Payment Center
Client Portal Payment Center
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.

Get In Touch

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
QUICK LINKS
RELATED PRACTICES

Portfolio Valuations Services Leaders

View All Specialists

Portfolio Valuations Services Insights & Resources

All Insights

Portfolio Valuation Services professionals are here to help.

Get in touch with a specialist today.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.