We bring a carefully tailored approach to the many valuations we have provided for clients across a broad range of litigation and business strategy engagements, offering both technical proficiency and the ability to assess the variables that influence future values.

Valuation is a component of many of the practices in which we work, including Intellectual Property, Securities & Financial Instruments, Strategy & Analytics, Transfer Pricing & Tax, Commercial Litigation & Damages, and Energy. We apply sophisticated modeling, statistical, and econometric techniques and often develop advanced models to run various scenarios.

The ability to accurately value complex instruments will be a key aspect of the litigations resulting from the subprime lending fallout. It is also critical in our analyses in cases involving stock options backdating. Valuation of assets in bankruptcy proceedings also draws on our quantitative expertise and depth in economic analysis.

Our valuation work has involved:

Financial Instruments

We are experts in applying sophisticated financial tools to value a broad range of financial instruments and derivatives, including warrants, swaps, futures options, structured notes, and currency options. Of particular relevance to subprime lending litigations, we also have significant experience in mortgage and other asset-backed securities.

Bankruptcy and Insolvency Issues

Analysis Group applies sophisticated modeling, statistics, and econometric techniques to value the assets of bankrupt entities. We have valued all types of complex assets and liabilities, and work with leading experts who have particularly strong expertise in valuing distressed firms.

Stock Options: Backdating Investigations and Corporate Reporting Valuations

Analysis Group has extensive expertise in the valuation of stock options and other equity instruments, both in response to the recent backdating investigations and in the context of corporate reporting.

Businesses

We have valued hundreds of privately held companies over the past ten years, performing valuations for the purposes of liability and damage assessment in commercial litigation and marital dissolutions, mergers and acquisitions, partner buy/sell agreements, estate and gift taxes, and strategic planning.

Intellectual Property

Analysis Group consultants have applied rigorous economic and financial techniques to value IP for our clients and often, their prospective partners as well.

Ventures, Products, and Investments

We have provided valuations related to a wide spectrum of industries, including technology, manufacturing, distribution, retail, and services.