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Diversified Asset Management Companies

  • Valuation and analysis of a limited partnership with a gross net asset value approaching $100 million including the application of multi-tier discounting consistent with the ownership structure. The purpose was for use in conjunction with the sale of a minority interest position with an investment portfolio that included: 20 direct fractional interests and 12 indirect fractional interests in residential income-producing real estate ventures, other private equity, and marketable security investments.
  • Assessed the value of a minority block of stock in a privately-held investment holding company that included whole and fractional ownership in ten lower-tier operating entities.
  • Valuation of fractional interests held in numerous family investment entities for buy/sell, marital dissolution, buy/sell, gift tax, and decedent estate tax purposes.

Why Choose Our Firm?

  • We provide first-class analysis, first-class service.

  • We help clients in a wide range of situations.

  • We have broad experience in multiple industries.

  • We're Accredited Senior Appraisers with MBAs.

Hear from Our Clients

  • “Additionally, my clients routinely comment on how easy it is working with the CCA team. I couldn’t ask for anything more.”

    Shareholder, Regional law firm (100+ attorneys)

  • “CCA is my only choice when I need valuations to assist clients who are transferring their wealth to the next generation.”

    Owner, Richmond, Texas Law Firm (Less Than 5 Attorneys)

  • “I am very comfortable referring my clients to Convergent as I know that they will be well taken care of.”

    Shareholder, Houston-Based Law Firm (20+ Attorneys)

  • “You did a great job!”

    Shareholder of indoor/outdoor RV & boat storage business

  • “You made the preparatory paperwork very easy which is much appreciated.”

    General Partner, Houston Based Family Limited Partnership

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