Business & Securities Valuation Services

Our founder, Marti P. Murray, is a valuation specialist certified by the National Association of Certified Valuators and Analysts (NACVA) and has over thirty years of combined experience in valuation as a principal investor, financial advisor, and testifying expert. She is supported by a team with extensive valuation skills and expertise. Murray Analytics was awarded the 2017 HFM US Hedge Fund Service Award for Best Valuation Service – Hard to Value Assets and was a finalist for the 2018 award in the same category.

Murray Analytics also actively maintains and updates a proprietary database that allows us to perform research and obtain information on critical valuation topics in a timely and cost-effective manner.

Selected Business & Securities Valuation Case Studies

atlantic asset management

  • Appointed by Hon. William H. Pauley III, United States District Court, Southern District of New York, as Independent Monitor and subsequently Receiver of Atlantic Asset Management, a registered investment advisor with approximately $1.4bn in fixed income assets under management

  • AAM is the subject of an SEC enforcement action alleging fraud.

  • Oversaw and actively managed AAM, including winding down the firm and multiple investment vehicles, valuing esoteric investments, and pursuing causes of action to benefit the estate

  • Evaluated and pursued recovery actions and asset dispositions

  • Coordinated activities with firm clients, service providers, and sub-advisers

  • Served as a co-proponent with the SEC for a proposed Plan of Distribution

patriarch partners

  • Retained as expert on behalf of Lynn Tilton and Patriarch Partners with respect to an SEC enforcement action alleging fraud in connection with CLOs that held investments in distressed companies

  • The SEC complaint alleged, among other things, that Patriarch miscategorized and improperly valued certain portfolio investments in distressed companies, resulting in fee overcharges

  • Issued expert report, including opinions related to industry custom and practice with respect to managing a distressed debt investing strategy and loan modifications

  • Lynn Tilton and Patriarch prevailed