Valuation Archives | Private Equity Bro

Perpetual Capital Vehicle Valuation: How Monthly NAV Is Set

15 October 2026

Perpetual capital vehicle valuation: how evergreen funds set their monthly NAV, who reviews the marks, and what to check before…

What Is a Fulcrum Security in Distressed Restructurings?

26 September 2026

Distressed restructurings allocate enterprise value down the capital structure in order of priority, and somewhere in that stack the money…

Earn-Out vs. Contingent Value Right in M&A

22 September 2026

Both structures pay the seller later in mergers and acquisitions (M&A), but they answer different questions. An earn-out is a…

What Is a Tender Offer in PE Secondaries?

15 September 2026

A secondary buyer names one price for limited partner (LP) interests in an existing private equity fund, quotes it as…

Private Equity Multiple Compression Watch for 2026

30 August 2026

Private equity multiple compression in 2026 is selective rather than uniform. CohnReznick puts median implied EV/EBITDA multiples in US private…

Cold Storage Facility Underwriting Checklist

26 August 2026

Cold storage facility underwriting starts with a refrigerated warehouse that can trade at institutional industrial pricing or fall out of…

DCF Interview Questions: 10 Key Concepts Candidates Must Know

31 July 2026

A discounted cash flow analysis values an asset by estimating the cash it can distribute to capital providers, then discounting…

Top Real Estate Finance Books for Investors and Dealmakers

9 July 2026

Top real estate finance books are reference texts that teach professionals how to underwrite assets, structure debt, analyse markets, and…

Merger Model Walkthrough: How to Analyze Deal Accretion and Dilution

26 June 2026

A merger model estimates how an acquisition changes the acquirer’s earnings per share, leverage, credit metrics, ownership structure, and return…

Minority Interest vs. Non-Controlling Interest: What’s the Difference?

14 June 2026

A non-controlling interest, or NCI, is the portion of a consolidated subsidiary’s equity not attributable, directly or indirectly, to the…

What Replacement Cost Is in Real Estate Valuation

11 June 2026

Replacement cost in real estate valuation is the current cost to deliver a property with equivalent utility, including land, hard…

Top M&A Books Every Analyst Should Read

31 May 2026

Top M&A books for analysts are practical references that improve deal judgment under time pressure, not reading for its own…

Accretion/Dilution Analysis Explained: How M&A Deals Affect Earnings Per Share

25 May 2026

Accretion/dilution analysis measures whether an acquisition increases or decreases the buyer’s earnings per share, usually on a pro forma first-year…

Best Financial Modelling Books for Investment Banking Analysts

15 May 2026

A financial modelling book for investment banking is a structured training resource that teaches analysts how to build integrated three-statement…

Trading Comps vs. Precedent Transactions: Which Valuation Method Fits Best?

7 May 2026

Trading comps and precedent transactions are both market-based valuation approaches, but they answer different questions. Trading comparable companies estimate value…

Net Asset Value (NAV) for Property Funds: Calculation, Drivers, and Pitfalls

8 March 2026

Net Asset Value (NAV) is the core measurement property fund stakeholders use to translate a portfolio of illiquid real estate…

PIPE Deals in SPAC Transactions: How Private Investments Support De-SPACs

6 March 2026

A PIPE, private investment in public equity, is a private placement of securities by a public company into institutional investors,…

Exit Multiple Expansion: What it Means and How it Drives Returns

2 March 2026

Exit multiple expansion is the increase in valuation multiple between entry and exit, typically measured as enterprise value to EBITDA.…

Enterprise Value vs. Equity Value: Key Differences and How to Calculate Both

21 February 2026

Enterprise Value estimates the value of the operating business available to all capital providers. Equity Value estimates what common equity…

Zero Coupon Convertible Bonds in Private Equity: Structure and Key Uses

17 February 2026

A zero coupon convertible bond is a debt instrument that pays no scheduled cash interest and gives the holder the…

Up-C Structure in PE-Backed IPOs: How It Works and Key Trade-Offs

16 February 2026

An Up-C structure is an IPO architecture that allows a business held in a pass-through entity to list a C…

Using WACC in LBO Models: When It Works and When It Fails

6 February 2026

Weighted average cost of capital (WACC) represents the blended required return on a firm’s debt and equity, weighted by market…

Private Placement Memorandum (PPM): Purpose, Key Contents, and Investor Protections

31 January 2026

A private placement memorandum (PPM) is the foundational legal document that supports most private equity, credit, and growth capital fundraising.…

Dividend Discount Model (DDM): How to Value Stocks from First Principles

27 January 2026

The Dividend Discount Model (DDM) values equity as the present value of all future cash dividends to common shareholders. It…

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