Portfolio Valuation Advisory

Our service group specializes in assisting clients in the valuation of alternative investments, specifically for securities and positions for which there are no “active market” quotations available. Given the dramatic rise in the number and value of illiquid securities held by hedge funds, private equity funds, pension funds, endowments and venture capitals, the scrutiny and attention by investors and regulators to fair value reporting standards has sharpened dramatically. BMI Appraisals brings extensive and unparalleled experience covering:

  • Debt-senior and subordinated, secured and unsecured, performing and distressed
  • Preferred and common equity
  • Derivatives of all types including:
    1. convertible securities
    2. equity, energy and credit swaps
    3. structured products including CDOs and CLOs 
    4. warrants and options