Valuations

About Valuations

Our Senior Managing Directors have rendered hundreds of fairness opinions and are nationally recognized published experts in valuations. Sutter’s principals have testified as expert witnesses with respect to fairness, valuation, investment banking practice, complex brokerage, and other issues in United States District, Bankruptcy, and Tax Courts, as well as in the Delaware Court of Chancery, numerous other state courts, and arbitrations. Gil Matthews or Bob Muh personally handle each assignment. Each of the professionals has over 35 years experience.

Our extensive transactional experience enables us to provide advice and assistance to corporate directors in carrying out their duties to shareholders. Our familiarity with corporate finance and financial markets enables us to value companies and securities and to defend our valuations in litigation.

Owners of public and private companies often require valuations. Valuations are necessary for:

• Business decisions, such as buying or selling companies, selling or repurchasing stock or debt, recapitalizations, and employee stock plans;
• Family and tax decisions relating to estates, gifts, financial planning and marital dissolutions;
• Litigation with respect to such issues as valuation and taxation.

Sutter’s investment bankers, with their knowledge of corporate finance, financial markets, and “real world” transactions, are particularly well suited to estimate the value of companies and securities in a variety of contexts. Our professional staff performs valuations for many business, tax and accounting purposes:

Buying or selling business

Private placements of debt and equity

Recapitalizations and reorganizations

Estate and gift taxes

Poison pills

Sutter’s investment bankers have had considerable experience with the special requirements of fair value and fair market value litigation. Our principals are widely respected in the valuation community. We have contributed to leading valuation books and periodicals, and spoken on valuation in tax seminars, valuation forums.