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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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"I wanted to take this opportunity to thank you and your team for all your hard work on providing an opinion of fair market value regarding membership interests of my Company."- Principle of a privately-held investment management company