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
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