This article will update the Highland Global study, “Family Limited Partnerships: Discount Statistics of Closed-end Funds,” (originally published in November 2005) for data relating to the third quarter of 2006. Please see the original article for more details regarding discount statistics of closed-end funds available at http://www.HighlandGlobal.com. Barron’s Closed-End Fund Data Each quarter, Barron’s … Continue reading Discount Statistics Of Closed-End Funds Update For The 2nd Quarter 2006
Valuation Insights & Articles
Welcome to Valuation Insights & Articles, where Highland Global shares thought leadership, expert guidance, and commentary on the ever-evolving world of business valuation. Here, you’ll find practical insights tailored for SBA lenders, business owners, attorneys, and financial professionals. Topics include SBA 7(a) valuation standards, goodwill analysis, tax-related valuation, M&A strategy, litigation support, and valuation methodology best practices. Stay informed with clear, actionable content rooted in real-world experience and regulatory knowledge.
State of the Economy 2nd Quarter 2006
Introduction Economic activity finally began to exhibit additional signs of significant slowing in the second quarter after mixed signals from various economic data indicators and strong economic growth during the first quarter. Real gross domestic product (GDP) increased at an annual rate of 2.5% in the second quarter following an increase of 5.6% at … Continue reading State of the Economy 2nd Quarter 2006
Valuation Brief: M&A Outlook 2006
A Look Back at 2005 Merger & Acquisition Activity Worldwide merger and acquisition activity reached $2,900 billion, 40% higher than in 2004, but still short of the $3,300 billion level reached in 2000. Based on this, 2005 was the third best year on record for mergers and acquisitions. The robust activity may be attributed to … Continue reading Valuation Brief: M&A Outlook 2006
JNC Shipping Corporation Case Study
JNC Shipping Corporation is a multinational shipping firm that operates oil tankers in the North Sea, from Venezuela to the United States, and LNG tankers in the Pacific. The executive management team is comprised primarily of members of the Cloninger family. In addition, the Board is controlled by members of the Cloninger family who share … Continue reading JNC Shipping Corporation Case Study
Iris Rental Management Company Case Study
Iris Rental Management Company was founded thirty-five years ago by Tom and Eva Williams to provide long-term rental management services to owners of apartments, condominiums, townhomes, office buildings, retail space, etc. Since its founding, Iris Rental Management Company has maintained a fairly stable staff as a result of the pleasant working environment created by the … Continue reading Iris Rental Management Company Case Study
Whitehall Textiles Group Case Study
Whitehall Textiles Group was founded in 1960 by Don Whitehall to produce embroidered golf shirts and hats for corporate clients. The company thrived during the late 1960s and early 1970s as a result of three large corporate clients that each generated over $500,000 in revenues per year for the company. These three large clients were … Continue reading Whitehall Textiles Group Case Study
Discount Statistics Of Closed-End Funds Update For The 1st Quarter 2006
This valuation brief will update the Highland Global study, “Family Limited Partnerships: Discount Statistics of Closed-end Funds,” (originally published in November 2005) for data relating to the first quarter. Please see the original article for more details regarding discount statistics of closed-end funds. Barron’s Closed-End Fund Data Each quarter, Barron’s Online (www.barrons.com) reports statistics on … Continue reading Discount Statistics Of Closed-End Funds Update For The 1st Quarter 2006
Global Communications Solutions Case Study
Global Communications Solutions, Inc., a closely held and family controlled communications company, was founded in 1925 by Major Sid White to provide Communications equipment to the shipping industry in the United States. The current thirty shareholders are Mr. White’s direct descendants or trusts that hold shares for descendants. The executive management is also comprised mostly … Continue reading Global Communications Solutions Case Study
Triumvirate Industries Case Study
Triumvirate Industries, Inc., an international small aircraft engine manufacturing firm, is in its third generation of Barkley ownership. Currently, there are forty shareholders in the Company, some of which are trusts set up for the benefit of members of the youngest generation. Currently, there are ten members of the Barkley family that are involved … Continue reading Triumvirate Industries Case Study
The Flower Shoppe Case Study
John Doe is thirty-eight years old and an employee of a manufacturing firm, RM Corporation, where he has been employed for nearly twenty-years. Following the announcement of significant redundancies (including John) at RM Corporation, John Doe decided to put his entrepreneurial spirit to the test by buying a small business that would provide him and … Continue reading The Flower Shoppe Case Study
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