Valuation

We perform valuations and related services to help stakeholders prepare for a transaction. Our services range from market studies and restructuring valuations to related party fee reasonableness opinions.

We provide valuation services for financial reporting purposes in accordance with US GAAP and International Accounting Standards. These include Fair Value Measurement (ASC 820 and IFRS 13), business combination purchase price allocations (ASC 805 and IFRS 3) and asset acquisitions, impairment testing (ASC 350, ASC 360, & IAS 36), stock compensation (ASC 718), leases (ASC 842), and portfolio valuations (ASC 946).

We routinely perform valuations and create customized models for complex financial instruments (CFIs) including equity-based compensation grants, equity securities and derivatives, fixed income securities and derivatives, embedded derivatives, and earn-outs/contingent assets and liabilities. We also provide customized valuations for troubled debt restructuring, corporate income tax, estate tax, and other tax reporting requirements.

We provide business valuation services that support tax planning and tax reporting compliance. Our tax-focused valuations are used for gift and estate tax planning and reporting, charitable contributions, equity-based (deferred) compensation under IRC 409A, corporate restructuring, defense against IRS challenges, and more.

We provide expert witness and rebuttal testimony, economic analysis, and other services to attorneys and their clients involved in litigation and disputes. Our valuation professionals have an excellent track record in matters involving shareholder disputes, eminent domain, personal property taxes, insurable values, and bankruptcy/distressed situations.

We are qualified and credentialled to perform valuations related to many different property types including real estate, machinery and equipment, and energy and infrastructure asset

Our team delivers independent valuations and tailored models for structured products including CLOs, CDOs, RMBS/CMBS, asset-backed securities, and other credit-linked instruments. We also support financial reporting, investor disclosures, regulatory compliance, and tax-related requirements across the full investment lifecycle.

We specialize in providing independent valuations and tailored models for private credit instruments including senior and subordinated debt, unitranche loans, mezzanine financing, convertible debt, and distressed assets. We also support valuation needs for financial reporting, investor disclosures, regulatory compliance, and tax-related requirements across the full investment lifecycle.

We provide independent portfolio valuations across private equity, private credit, and complex financial instruments. By combining deep private markets expertise with institutional-grade valuation technology, we deliver outcomes that are faster, more transparent, and more defensible.