Independent Valuations of Businesses and Complex Securities
We help public and privately held companies and investment firms achieve comprehensive independent value assessments and successfully manage their financial reporting requirements. We assist clients with financial modeling and technical accounting expertise in hard-to-value instruments and complex business situations.
Mergers & Acquisitions |
Venture Capital Financing |
Initial Public Offerings |
Bankruptcy & Liquidation |
Level 3 Securities |
Bonds |
Loans |
Equity |
The importance of experience cannot be undervalued when determining the fair value of complex securities. It is important to partner with independent specialists who can provide:
Highly experienced expertise capable of solving complex problems
Complete independence with robust supportable documentation
Quality control to ensure compliance with regulatory requirements and internal policies and procedures
Transparent valuation reports that clearly identify methodologies and conclusions
Business Valuations
Whether for Mergers or Acquisitions, Purchase Price Allocation, Stock-based Compensation, or Goodwill Impairment Testing, we provide objective and independent third-party valuations for companies private and public, any industry, any size.
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Complex Securities
We specialize in advanced financial modeling techniques and technical accounting knowledge needed for Derivatives and Complex Securities: Options, Warrants, Convertible Debt, Earnouts/Contingent Consideration, and Commodity Derivatives.
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Book a Complimentary, No-Obligation Consultation
It is how we ensure we are a mutual fit and give you an understanding of how we create
our custom solutions. From discovery to design, research and analytics to execution
and monitoring to fine-tune and improve, it is our opportunity to explain what we do,
how and why. We know you’re going to like what you hear.