Defensible Transfer Pricing Data for Corporate Finance Transactions

Inside the Database

Every agreement, decomposed into defensible data points.

We don't just store agreements. We map the flow of fees and calculate the figures TP teams can't easily find anywhere else.

M&A Advisory Monitoring Agreements Capital Markets Advisory

Advisory feeREC-04417

SELL-SIDE M&A · OLAPLEX (US) → HENKEL (DE)

Olaplex

Pays the fee

$25M

J.P. Morgan

Receives the fee

Advisory fee paid to bank

Olaplex paid J.P. Morgan a sell-side advisory fee for financial advisory services on the transaction.

Agreement RecordM&A Advisory

J.P. Morgan advised Olaplex on its sale to Henkel.

PartiesOlaplex (US) · J.P. Morgan (US)

AdvisorJ.P. Morgan

Sell-side Advisory Fee$25M

JurisdictionUS

Common scenario

A parent divests a subsidiary, an entity acquires a target, or a corporate development team recharges an advisory fee to a subsidiary. In each case, whether external or intercompany, the fee requires arm's length benchmarking.

The TP question

Is the advisory fee consistent with what independent banks charge for comparable buy-side or sell-side mandates at similar enterprise value and deal complexity?

Cross-border fee flowREC-08821

Univar

Portfolio company

$2.5M / yr

LUX

CVC Capital Partners

Institutional investor

Cross-border monitoring fee

Annual monitoring fee paid from a US portfolio company to its institutional investor in Luxembourg.

Agreement RecordMonitoring Agreement

Univar paid CVC Capital Partners an annual monitoring fee.

PartiesUnivar (US) · CVC Capital Partners (LUX)

AdvisorCVC Capital Partners

Annual Monitoring Fee$2.5M / yr

JurisdictionUS · LUX

Common scenario

A PE-backed portfolio company or subsidiary pays an annual monitoring or management fee to its institutional investor or parent company for strategic oversight.

The TP question

Is the monitoring or management fee consistent with what comparable portfolio companies pay to independent advisors for equivalent strategic advisory and oversight services?

Advisory feeREC-06352

DEBT FINANCING · SENIOR & JUNIOR TRANCHES

Redbox Entertainment

Issuer · pays the fee

1% / 3%

PJT Partners

Receives the fee

Advisory fee paid to bank

Redbox Entertainment paid PJT Partners advisory fees on senior (1%) and junior (3%) debt financing.

Agreement RecordCapital Markets Advisory

PJT Partners advised Redbox Entertainment on its debt financing.

PartiesRedbox Entertainment (US) · PJT Partners (US)

AdvisorPJT Partners

Senior Debt Financing1.0%

Junior Debt Financing3.0%

JurisdictionMulti-jurisdiction

Common scenario

A subsidiary issues high-yield bonds or raises equity, and the DCM or ECM advisory fee paid to investment banks is recharged across group entities in multiple jurisdictions. Each entity in the fee allocation chain requires arm's length support from comparable market data.

The TP question

Is the capital markets advisory fee consistent with what comparable issuers pay for similar instrument types, issuance sizes, and bookrunner compositions?

Coverage

Three transaction categories. One benchmarking standard.

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M&A Transactions

Fees paid to investment banks for buy-side and sell-side transactions.

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Capital Markets Advisory

Fees paid to investment banks for debt and equity raises.

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Monitoring Agreements

Fees paid from portfolio companies to institutional investors.

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Defensible transfer pricing data for corporate finance transactions.

Every agreement, decomposed into defensible data points.

Three transaction categories. One benchmarking standard.

M&A Transactions

Capital Markets Advisory

Monitoring Agreements

See the benchmarking data your defense file deserves.