All expertise04

ESOP & Equity Structuring

Valuation and advisory support for ESOPs, CCPSs, CCDs and other equity-linked instruments.

The perspective

Analysis built around its purpose.

Equity-linked instruments require analysis that reflects their rights, conditions, dilution and potential outcomes within the wider capital structure.

When it may be needed

Common engagement situations

01

Issuing employee stock options

02

Structuring CCPSs or CCDs

03

Assessing equity-linked instruments

04

Financial reporting requirements

Scope may include

Areas of analysis

ESOP and sweat-equity valuation
CCPS and CCD analysis
Option pricing and scenario analysis
Black-Scholes and binomial models
Monte Carlo simulation where appropriate
The output

Decision-relevant deliverables

Instrument-specific methodology
Assumption framework
Scenario or probability analysis
Purpose-aligned valuation output