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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.

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  • 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.

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    President/CEO, Hydraulic and Pneumatic Power Distribution Systems Component Manufacturer

  • “...well documented and authoritative.”

    General Partner, Houston based Family Limited Partnership.

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    Shareholder of indoor/outdoor RV & boat storage business

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    In-house attorney, personal injury law firm, Houston, Texas

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