Valuation Experience (by Industry and Security Type)

Valuation Experience by Industry

  • Airline (AMR, DHL)
  • Apparel (Levi Strauss)
  • Auto parts manufacturing (Moog)
  • Automobile manufacturing (American Motors, Aston Martin)
  • Biotechnology (startup)
  • Broker-dealer (First of Michigan, First Investors, Gartner, SoundView)
  • Casino (Horseshoe Gaming)
  • Comic book publishing (Valiant)
  • Commercial banking (MCorp, First City Bancorporation, First Republic Bancorporation)
  • Commercial printing (private company)
  • Construction (Kentron, Miller/Thompson Constructors)
  • Consumer products (Dart Container)
  • Diversified communications (Cowles Communications)
  • Drug distribution (Foxmeyer)
  • Electric generation (Cincinnati Gas & Electric, Illinois Power, El Paso Electric, Mirant, Virginia Electric, Bath County Pumped Storage, cogeneration projects)
  • Energy Trading (Enron, Mirant)
  • Electronics distribution (Hall-Mark Electronics)
  • Entertainment (Liberty Livewire)
  • Financial information (Bloomberg)
  • Food distribution (Beatrice, Esmark)
  • Food manufacturing (Beatrice, Esmark, Marathon Enterprises)
  • Footwear (Nike)
  • Gold mining (Newmont Gold, Freeport-McMoRan Gold)
  • Health care (Omega)
  • Hedge fund (CS Capital Partners, Viking Global Investors, FrontPoint Partners)
  • Home improvement (Rickel)
  • Human resources consulting (Hay Group)
  • Industrial gases (Paraco)
  • Insurance-life (Ohio Life)
  • Insurance-property & casualty (Legion, Vik Brothers)
  • Internet (baazee.com)
  • Merchant power (Mirant)
  • Metal trading (Hugo Neu)
  • Mortgage brokerage (Homeowners Mortgage)
  • Mortgage servicing (Lomas)
  • Mutual fund services (First Russian Specialized Depository)
  • Newspaper publishing (Cowles Communications, Journal Sentinel, McClatchy)
  • Oil & gas drilling (Kendavis)
  • Oil & gas production (Dart Oil & Gas, Natomas, Freeport McMoRan, Pennzoil, Freeport McMoRan Energy Partners, Southdown)
  • Paper (St. Regis Paper)
  • Pharmaceutical (Ascent, Schering-Plough)
  • Phosphate mining (Freeport McMoran Resource Partners)
  • Radio and television broadcasting (CBS, Cowles Communications, Sarkes Tarzian)
  • Real estate management (HRO Properties, Skyline)
  • Shipping (Hugo Neu, American President Lines)
  • Shoe manufacturing (Amfesco)
  • Software (Applied Tactical Systems, WatchMark)
  • Telecommunications (AT&T, Pacific Telephone, GST, WatchMark)
  • Textiles (JP Stevens)
  • Thrift (Meritor, Metropolitan, Guaranty Federal, College Savings Bank)
  • Wholesale hardware distribution (Christensen)

Valuation Experience by Security Type

Bonds, Preferred Stock, and Common Equity

  • Conventional bonds
  • Zero-coupon bonds
  • Convertible bonds
  • Conventional preferred stock
  • Convertible preferred stock
  • Mandatory convertible preferred
  • Private C corporation stock
  • Private S corporation stock
  • Master limited partnership units
  • Limited liability company (LLC) units
  • Limited partnership interests
  • Initial public offering (IPO) price
  • Minority block of stock
  • Change-of-control transaction
  • Equity in a start-up
  • Tax lien certificates
  • Tuition prepayment certificates

Derivatives

  • Stock call and put options and warrants
  • Employee stock options (ESOs)
  • Interest-only securities
  • Principal-only securities
  • Call and put options on bonds
  • Interest-rate swaps
  • Currency swaps
  • Credit default swaps
  • Asset swaps
  • Bond forwards and futures
  • Collateralized mortgage obligations (CMOs)
  • CMO residuals
  • Municipal swaps
  • Copper futures, forwards, and options