Case Study - Looking for Second Opinion
Hey Guys - I have a case study and was hoping to get a second opinion for any of these questions - Any input would be helpful as I don't know much about trusts. Thanks in advance!
There's not nearly enough information provided to answer these questions.
The Manager is just inquiring what types of questions would you ask in a broad sense, not to create an actual model. That is all the information I was provided.
As for the affiliated nature of the purchase, I absolutely want to know who decided the fair market value of the acquisition if I'm looking at that deal. I want to know why it's a fair and good deal for both affiliates, what are their respective portfolio and fund-level considerations that make it a reasonable deal for both parties?
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