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How to Value

Privately Held Promissory Notes How should a privately held promissory note be valued? In this article Bruce Johnson answers this question. Bruce notes that the key issues to consider when valuing a privately held promissory note are the interest rate, amortization term, collateral, payment history, covenants and marketability of the note being valued. Once this information is assessed, an appraiser can con ...

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Income Post-Mortem and Coupon Clipping

Jeff K. Davis, managing director of Mercer Capital’s Financial Institutions Group, attended Creditflux’s private credit conference in New York a couple of days before the Brexit vote.  He explains that there was not much concern mentioned among mostly U.S. credit investors about it as a market or economic catalyst; nor was there much concern expressed about an aging credit cycle. To read the full article in ...

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Time Will Tell: Diverging Perspectives on BDC Portfolio Values

Last spring we observed that 2015 would likely mark a turning point in portfolio valuations.  With Q4 earnings season beginning, we take an opportunity to check in on portfolio marks and market sentiment over the year.  Travis W. Harms, Mercer Capital’s Financial Reporting Valuation Group lead, explains the key takeaway from the year. To read the full article in Mercer Capital's Financial Reporting Blog, cl ...

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