Valuation Services for Financial Sponsors

Excelsior provides valuation services to financial sponsors for transaction support, as well as financial reporting and tax reporting purposes.

Tailored Valuation Services for Financial Sponsors

Excelsior provides valuation services to financial sponsors, including private equity fund managers, independent sponsors, family offices, and venture capital firms, as well as their respective portfolio companies, for transaction support, as well as financial reporting and tax reporting purposes. Our experience serving clients from smaller funds to some of the largest asset managers, along with our deep accounting and finance experience allows us to tailor our services to meet our clients’ needs.


Our services include: 

  • Financial Reporting Valuation Services, including:

    • Opening Balance Sheet Purchase Price Allocation

    • Stock Compensation Expense

    • Impairment Testing

    • Fair Value Measurement of Debt, Derivatives & Other Securities

  • Common Stock Valuations for IRC 409(a) Purposes

  • Fairness Opinions

  • Solvency Opinions

  • Portfolio Valuation Services

  • Tax Valuations for Reorganization & Entity Realignment

Services that are tailored to your clients needs.

Our team is highly skilled in delivering integrated valuation and accounting services that align with the high standards you and your clients expect. We take pride in offering dependable expertise while maintaining a personalized, client-focused approach throughout every project.

With over 15 years of experience in valuation and 20+ years of accounting experience, Excelsior's professionals bring a depth of knowledge to each engagement. Our unified team is committed to providing practical, solutions-driven services that meet the unique needs of your clients.

Let’s connect to build a solution for you.

Excelsior’s team of experts is ready to collaborate with you to develop a customized, solution-focused plan that meets your needs.

Examples of Recent Engagements