Complex Securities Valuation

KNAV offers specialised valuation services for complex financial instruments, ensuring accurate and transparent reporting. Our expert team delivers reliable, compliant valuations from contingent consideration and hybrid securities to employee stock options and structured products. We help clients manage risk, meet regulatory requirements, and optimise financial strategies with precision and insight.

Companies are increasingly utilising innovative financial structures such as contingent consideration, convertible and hybrid securities, and equity-based derivatives to optimise their risk-reward strategies. While these complex instruments can be powerful tools, they often present significant challenges in terms of accounting and valuation, leading to unexpected financial reporting implications.

At KNAV, we specialise in valuing a wide range of complex financial instruments, offering clients comprehensive solutions for accurate and transparent reporting. Our team provides in-depth analysis and independent valuations for contingent consideration, convertible and hybrid securities, corporate guarantees, and employee stock options, including SARs, PSUs, RSUs, and Phantom stocks. We deliver detailed reports that meet the stringent requirements of auditors and regulatory bodies, ensuring your financial reporting is reliable and compliant.

Our expertise encompasses the valuation of embedded derivatives, warrants (including token warrants), equity and credit swaps, forward agreements, and structured products such as CDOs, CLOs, ABS, and RMBS. We also assist with valuing non-controlling interests, interest rate derivatives, and complex capital structures, providing tailored solutions for the allocation of equity value. Our team helps clients benchmark interest rates for debt instruments and assess current expected credit losses, ensuring you have a clear understanding of your financial position.

Whether you’re addressing profit interest, carried interest, or navigating the complexities of structured products, our valuation services deliver the clarity and insights you need to make informed decisions. With our extensive experience and commitment to accuracy, we help clients manage risk, meet regulatory requirements, and achieve their financial objectives.

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How is KNAV delivering Above & Beyond?

Master complexity with KNAV—expert valuations, insightful reporting, and risk management solutions that empower your business to stay compliant, informed, and ahead in today’s evolving financial landscape.

Our Practice leaders

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Theresa Zeidler

Director - Valuations

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