


Transactions
Valuation & Financial Advisory
Helping organizations navigate transactions and transformations, meet reporting requirements and understand the value implications of their strategic decisions.
Organizations face complex challenges across the transaction and transformation lifecycles, requiring thoughtful valuation solutions to assess strategic alternatives and inform decision-making and execution.
Companies require deep market insights, blended with industry and technical expertise, to strengthen valuations and support decision-making.
Our valuation experts work with management teams, boards of directors, capital markets participants and investors who need rigorous, defensible insight to guide high-stakes decisions and maintain credibility with stakeholders.
Bringing together financial analytics, industry expertise and real-world market perspectives, we deliver sophisticated and actionable transaction and transformation advice, including:
Independent and objective valuations of businesses, tangible and intangible assets and financial instruments to support management planning, reporting and compliance
Strategic alternatives based on value-focused, scenario-based financial modeling
Fairness and solvency opinions
Quantum calculations for a range of disputes and litigation
Objective and credible valuation opinions that elevate outcomes
Strategic Advisory & Transaction Support
Support better deal decisions. We deliver rigorous analytics and independent insight to support capital raises, M&A processes and distressed transactions.
Bank Collateral Valuation Opinions
Strengthen lending confidence. We offer in-depth insight into the value of assets and businesses, including distressed situations where lenders need clear collateral insight and restructuring support.
Fairness & Solvency Opinions
Enable prudent governance. We help boards and special committees fulfill fiduciary responsibilities by providing independent fairness and solvency opinions for critical decision-making.
Portfolio Valuation
Value illiquid assets. We provide independent valuations for private equity firms, hedge funds and investment managers, including work required for financial reporting under fair value standards.
Intellectual Property (“IP”) & Intangible Asset Valuation
Address IP challenges across diverse business situations. We apply technical and industry expertise to develop valuation opinions for intangible assets used as collateral, in M&A, financial reporting, transfer pricing and litigation.
Financial Instruments Valuation
Deliver independent valuations. We apply advanced modeling capabilities, proprietary technology and our Quantum system to analyze complex financial instruments across asset classes and scenarios, supporting financial reporting, risk advisory and due diligence.
Financial Reporting & Tax Opinions
Meet financial reporting and tax needs. We deliver valuations for fresh start accounting, purchase price allocation, impairment testing, equity incentive compensation and estate and gift tax requirements.
Dispute & Litigation Support
Support complex disputes. We provide expert testimony, damages valuation, court-ready reports and reviews of opposing experts by combining industry, technical and testimonial expertise.
Transactions
Strategic transactions demand more than deal analysis. We bring an integrated, multidisciplinary focus on all facets of our clients’ businesses that may be impacted by a transaction and scale our expert support accordingly.
Client Outcomes

Expert Perspectives
Deep valuation and advisory expertise for rigorous financial roadmaps
Combining industry and technical expertise with market insights and transaction experience, our valuation experts have a proven track record of delivering sophisticated and actionable advice to clients.

Bradley E. Henn
Senior Managing Director, Leader of Valuation & Financial Advisory
Franck Risler
Senior Managing Director, Leader of Securities, Commodities & Derivatives
Michael Rachlin
Senior Managing Director
Alexis Anaman
Senior Managing Director










