1. Non-liquid financial instruments are becoming increasingly complex and more challenging to value.
2. Regulators, auditors, investors, and politicians are increasing pressure for investment managers to adhere to well-defined and consistently applied valuation policies that comply with the current reporting standards and that increases transparency.
These facts make the need to engage an independent experienced valuation specialist more important than ever for Alternative Investment firms.
Engaging Marshall & Stevens to actively participate in the valuation process will answer the questions of expertise, independence, and transparency. Our Financial Valuation professionals are called upon to provide an independent opinion of value of wide range of the debt and equity instruments to assist our clients in complying with the following guidance:
Complex financial modeling techniques required to value some of these instruments may include: Black-Scholes Option Pricing Model, Binomial Lattice and Monte Carlo Simulation.
We provide portfolio valuation advisory services to a variety of public and private entities that include:
Our portfolio valuation advisory services are designed to provide clients with independent valuation assistance of portfolios that include investments of every size, type, and complexity. Our professionals work closely with regulators, auditors, and some of the world’s largest private investment funds, third-party administrators, and investors in nearly every industry.
Marshall & Stevens values a broad range of complex securities, strategies, and derivatives, including:
Engaging Marshall & Stevens to actively participate in the valuation process will answer the questions of expertise, independence, and transparency. Our Financial Valuation professionals are called upon to provide an independent opinion of value of wide range of the debt and equity instruments to assist our clients in complying with the following guidance.
Our Transaction Opinion team collaborates with our internal multi-disciplinary professionals to provide the value analyses and fresh independent opinions to fiduciaries, financing sources and investors for public and private company transactions.
The answer is simply, “What will your audit firm accept.” We provide all three solutions.
Marshall & Stevens has a large team of valuation professionals, all of which have industries where they have a particular expertise, including: agriculture, automotive, chemical, construction and engineering, consumer products, energy and infrastructure, entertainment and media, food and beverage, healthcare, hospitality and gaming, manufacturing and distribution, real estate, professional services, technology.
Marshall & Stevens performs real estate appraisals for financing, estate and gift tax planning and reporting, buy/sell consideration, insurance, easements, property tax, and litigation.
Marshall & Stevens has a team of specialists that perform Quality of Earnings and other transaction advisory services.
Marshall & Stevens values companies and assets around the world. Our staff travels as necessary to conduct site inspections, management interviews and perform other due diligence.
Marshall & Stevens provides Fairness and Solvency Opinions, valuation analyses, investigative accounting, and expert witness services to assist public and private clients with their important transactions and litigation matters.
