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Valuation Services

Servicing the general partner and investor community, we provide valuations for portfolio assets, complex securities, and opinions in support of transactions and disputes.



Reliable valuations are the bedrock of good transactions, strategic decisions and successful litigation. Our experienced team includes some of the most renowned valuation experts serving the corporate, fund manager, investor, and litigation communities.

Our Services

Valuation is a core discipline at BRG. Our services include in-depth portfolio and asset-level valuations, for complex securities, as well as opinions in support of transactions and disputes. The BRG approach to valuation leverages the deep knowledge base of our industry expert groups. Our services include:

Private Funds Valuation

BRG helps clients address their valuation challenges to comply with the latest fair value reporting requirements and to meet SEC and other regulatory examinations. Our services include:

Transaction Opinions and Valuations

We serve as an independent advisor providing transaction opinions to help companies, their boards of directors and other stakeholders fulfill their fiduciary duties in connection with a proposed transaction. BRG works on behalf of boards of directors, special committees, trustees, investors and other fiduciaries to provide:

  • Solvency Opinions
  • Fairness Opinions
  • Capital Adequacy Opinions
  • Transaction Support

Disputes and Expert Testimony Valuations

BRG senior professionals are credentialed valuation experts with extensive testimony experience. The firm has participated in some of the largest commercial litigation cases of recent years and provides the litigation expertise needed for our clients’ most critical disputes. Our services include:

  • Fraudulent Conveyance Actions/Solvency
  • Shareholder Appraisal
  • Valuation of Intellectual Property
  • Business Interruption and Lost Profits Calculations
  • Specialized Disputes

Financial and Tax Reporting Valuations

We provide valuation services to fulfill financial reporting and tax requirements for corporations, funds and investors in the US and internationally. Our valuation opinions are prepared in accordance with the requirements of the SEC, the IRS and other regulatory bodies.

Specialized / Strategic Valuations

BRG provides specialized valuation services requiring explicit industry and regulatory expertise. Examples of such services include healthcare valuations, intellectual property portfolio assessment and value enhancement advisory.


Our valuation services are appropriate for clients that face valuation challenges, are contemplating a transaction or are involved in a dispute. We serve a client base of:


  • Public/Private
  • Domestic/International
  • Start-up/Established/Distressed

Investment Funds

  • General Partners (PE, Hedge, BDCs, Mutual Funds)
  • Limited Partners (Pension, Fund-of-Funds, Sovereign Wealth, Endowments, Family Offices)

Parties in Litigation and Other Contentious Proceedings

  • Attorneys
  • Companies in Bankruptcy Proceedings
  • Defendants/Plaintiffs

News & Insights

Selected Publications