March 9, 2023
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
Specialties
Valuation
With our comprehensive understanding of valuation, 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 valuation 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
- 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
- Transaction pricing and negotiation
- Employee Stock Ownership Plans (ESOPs) –valuations, transaction opinions, Board advisory
- Private equity portfolio interests
- 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 – trademarks, patents, copyrights
- Tangible assets – inventory, machinery and equipment, real estate
- Valuation policy and procedure reviews
For more information about our Financial Consulting Services please 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, and fixed vs. variable cost structure
- Net working capital analyses and impacts 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
For more information about our Financial Consulting Services please 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:
- Corporate disputes – breach of contract, tort, negligence,
- Family law – financial expert and financial neutral services for divorce, child support
- Shareholder disputes – closely-held companies, appraisal rights, squeeze outs, employee matters, class action suits
- Municipal disputes – eminent domain, right of use, regulatory agencies
- Post-acquisition dispute resolution – working capital, purchase price, misrepresentations
- Expert testimony – lost profits, economic damages, diminution of value
- Regulatory investigations – financial consulting and expert services
- Asset identification and recovery
For more information about our Financial Consulting Services please 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
- Procuring emergency liquidity and long-term capital
- 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 contact Steven Sherman, Managing Director.
Real Estate and Equipment Appraisal
We have a specialized team focused on appraisal of tangible assets, including:
- Property tax appraisals
- Loan/collateral support
- Feasibility studies for new projects
- Financial reporting and tax compliance requirements
- Liquidation valuations
- Expert testimony
For more information about our Financial Consulting Services please contact Steven Sherman, Managing Director.
Specialties
Real Estate:
In addition to general commercial including hospitality, retail, multi-family and industrial: Complex Properties including Oil/Gas, Electrical Generation and Transmission, Pipelines, Railroads, Airports, Ethanol, Chemical, Subdivisions, and Mining.
Tangible Assets:
In addition to manufacturing machinery and equipment/furniture and fixtures: Maritime assets including ocean going vessels, aircraft, pharmaceutical, cannabis, wineries, breweries, medical equipment and refineries.
For more information about our Financial Consulting Services please contact Steven Sherman, Managing Director.