Valuation Services
As a research-driven investment bank, business and securities valuation is the cornerstone of the firm's success. Whether raising capital or providing M&A or strategic financial advice to our clients, our ability to determine the value of businesses and securities by applying deep market knowledge, thorough industry research, and rigorous valuation analysis is what allows us to excel in order to achieve our clients' objectives.
The firm's highly experienced professionals are not only valuation specialists, but also experienced and active investment bankers combining rigorous analysis with transactional expertise to render accurate and supportable valuation and fairness opinions.
Our valuation and fairness opinions are rendered for a variety of purposes, including:
- Business sales, mergers and acquisitions
- Shareholder buyouts, buy-ins, and buy-sell agreements
- ESOPs and equity-based compensation plans
- Financial reporting (SFAS 141 and 142)
- Estate planning and gift tax
- Private equity placements and initial public offerings (IPOs)
- Leveraged buyouts, management buyouts, and going private transactions
- 409a and stock options