What is a Purchase Price Allocation? This type of valuation is used for financial reporting purposes and typically allocates the purchase price from a transaction across three main asset categories: net working capital, tangible assets, and intangible assets.

Corporate Finance

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Case Study

Advising Inside Edge on a successful dual track transaction

Inside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP. Chartwell led the design and execution of the transaction, including a market-clearing process to place external financing to fund the transaction and provide significant liquidity at closing.

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