Share |

 

Valuations home Representative Engagements Clients

Key Contacts:

William J. Bavis
Managing Director
Neil H. Demchick
Managing Director
Joseph S. Estabrook
Managing Director
Gregory R. Marsh
Managing Director
Charles W. Rains
Director

Representative Engagements

Listed below are general examples of our valuation experience:

  • An Invotex director was retained to provide valuation consulting services on behalf of an employee/owner who had been terminated from a company, an information technology solutions provider with revenues in excess of $250 million, that provided information technology solutions to the government and private sector. The valuation was used to negotiate a favorable settlement for the client.
  • An Invotex managing director was retained for a valuation of various preferred and common stock ownership interests in a wireless communications company whose total invested capital exceeded $1 billion.
  • An Invotex managing director was selected as the valuation expert by two parties in a minority interest shareholder dispute to provide a valuation of an IT service provider of business intelligence, technology infrastructure, integrated solutions and professional services to the U.S. Government and Fortune 500 corporations.
  • An Invotex managing director was engaged in the valuation of a national transportation and warehousing company located in the Midwest, whose revenues exceeded $25 million, for the purpose of the sale of a division of a publicly traded company in bankruptcy.
  • An Invotex managing director was engaged in a valuation for estate and gift tax purposes of a Company that creates, organizes and conducts educational meetings for the pharmaceutical industry in connection with marketing of their products to medical professionals. The company had two classes of stock and sales of $25 million.
  • An Invotex managing director was engaged in the valuation of a Bermuda investment holding company with controlling and minority interest in various African joint ventures in transportation, mining and communications.
  • An Invotex managing director was engaged in the valuation of a controlling and minority interest in a U.S. importer of shell fish with processing plants located in Indonesia and the Philippines. Annual sales of $22 million.