Asset valuation advisory services constitute a fundamental component of the business and investment environment, given their pivotal role in determining the fair value of business entities, assets, and financial instruments. These services support market efficiency and enhance transparency in financial transactions.
With the continuous development of capital markets and the increasing complexity of investment transactions, independent valuation reports have become essential for listed and non-listed companies, investors, financial institutions, and regulatory authorities such as the Capital Markets Authority (CMA). These reports contribute to informed decision-making, ensure fairness among stakeholders, and strengthen compliance with regulatory requirements.
Baker Tilly Kuwait provides Asset Valuation services as a consulting firm licensed by the Capital Markets Authority to carry on the activities of a Licensed Investment Advisor and a Licensed Asset Valuator. We prepare independent professional reports based on recognized valuation methodologies, serving purposes including investment transactions, mergers and acquisitions, restructuring, capital increases or reductions, and other material corporate transactions.
What are the Asset Valuation Services Provided by Baker Tilly Kuwait?
The following Asset Valuation services are provided by Baker Tilly under its Investment Advisor and Asset Valuator licenses in accordance with the Executive Bylaws of Law No. 7 of 2010 concerning the establishment of the Capital Markets Authority and the regulation of securities activities, as amended:
| S. | Service name | Regulatory Reference |
|---|---|---|
| 1 |
Securities ValuationPreparing an independent report to determine the fair value based on recognized valuation principles and standards, reflecting the financial position, economic conditions, and market circumstances related to such securities. |
Module 9 “Mergers and Acquisitions” and Module 11 “Dealing in Securities” of the Executive Bylaws of the CMA Law. |
| 2 |
Mergers and Acquisitions (M&A)Preparing transaction advisory reports on the buy-side and sell-side, whether for offeror companies or acquirees (target companies), including financial advisory for companies seeking mergers, share swap ratio analysis, assessment of the financial and accounting impact of mergers, structuring of acquisition or merger transactions, analysis of financing alternatives, determination of the optimal legal and financial structure of the transaction, and evaluation of risks associated with the proposed structure. |
Module 9 “Mergers and Acquisitions” of the Executive Bylaws of the CMA Law. |
| 3 |
Non-Controlling Interests ValuationPreparing a report estimating the fair value of all shares/units not owned by the controlling shareholder or controlling group. |
Boursa Kuwait Rulebook relating to listing requirements pursuant to Articles 7-1-4, 7-1-5, and 7-10. |
| 4 |
Valuation of In-Kind SharesPreparing Asset Valuator’s report concerning the valuation of in-kind contributions in the following cases:
|
Module 11 “Dealing in Securities,” Chapter Three “Valuation of In-Kind Shares (Tangible or Intangible)” of the Executive Bylaws of the CMA Law, and Companies Law No. 1 of 2016 pursuant to Articles 11 and 79. |
| 5 |
Valuation of Partners’ SharesPreparing the Asset Valuator’s report concerning the valuation of partners’ shares of various types. |
Module 5 “Securities Activities and Registered Persons” of the Executive Bylaws of the CMA Law and relevant provisions of Companies Law No. 1 of 2016 and its Executive Regulations, as amended. |
| 6 |
Valuation of Corporate Net AssetsPreparing Asset Valuator’s report concerning the valuation of the net assets of companies in cases of corporate conversion, mergers, spin-offs, and corporate termination. |
Module 5 “Securities Activities and Registered Persons” of the Executive Bylaws of the CMA Law and relevant provisions of Companies Law No. 1 of 2016 and its Executive Regulations, as amended. |
| 7 |
Valuation of Attached SharesPreparing the Asset Valuator’s report concerning the valuation of the attached shares. |
Module 5 “Securities Activities and Registered Persons” of the Executive Bylaws of the CMA Law and relevant provisions of Companies Law No. 1 of 2016 and its Executive Regulations, as amended. |
| 8 |
Valuation of Listed Securities, Stocks, Bonds, and SukukPreparing Asset Valuator’s report concerning the valuation of listed securities, stocks, bonds, and sukuk. |
Module 11 “Dealing in Securities” of the Executive Bylaws of the CMA Law, and Article 130 of the Executive Bylaws of Law No. 125 of 2019 concerning the Regulation of Insurance. |
What Is the Added Value to Business Entities from Asset Valuation Services?
- Ensure compliance with CMA regulatory requirements and applicable legislation.
- Promote independence, integrity, and the avoidance of conflicts of interest in the provision of professional services, and protect business entities from the risks of manipulation and unlawful practices associated with valuation activities.
- Ensure fair and objective valuation of equity interests.
- Protect the rights of shareholders, partners, minority investors in companies, and unitholders in investment funds, and contribute to safeguarding business entities from instability in cases of partner disputes.
- Assist investors and business entities in making significant strategic and financial decisions and attract prospective investors.
Why Baker Tilly Kuwait?
- Baker Tilly in Kuwait is a member of the Baker Tilly International network based in the UK, ranked amongst the top 10 global accounting networks.
- Baker Tilly in Kuwait is licensed by the Kuwait Capital Markets Authority (CMA) to provide Investment Advisor and Asset Valuator services.
- Extensive experience in providing asset valuation services to entities operating across various business sectors in the State of Kuwait.
- Highly experienced bilingual team with specialized academic qualifications and professional certifications.
- Commitment to performing Asset Valuation engagements according to predefined timelines with no delays, and responsiveness to client requirements.
Related Services
- Feasibility Study
- Impairment Testing
- Transaction Between the Company and A Related Party
- Purchase Price Allocation
- Financial Restructuring
- Strategy and Business Plan
- Collective Invest. Consulting
- Financial Due Diligence
- Listing on the Emerging Companies Market Consulting Services
- Competition Protection Agency Support Services
- Assisting Foreign Business Entities with KDIPA