March 24, 2026
Get in touch with the team
Learn more about our unique approach.
Point of contact: Steven Sherman, Managing Director & Head of Project Finance
Get in touchValuation
Due Diligence
Litigation Services
Restructuring
Real Estate and Equipment Appraisal
Valuation
With a comprehensive understanding of valuation (see bios for our senior team members), we provide insight when negotiating transactions, meeting financial and tax reporting requirements, supporting litigation strategies, restructuring investments, and more. Our team brings in-depth experience to address complex issues across most industry sectors.
Core services include:
- Fairness and solvency opinions – Related party transactions, leveraged recapitalizations, sale-leaseback, tender offers, ESOPs, divestitures, fraudulent conveyances
- Valuation disputes – consulting and expert services
- Private equity portfolio interests – mark-to-market of portfolio investments
- Private credit valuation – including direct portfolios, unitranche, mezzanine debt, and specialty finance assets
- Financial reporting – Purchase price allocations, impairment testing, stock-based compensation, contingent consideration
- Tax planning and compliance – restructuring, divestitures, cancellation of debt, worthless stock, estate and gift, 409A, transfer pricing/intangible asset valuation
- Transaction pricing and negotiation
- Employee Stock Ownership Plans (ESOPs) –valuations, transaction opinions, Board advisory
- Pension fund alternative investments
- Complex capital structures and derivatives – convertible securities, preferred stock, options, warrants, earn-outs, restricted securities
- Financial modeling – operational assessment, acquisition support, capital budgeting,
- Intellectual property – patents, trademarks, copyrights and technologies developed through universities tech transfer offices.
- Tangible assets – inventory, machinery and equipment, real estate
- Valuation of sports franchises analysis of team operations, revenue streams and franchise related assets.
For more information about our Financial Consulting Services please Download our Brochure or contact Steven Sherman, Managing Director.
Due Diligence
We work with both buyers and sellers in connection with their mergers, acquisitions, divestitures, and other strategic transactions to provide objective financial due diligence services. Our transaction specialists have spent many years working with private equity firms and strategic buyers and sellers in a wide variety of industries and deal structures.
Core services include:
- Quality of earnings analysis – including sales and gross margins, operating expenses, fixed vs. variable cost structure, and EBITDA adjustments
- Net working capital analyses and impact of seasonality
- Evaluation of projections and underlying assumptions in light of historical results and metrics
- Carve-out and stand-alone assessments for divestiture transactions
- Balance sheet analysis, including the identification of debt and debt-like items
- Evaluation of key accounting policies and internal controls, including quality of personnel and closing procedures
- Public sector due diligence, including financial reviews and project assessments for state government agencies and authorities.
For more information about our Financial Consulting Services please Download our Brochure or contact Steven Sherman, Managing Director.
Litigation Services
In both expansionary and challenging economic times, the number of business failures, fraudulent activities and financial irregularities has significantly increased the need for litigation services. Our experienced professionals offer solutions to resolve complex issues.
Core services include:
- Expert testimony – lost profits, economic damages, diminution of value
- Shareholder disputes – closely-held companies, appraisal rights, squeeze outs, employee matters, class action suits
- Corporate disputes – breach of contract, tort, negligence,
- Family law – financial expert and business/asset valuation for divorce
- Municipal disputes – eminent domain, right of use, regulatory agencies
- Post-acquisition dispute resolution – working capital, purchase price, misrepresentations
- Regulatory investigations – financial consulting and expert services
- Asset identification and recovery
For more information about our Financial Consulting Services please Download our Brochure or contact Steven Sherman, Managing Director.
Restructuring
We work closely with senior executives, trustees, and attorneys to facilitate an efficient analytical and transparent process.
Core services include:
- Expert testimony – Solvency analysis and opinions
- Preference and fraudulent transfer analysis
- Prepackaged plan of reorganization
- Restructuring existing debt and equity
- Sale of non-core businesses
- Structuring and negotiation of reorganization plans
For more information about our Financial Consulting Services please Download our Brochure or contact Steven Sherman, Managing Director.
Real Estate and Equipment Appraisal
We have a specialized team focused on appraisal of tangible assets, including:
- Financial reporting and tax compliance requirements
- Liquidation valuations
- Expert testimony
- Property tax appraisals
- Loan/collateral support
- Feasibility studies for new projects
For more information about our Financial Consulting Services please Download our Brochure or contact Steven Sherman, Managing Director.