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


Ag Tech Investor

Valuation Servies

  • Private placement Angel investor in an Agriculture Genomics Company

    • We helped our client value a private placement investment


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, Reporting to 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