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Services

Valuation and Modelling 

Independent valuation advice and opinions

We help our clients address some of their most challenging valuation issues, ranging from strategic, transactional and operational decisions through to regulatory compliance and monitoring.

By combining our specialist valuation skills with our commercial and industry expertise, our work provides deep insights that stand out through the impact we have on the reputation and success of our clients. We pride ourselves on our ability to listen to our clients, understand their needs and help them develop bespoke solutions to complex valuation issues. Tax valuation also requires a thorough understanding of the governing legislation, case law and practice.

About us

Valuation is often a controversial and complex subject. It requires in-depth understanding of the market, the asset in question, the company and its competitors, financial and non-financial information, as well as factors such as the legal and regulatory environment. Valuation advice needs the right blend of analysis, experience and professional judgment.

Our specialist valuation team advises on all aspects of valuing companies, income generating assets, listed and unlisted securities, derivatives, structured credit, asset backed securities, intellectual property and intangible assets. In addition we offer the largest and most comprehensive real estate valuation capability of any of the major business advisory practices.

We are able to support the provision of rigorous fair value assessments for clients by coordinating efficient, consistent and controlled valuation capability with technology and resources across our firm to deliver a high quality service.

We offer a commercial perspective that is supported by technical rigour and the insights and experience gained from performing numerous major assignments in the UK and internationally every year.

Deloitte capitalises on its vast valuation experience gained from assurance work and quantitative modelling and analytics skills from bespoke restructuring and transaction assignments. We also utilise the knowledge from market leading pricing advisory engagements across Europe.

The UK Valuation group is a key member of Deloitte’s global valuation practice. This provides access to a team of over 1,500 dedicated valuation professionals in all major geographic markets and jurisdictions.

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The team's offering

Portfolio valuations

We provide regular valuation services to a number of funds, private equity firms and institutional investors in respect of their investment portfolios including underlying debt and equity investments, infrastructure, real estate and other unlisted, illiquid assets.

Financial instruments and structured products

We combine bespoke models, tools and software platforms to price and assess the full spectrum of financial instruments and structured products.

M&A and investment analysis

Our team assists management and stakeholders in transactions, strategic reviews and capital investment appraisals.

Reorganisation, turnaround and recapitalisation

We work closely with the our Reorganisation Services group to advise management, shareholders, debt providers, trustees and other creditors of businesses undergoing restructuring in respect of security valuation and value realisation strategies.

Litigation, expert determination and disputes

We often act as an expert witness, an independent expert appointed to determine a value or an advisor to one of the parties in an expert determination. We work closely with Deloitte industry and technical specialists, to deliver solutions tailored to the specific circumstances of the matter.

Intellectual property and intangible assets

We have many years of experience in valuing intellectual property and intangible assets; dealing with the commercial and valuation issues unique to intellectual property and the related impact on shareholder value and financial reporting requirements.

Tax Valuations

Valuation is often a key component in the tax analysis of important business decisions. Tax valuations are complex and subjective and need to reflect a body of case law going back 120 years. This case law imposes a different framework to that typically used in commercial valuation. Potential tax costs of ignoring the framework can be high, both in terms of getting to the right amount of tax and the time and effort needed to do this. A thorough understanding of the case law and practice governing tax valuation is key.​

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Deloitte adds business valuation specialists to team in Scotland

Deloitte has recruited a team of business valuation specialists to broaden its service offering in Scotland. Colin Tait, Craig Whyte and Robbie Glass bring over 25 years’ experience with them. Based in Edinburgh, the team will boost Deloitte’s corporate finance and mergers and acquisitions capability. They will also work with Deloitte’s valuations team based in London and its financial services practice. Gavin Hood, head of corporate finance advisory for Deloitte in Scotland said, “Growing our valuations practice is an important part of our overall corporate finance strategy – we’ve been looking to do this nationally for some time.”

Find out more about about our corporate finance advisory capabilities in Scotland.

From left: Craig Whyte, Gavin Hood (head of corporate finance advisory for Deloitte in Scotland), Colin Tait and Robbie Glass

The Billion Dollar Question - The ICAEW explores the value of Intellectual Property

Deloitte’s valuation team recently contributed to an article by the ICAEW on the value of Intellectual Property. Grant Murgatroyd, alongside Deloitte’s Andy Robinson and Doug Eastman, explores the increasing importance of assessing the value of Intellectual Property in trade and commerce today.

Gone in 300 seconds - How corporate reputation influences the value of businesses in the age of social media

SIFA Strategy, in conjunction with Deloitte, recently carried out research with the aim of understanding the FTSE 350's approach to managing corporate reputation.
Read more on SIFA's full findings.

The respondents in SIFA's survey suggested that between a third and a half of a company's value is accounted for by its reputation, which across the FTSE 350 represents a huge potential pool of value. Understanding this link, and where this value sits, is crucial if it is to be tracked and used to drive strategy.
Download the full report.

Key contacts

Andrew Robinson

Andrew Robinson

Partner

Andrew leads Deloitte’s specialist Valuation Group advising on all aspects of valuing businesses, listed/unlisted securities, intellectual property and other intangible assets in the UK and internatio... More

Stuart Geddie

Stuart Geddie

Partner

Stuart is a specialist valuation partner and his experience includes a range of assignments in regulatory, contentious and advisory situations. He has operated across a broad range of sectors and geog... More

Philip Rees

Philip Rees

Partner

Philip specialises in valuations focused on the assessment of damages in litigation and arbitration proceedings, shareholder or contractual disputes, pre-litigation valuation advice, valuations under ... More

Sue Tilstone

Sue Tilstone

Partner

Sue leads Deloitte’s Valuations – Tax & Legal group, which specialises in valuations of unquoted business assets. She began her career with HMRC’s Shares and Assets Valuation, where she specialised in... More