Representative Transactions

SOLVENCY OPINION

  • Rendered opinion on $800 million acquisition of international scientific instrument manufacturer

FAIRNESS OPINION

  • Rendered opinion on $300 million acquisition of a behavioral health company

LITIGATION SUPPORT

  • Expert witness in Nestle Holding v. Commissioner, DHL Corp. v. Commissioner, UPS of America v. Commissioner, and others
  • Provided support to international beverage company in $1 billion tax dispute
  • Provided support to international food processor before French tax authorities

IRS SECTION 482

  • Developed transfer pricing guidelines and analysis for international machine tool manufacturer

IRS SECTION 864 (E)

  • Developed international interest expense allocation project for multinational paper company with over $12 billion in assets

VALUING INTANGIBLE ASSETS

  • Valued player contracts of a National Basketball Association team
  • Valued the orbital slots of a satellite company
  • Determined the value of an Internet company in the sports industry for financial accounting

MANAGEMENT PLANNING

  • Consulted with foreign auto manufacturer seeking to purchase U.S. based distributors

ASC 805 (formerly FASB 141)

  • Allocated $4 billion purchase price of an international chemical company

ASC 350 (formerly FASB 142)

  • Performed goodwill impairment test on a .com company in the financial services industry

REAL ESTATE APPRAISAL

  • Valued an international real estate portfolio consisting of thirty-four industrial properties

ESTATE PLANNING

  • Determined the appropriate discounts to be applied for lack of control and lack of marketability in connection with a multi-tiered ownership structure

EQUIPMENT APPRAISAL

  • Determined the liquidation value of a textile manufacturer for financing purposes

PURCHASE PRICE ALLOCATION

  • Allocated $300 million purchase price of a national juvenile furniture manufacturer for book and tax purposes