Preferred Share & Financial Instrument Valuation

TITAN provides valuation services for preferred shares, convertible securities, and other complex financial instruments. Our analyses consider contractual rights, liquidation preferences, conversion features, and other terms that may affect the allocation of equity value among different classes of securities.

 

We evaluate the relevant financial and market information, capital structure, and potential future liquidity events to select appropriate valuation approaches and methods. Depending on the capital structure and the circumstances of each engagement, equity value may be allocated among different classes of securities using the Option Pricing Method (OPM), the Probability-Weighted Expected Return Method (PWERM), the Current Value Method, or hybrid approaches. Our work supports transaction decisions, investment assessments, and financial reporting requirements.