Portfolio Valuation Services

Focused On Providing Portfolio Valuations

The Murray Devine Team at Citrin Cooperman has been the “go to” valuation service provider for firms holding illiquid investments since 1989. Since then, our practice has broadened to include valuations used for purposes such as financial reporting, periodic reporting to investment committees, lenders and limited partners, and the establishment of offering prices for structured products by investment banks.

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Services Included

Illiquid Investments

  • Senior Debt
  • Subordinated Debt
  • Convertible Debt
  • Preferred Stock
  • Common Stock
  • Partnership and LLC Interests
  • Warrants and Options

How Citrin Cooperman Can Help 

As a market-leading valuation practice, we assist our clients by providing independent, timely, cost-efficient, and transparent valuations of their illiquid investments. Recent developments have led to increased scrutiny of the fair values of illiquid investments by investors, auditors, bankers, and the Securities and Exchange Commission. This increased scrutiny has placed a tremendous strain on the financial reporting groups of entities holding illiquid investments, creating a significant “time sink” for staff and management whose time can be more profitably spent on core investment oversight responsibilities. The independent and well-documented valuations provided by our team give clients peace of mind that their assets are accurately valued by a top valuation firm and will stand up to the strictest scrutiny.

Our clients are made up of:

  • Public and Private Business Development Companies (BDCs)
  • Co-Investment Funds
  • Collateralized Debt Obligations
  • Collateralized Loan Obligations
  • Private Equity
  • Hedge Funds
  • Private Debt Funds
  • Insurance Companies

Portfolio Valuations Services Insights & Resources

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