Deep industry knowledge, informed by decades of advisory and valuation experience.
We give our clients the industry context that bears on value: the competitors, comparable transactions, and investors most relevant to each engagement, supported by disciplined analysis.
Industries we know deeply.
Our advisory, valuation, and testimony are grounded in genuine industry fluency: the operating dynamics, comparable transactions, and valuation conventions that define each market. Select an industry to see related matters.
Technology
Software, AI, digital infrastructure, and technology-enabled businesses across growth, valuation, and transaction engagements spanning SaaS, data platforms, enterprise systems, and emerging markets.
View matters →Financial Services
Asset and wealth management, insurance, specialty finance, fintech, and broker-dealer platforms, supported by disciplined analytical work and deep industry insight.
View matters →Business Services
Professional, outsourced, and tech-enabled service businesses, supported with valuation, strategic advisory, and transaction execution across a broad range of end markets.
View matters →Consumer & Retail
Consumer brands, retail operators, and e-commerce businesses navigating growth, strategic transactions, and capital formation, with insight into evolving consumer behavior.
View matters →Healthcare
Providers, payors, life sciences, healthcare IT, and outsourced services, advised on strategic transactions, capital formation, and valuation, with detailed financial analysis.
View matters →Industrials
Manufacturing, distribution, logistics, energy, and infrastructure-related industries, advised on valuation, strategy, and execution in complex, asset-intensive markets.
View matters →Matters of consequence.
A selection of engagements in which our principals have provided valuation, testimony, or transaction expertise. Filter by industry below.
This matter involved stockholder litigation related to a merger transaction. The case focused on fairness to minority shareholders and the influence of a controlling stockholder.
This case involved stockholder litigation surrounding a take-private transaction. The analysis centered on valuation and whether the transaction provided fair consideration to shareholders.
This commercial dispute involved contractual obligations between technology and service providers. The case focused on performance issues and the calculation of damages.
This matter involved stockholder litigation arising from transactions with potential conflicts of interest. The case examined whether fiduciary duties were upheld and whether minority shareholders were treated fairly.
This case involved stockholder litigation concerning corporate governance and disclosures. The dispute focused on alleged misconduct and the accuracy of information provided to investors.
This matter involved professional liability claims against an audit and advisory firm. The case focused on whether services were performed in accordance with professional standards.
This case involved stockholder litigation tied to a sale process with competing bids. The dispute examined whether the process maximized shareholder value and was conducted fairly.
This case focused on the sale of a company that experienced a rapid financial decline and eventual bankruptcy soon after a sale to a new owner. The issues were adequate disclosure, fraudulent conveyance, and resulting damages.
This case involved stockholder litigation related to transactions with affiliated parties. The dispute centered on valuation and whether conflicts of interest were properly managed.
This matter involved stockholder litigation concerning the role of a controlling shareholder. The case focused on governance practices, multiple classes of stock, and fairness in corporate decision-making.
This dispute arose following a corporate acquisition. The case focused on transaction terms, including valuation and potential post-closing adjustments.
This case involved a federal trademark dispute related to branding and product positioning. The matter focused on intellectual property rights and competitive conduct in the marketplace.
This matter involved damages suffered by shareholders which resulted due to management withholding information about the company's operations as a hostile takeover was voted down.
This case involved stockholder litigation during a period of financial distress. The dispute focused on governance decisions and related-party transactions.
This landmark case involved stockholder litigation related to a strategic acquisition. The dispute focused on fiduciary duties and potential conflicts involving senior leadership.
This matter arose in the context of divorce litigation. The case focused on the valuation and ownership structure of a closely held business.
This arbitration involved a dispute between the company and a former executive. The case focused on contractual obligations, compensation, and alleged conduct.
This case involved stockholder litigation related to a corporate acquisition. The dispute examined valuation, deal structure, and fairness to minority shareholders.
This matter involved litigation under ERISA related to employee stock ownership plans. The case focused on fiduciary duties and the valuation of plan assets.
No highlighted matters in this industry yet.