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Portfolio Valuation Services

Since 1989, the Murray Devine Team at Citrin Cooperman has been the premier valuation service provider for firms holding illiquid investments. Over the years, our practice has expanded to include valuations for financial reporting, periodic reporting to investment committees, lenders, and limited partners, as well as establishing offering prices for structured products by investment banks.
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Clients We Serve

Recent developments have increased scrutiny of the fair values of illiquid investments by investors, auditors, bankers, and the SEC. This heightened scrutiny strains the financial reporting groups of entities holding these investments, diverting time from core responsibilities. Our independent, well-documented valuations provide clients with confidence that their assets are accurately valued and can withstand the strictest scrutiny.

Our clients include:
• 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

Clients We Serve

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Portfolio Valuation Services

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Our services include the following:

Illiquid Investments:
• Senior Debt
• Subordinated Debt
• Convertible Debt
• Preferred Stock
• Common Stock
• Partnership and LLC Interests
• Warrants and Options
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Portfolio Valuation Services Leaders

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Mandeep Trivedi

Managing Partner, Forensics, Litigation, and Valuation Services Partner, Citrin Cooperman Advisors LLC

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Brooke Miller

Partner, Citrin Cooperman Advisors LLC

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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.