Equity Methods today announced it has expanded its partnership with Equilar to enhance and simplify use of the Monte Carlo Simulator, a tool that helps companies create quick and easy value estimates for relative TSR (rTSR) awards from the comfort of the Equilar platform.

In 2022, Equilar developed the Monte Carlo Simulator in partnership with Equity Methods to assist issuers with their pro forma modeling and preparation processes for the SEC’s then-recently released pay versus performance rule.

Now, as part of the expanded partnership, subscribers can obtain an ASC 718-compliant fair valuation report as well as on-demand pro forma Monte Carlo modeling in a combined offering. Simulator users may now tap Equity Methods’ expertise to receive:

  • Replications for five randomly chosen dates to validate the results of the Monte Carlo Simulator
  • A grant-date fair valuation report specifically developed for ASC 718 financial reporting purposes

“Equity Methods and Equilar share a passion for making issuers’ lives better,” said Takis Makridis, President and CEO of Equity Methods. “Our goal is to make fair value compliance simple for Monte Carlo Simulator users. This partnership creates an easy way for issuers who enjoy hands-on Simulator access to address their compliance needs in a single package.”

“Our enhanced partnership with Equity Methods underscores our commitment to providing our clients with the most accurate, reliable and compliant solutions for their equity valuation needs,” said David Chun, CEO and Founder at Equilar. “By combining our leading-edge technology with Equity Methods’ deep expertise in valuation and financial reporting, we are offering a comprehensive solution that sets a new standard in the industry.”

About Equity Methods

From Fortune 100 multinationals to Silicon Valley startups, hundreds of companies trust Equity Methods for services related to share-based compensation and other long-term incentive programs. Equity Methods delivers comprehensive valuations and audit support, tailored financial reports, and human resources advisory for clients in the US and internationally. For nine consecutive years, Equity Methods has been rated #1 in client satisfaction and loyalty among financial reporting providers in Group Five’s Stock Plan Administration Benchmarking Study. To learn more, visit www.equitymethods.com.

About Equilar

Equilar is the leading provider of executive intelligence solutions. The company’s expertise in relationship intelligence drives state-of-the-art business development and CRM applications, board and executive recruitment, and compensation and governance strategies. Equilar integrates its extensive database of executive profiles with natural language processing and machine learning AI to enable real-time relationship analytics and targeted outreach for its global clients. Equilar’s commitment to excellence has made it the go-to solution for over 1,000 companies, including 75% of the Fortune 500, top PE/VC firms and leading professional services entities. Learn more at www.equilar.com.