Corporate Value Advisory

Debt, derivatives and complex financial instruments

Valuing debt, derivatives and complex financial instruments requires technical precision, market insight and clear communication. PwC helps clients understand the value, risk and accounting, tax or commercial implications of financial instruments in transactions, restructures, financial reporting, disputes and internal decision-making. We combine valuation methodology, market data, financial modelling capability and practical deal experience to help clients analyse instruments where value may be sensitive to assumptions, market volatility, credit risk, optionality or contractual terms. Our technical specialists work closely with PwC’s broader deals, tax, accounting, treasury, modelling and financial services specialists to connect valuation analysis with the broader commercial context. This helps clients make informed decisions and communicate complex valuation outcomes clearly to boards, investors, auditors, regulators and other stakeholders.

How we can help

• Debt and loan valuations.
• Derivative and option valuation.
• Complex financial instrument valuation.
• Convertible notes, preference shares and hybrid instruments.
• Embedded derivatives and contingent consideration.
• Credit, counterparty and market-risk valuation considerations.
• Financial reporting, tax and transaction-related valuation support.
• Model review, methodology assessment and valuation governance.

Tangible asset valuation and advisory

Tangible Asset Valuation and Advisory at PwC helps organisations identify, understand and realise the value and risks associated with physical assets, including plant and equipment, infrastructure, property-related assets and specialised operating assets. This helps organisations make informed decisions about their future, whether by providing accurate asset and financial information to potential buyers, investors, operators or maintainers, or by improving alignment between operational practices and business strategy to enhance performance. Applying global best-practice standards and frameworks for asset management, we co-develop strategies that add value. Our team brings together engineers, valuers, asset management specialists, data analysts and strategic advisors, enabling us to connect technical asset knowledge with commercial, financial and operational outcomes. As the largest tangible asset valuation practice in Australia, and as part of a global network of experts, we have a depth and breadth of experience across complex physical asset portfolios. We use this experience to balance technical valuation expertise and robustness with commercial insight and appropriate pragmatism. Our in-house data and analytics capabilities have been developed through work on some of Australia’s largest transactions and asset-intensive businesses. We use advanced technologies, including AI, machine learning, optimisation algorithms and interactive visualisations, to build capex forecasting models, analyse asset performance and present asset and value insights clearly to stakeholders.

How we can help

• Plant, equipment and infrastructure valuations.
• Asset valuation and transaction due diligence.
• Asset capex and opex optimisation.
• Asset management strategy, governance and maturity uplift.
• Asset information management systems and data.
• Financial reporting, tax, stamp duty and insurance valuation support.

Real estate valuations and advisory

PwC’s Real Estate Valuations & Advisory team provides valuation-based advice across commercial, industrial, infrastructure-related and alternative real estate assets. We support clients with valuations for acquisitions, disposals, financial reporting, tax, stamp duty, purchase price allocation, fund reporting, strategic decision-making and portfolio management. Whether you are a not-for-profit, multinational, fund, private landowner, developer or investor, our team of nationally qualified valuers can support you with robust and commercially useful valuation advice. We combine real estate valuation expertise with PwC’s broader deals, tax, accounting, infrastructure, sustainability and industry specialists. This allows us to connect property value with the wider commercial context, including sector trends, capital flows, development pipelines, operating models, tenant demand, infrastructure requirements and changing investor expectations. Building relationships matters to us. We work with clients to understand their needs, identify opportunities and deliver valuation advice that supports clear and confident decision-making.

How we can help

• Real estate valuations for acquisition, disposal and fund reporting.
• Financial reporting, tax, stamp duty and purchase price allocation.
• Land valuations, commercial assets and property portfolios.
• Infrastructure-related and alternative real estate assets.
• Industrial portfolios and individual properties, including logistics and cold storage.
• Data centres.
• Leasehold property.
• Container ports, airports and intermodals.
• Renewables-related assets, including wind, solar and battery farms.

Dispute advisory

Dispute Advisory at PwC helps organisations quantify, explain and resolve value-related disputes. These may include commercial disputes, contractual disagreements, class actions, regulatory matters, financial disputes, post-deal disputes or disagreements about business value. Where there is a difference of opinion on value, losses suffered by a business that need to be quantified, or assistance needed for court or other dispute resolution processes, we can help. We work directly with organisations and with their legal teams, providing independent expert advice, shadow expert support and clear analysis for negotiation, mediation, arbitration or court proceedings. Our senior team includes highly experienced practitioners known for credibility in court and deep sector knowledge across a range of industries. We are experienced in high-pressure dispute environments, expert evidence and complex valuation issues, including emerging ESG-related matters. We use advanced technology to bring greater efficiency, clarity and insight to the dispute process. Our Decision Analytics Platform rapidly digests and analyses large volumes of data from varied sources and data types, presenting findings in a consolidated, interactive and easy-to-understand way. We understand the need for clear, robust reporting and analysis that can withstand scrutiny. Whether a dispute ends up in court or not, our aim is to help clients reach a practical and fair resolution with confidence.

How we can help

• Dispute resolution, including commercial disputes, contractual disagreements, class actions, regulatory issues and financial disputes
• Quantification of loss and damages.
• Loss of profits and loss of opportunity claims.
• Misleading and deceptive conduct matters.
• IP theft and intangible asset disputes.
• Business interruption claims.
• Project delay and compulsory acquisition matters.
• Wage underpayment and employment-related claims.
• Completion account and post-deal disputes.
• Dispute valuation of businesses, shares, financial instruments and intangible assets.
• Independent expert reports and expert witness testimony.
• Shadow expert services.

Value consulting and decision support 

Value consulting at PwC helps organisations make better capital, investment and strategic decisions by identifying where value is created, where it is at risk and how outcomes can be improved.

We provide strategic guidance on capital asset expenditure, value optimisation, commercial model design, innovation roadmaps and business case development. We also help clients identify and commercialise existing innovation, including intellectual property and other intangible assets, to create new sources of income.

Our expertise across strategy, finance, operations, deals, tax, accounting and industry sectors enables us to take a broad and integrated view of value. We go beyond traditional consulting by connecting strategic choices with valuation, commercial analysis and execution.

As part of the PwC global network, we can access specialists across sectors and business imperatives, including energy transition, decarbonisation, sustainability and net zero goals.

By using advanced technology, including AI, machine learning and analytics, we can rapidly build value-chain scenarios, test options and communicate insights clearly to stakeholders. This helps clients spend more time on the decisions that matter and less time navigating fragmented analysis.

How we can help

• Value optimisation and value driver analysis.
• Capital program strategy and business case support.
• Capability mapping and operating model assessment.
• Commercial model design.
• Innovation roadmap development.
• ESG, decarbonisation and net zero value analysis.
• Intellectual property identification and commercialisation.
• Scenario analysis, sensitivity testing and decision support.