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Quantitative Marketability Discount Model

The QMDM framework (Mercer Capital, 1997 onward) for computing DLOM as a cost-of-equity uplift over the expected holding period. Mechanic: take the marketable-equivalent cost of equity, add an illiquidity uplift (typically 300-500 bps), discount the projected cash flows over the holding period at the higher rate, and compare to the discounted-at-marketable-rate present value. The percentage difference is the DLOM. QMDM is the most rigorous practitioner framework because it operationalizes the natural experiment generated by the historical narrowing of restricted-stock discounts when Rule 144 holding periods were reduced.

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Ambiguity Aversion · Anchored Assumption · Asset Beta · Bank ROE Spread · Banker Pitch Deck · Beta

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