Question 1

What services does LDWilson Partners provide?

Accepted Answer

LDWilson Partners provides economic and accounting expert services, judicial, arbitration and out-of-court expert analysis, valuation, fairness opinions, shareholder buyout assessments, shareholder disputes, forensic financial analysis and strategic advisory services. Our work combines technical rigor, independence and executive experience in complex and sensitive matters.

Question 2

How does LDWilson Partners support shareholder disputes involving founders and family-owned businesses?

Accepted Answer

We operate in shareholder dispute contexts involving partner conflicts, disagreements related to valuation, shareholder buyout assessments, governance matters and situations requiring independent technical analysis in highly complex environments.

Question 3

How does LDWilson Partners support boards of directors and committees?

Accepted Answer

We provide technical and analytical support to boards of directors, special committees and regulatory environments requiring technical clarity, independent assessment, economic and financial analysis, and support in reputational, regulatory or contentious matters.

Question 4

How does the issuance of a Fairness Opinion report work for the valuation of portfolio companies held by Private Equity Funds (FIPs), considering the fair value criteria established under CPC 46 and the regulatory requirements applicable to structured investment funds, including CVM Instructions 578 and 579?

Accepted Answer

Our reports are prepared for specific purposes and within clearly defined technical scopes. In certain cases, the valuation is developed exclusively for the pricing of Private Equity Investment Funds (FIPs), in accordance with the fair value criteria established under CPC 46 and the regulatory requirements applicable to structured investment funds, including CVM Instructions 578 and 579.

This type of engagement requires not only technical expertise in valuation and corporate finance, but also a strong understanding of the accounting, regulatory, and governance frameworks governing the measurement of illiquid assets, private investments, and complex capital structures.

The preparation of these reports requires:

• consistent application of recognized valuation methodologies;

• critical assessment of financial and operational assumptions;

• understanding of CVM regulations and the investment funds industry;

• ability to prepare technical documentation suitable for auditors, fiduciary administrators, asset managers, investors, and regulatory authorities;

• technical independence, methodological traceability, and clarity in the support of conclusions.

Our differentiator lies in combining hands-on market experience with a technically qualified team authorized to issue independent reports and specialized opinions, bringing together professionals with certifications and professional registrations applicable to the activity, including CFC, CRC, CORECON, and CNPI credentials, as well as executive experience in capital markets, private equity, boards of directors, audit committees, and regulated corporate environments.

Frequently asked questions

What services does LDWilson Partners provide?

How does LDWilson Partners support shareholder disputes involving founders and family-owned businesses?

How does LDWilson Partners support boards of directors and committees?