Special Situations

  • Valuation of Securities & Exchange Commission Rule 144 restricted securities for a technology transfer/licensing transaction with a NYSE traded company for income tax filing purposes.Valuation of the restricted securities issued by a Norwegian oil service/technology company to the selling shareholders of a U.S. concern for income tax filing purposes.
  • Valuation of stock options in a bio-technology start-up concern for a management compensation program.

  • Valuation of the Partnership Interests in a large co-generation concern received by the project developers/sponsors for income tax filing purposes.Preparation of an international tender offering to privatize the National Cement Company of Paraguay that involved the valuation of limestone reserves, mining equipment, clinker facility and Portland cement plant.