portfolio Valuations.
- Portfolio & Alternative Asset Valuation.
- Dispute Resolution & Litigation.
- Solvency Assessment Services.
Details of the entity providing services, legal and regulatory information in respect of the Teneo entity are also included in our engagement letters.
Specific information relating to our regulated entities which provide services to clients is detailed below:
|Registered Name||Legal Form||Registration Location and Reference||Registered Office||Data Protection||Regulator(s)||Professional Indemnity Insurance|
|Teneo Financial Advisory Limited||Limited Company||England & Wales, 13192958||5th Floor, 6 More London Place, London, SE1 2DA||UK - ZA920639||The Institute of Chartered Accountants in England and Wales (“ICAEW”) C008873136. All insolvency practitioners are licenced by the ICAEW. ICAEW Designated Professional Body licence for a range of investment business activities.||Details of the professional indemnity insurer can be provided on request.|
|Teneo Securities LLC||Limited Liability Company||USA - Delaware||280 Park Avenue, 4th Floor, New York, NY 10017||N/A||Financial Industry Regulatory Authority (FINRA) #151256. |
Securities and Exchange Commission (SEC).
|Details of the professional indemnity insurer can be provided on request.|
Teneo Securities LLC’s Business Continuity Planning
Teneo Securities LLC has developed a Business Continuity Plan (“BCP”) on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our BCP.
The Firm has developed and installed a BCP in the case of any business disruption that causes the Firm to have limited or no communications with its employees or customers. Our plan anticipates two types of business disruptions, internal disruptions which affect only our Firm's ability to do business (such as a fire in our building) and external disruptions that prevent the operation of securities markets or other firms (such as natural disasters or acts of war).
The Firm intends to stay in business during both internal and external disruptions due to the fact that the Firm employees can conduct Firm related business from alternate off-site physical locations and the Firm maintains an alternate location for the maintenance of its books and records. We anticipate that the Firm will recover from internal business disruptions within 24-48 hours. An outage due to an external business disruption may be longer and is beyond the control of the Firm. However, the Firm will endeavor to resume business as soon as it is possible for the Firm to establish business operations from alternate off-site physical locations.
The Firm’s BCP specifically addresses the following areas related to Firm operations:
- Data back-up and recovery (hard copy and electronic);
- All mission critical systems;
- Procedures to test and determine the Firm's ability to do business (i.e., financial and operational assessments);
- Alternate communications between customers and the Firm;
- Alternate communications between the Firm and its employees;
- Alternate physical location of employees;
- Critical business constituent, bank, and counter-party impact;
- Regulatory reporting; and
- Communications with regulators.
If you have questions about our business continuity planning, you can contact us (212) 886-1600.