Clients
Each client we serve has a unique set of needs, and whether we act as interim management in a distressed company, or produce a valuation project we take the time to listen and together craft an engagement that will accomplish our clients’ desired goals
International European Bank
Valuation Services
Individual credit valuation within loan portfolio valuation in US division of large international bank
Aggregate loan portfolio valuation of $5bn
Internal Valuation work resulted in sale of over $1.5bn
Mostly Corporate, included real estate and special assets
Credit Portfolio
Valuation Services
Hedge Fund Loan Portfolio
Individually valued hundreds of loans across multiple portfolios
Executed $1bn of secondary portfolio purchases in 3 portfolios
Ag Tech Company
Transition Consulting and Due Diligence Services
Venture Capital backed startup software company
Our client helps farmers become more organized and efficient
We helped our client become more organized and efficient
Building Products Company
Financial Advisory Services
Private Equity backed manufacturing company
Our client helps builders build faster
We help our client process information faster
Ag Science Company
Transition Consulting and Interim Management
Investor Backed Research, Development and Manufacturing Company
Interim CFO responsible for day to day management, Building financial models, Budgeting, and Financial Reporting for the board of directors, Preparing the Company for Debt and Equity Capital Raise
$20 billion Publicly Traded Commercial Bank
Full Service Valuation for nearly 50 loans in Commercial bank Term Loan B Portfolio compliant with Leveraged Lending Guidelines
Completed Project within 20 days
Publicly Traded Domestic Commercial Bank
Regulatory Enterprise Valuations for Loan Portfolio
$2 billion Privately Held Regional Commercial Bank
Full Service Valuation for over 20 loans in Commercial bank Term Loan B Portfolio
Service enables client to be compliant with Leveraged Lending Guidelines
Ongoing outsourced valuation service moves lock step with Underwriting timeline, enabling expedient internal approval
Privately Held Commercial Bank
Regulatory Enterprise Valuations for Loan Portfolio
$30 million Privately Held Software Acquisition
Detailed build up of Sales by Product and customer type
Management Identification Services
Privately Held Oil and Gas Software Company
Due Diligence Support
75 Independent Valuation reports valuing over $4 billion of Private Equity, Venture Capital and Family owned companies
Litigation Support
59-60 Tax Valuation Reports
409(a) Valuations
Purchase Price Allocations
Independent Valuation Services Company
White Label Director of Valuations Services