WHAT WE DO

From valuing public securities (stocks and bonds) to private companies, we help clients maximize value with an upmost sensitivity to risk.

Pamphlet_dutch_tulipomania_1637_edited.jpg
Letter COPY.JPG
Map Image High Res Cropped.tif

PUBLIC SECURITIES VALUATION

Our coverage universe includes more than 1,000 companies whose equity and debt securities we monitor on a daily basis.  Whether you are a portfolio manager looking for ways to leverage your research ability to investors looking for unbiased security analysis we can help you meet your long term objectives.

PRIVATE COMPANY VALUATIONS

We help executives value their business for various reasons, including: exploring strategic alternatives, mergers or acquisitions, profit sharing/ESOP valuation, tax audits, and inheritance/financial planning among others.

STRATEGIC ALTERNATIVES ADVISORY

We help private businesses think of their business as an asset with a tangible market value.  Developing strategies to maximize value longer term is often something that needs a fresh set of eyes.  We can help management evaluate its strategic alternatives over a lifespan.