Alteris LLC has conducted valuations and provided consulting services for a variety of companies and purposes. The companies range in size from pre-revenue startups to those with assets in the multi-billions.
Engagement purposes include strategic planning, acquisitions, investment analysis, exit planning, buy/sell, estate tax, estate planning, gift tax, marital dissolution and other litigation support, among others. We have conducted projects on five continents.
We maintain client information completely confidential and private unless compelled under force of law to reveal this information. We do not reveal the identities of clients, even if it would be help the marketing of our firm.
Some Examples of Alteris Engagements
Publicly Traded Electronics Manufacturer – Performed an acquisition strategy of a multi-hundred million publicly traded electronics company focusing on the utility industry.
Electronics Manufacturer- Performed a strategy and acquisition advisory of the electronics manufacturing subsidiary of one of the largest publicly held companies in Britain. Client was based in Germany.
Audio Electronics Companies – Conducted strategy and acquisition advisory of leading audio electronics companies in Britain, Denmark, Germany and the USA.
Electronics Manufacturers – Strategy, valuation and acquisition advisory of companies in the USA and Europe.
Various Private Equity Firms – Investment analysis, valuation and related due diligence of companies in the lower to middle market in the USA.
Food Marketing & Distribution Company – Valuation for marital dissolution purposes.
Consumer Package Goods – Strategy, valuation and acquisition advisory for several large food processing and manufacturing companies.
Foodservice Company – Directed the strategy and acquisition advisory & analysis for multiple foodservice companies around the United States for a major food manufacturer.
Consumer Package Goods manufacturer – Numerous technology, new product and other capital investment analysis for a Fortune 500 sized CPG company.
Silicon Valley Internet Startups – Conducted a valuation study of the stock options for IRC 409A purposes of a silicon valley startup managed by former Google personnel and other management teams.
Printing Company – Performed a valuation of the equity shares of printing company for marital dissolution purposes.
Displays & Fixtures Design, Marketing & Manufacturer – Performed a valuation for purposes of a C-Corp to S-Corp. conversion.
Design and Printing of Signs and Advertising Specialties Company – Valuation for marital dissolution purposes.
Heavy Equipment Sales & Distribution Company – Performed valuation for purposes of a buy/sell agreement.
Oil Transportation / Piping Equipment and Materials – Valuation and advisory for acquisition purposes.
Audio Electronics Companies – Conducted a valuation and acquisition advisory of leading audio electronics companies in the UK, Denmark and Germany.
Telecommunications Equipment & Services Company – Provided growth strategy and acquisition advisory services for a venture capital backed telecommunications company.
Numerous Technology Startups – generalized business advisory services to entrepreneurs and early stage companies located in the USA, Europe, the Middle East and Africa.
Home Building Plumbing Supplies and Services – Valuation and advisory for acquisition purposes.
Gold Mining Services Contractor – Valuation for estate planning.
Bus Tour Company – Valuation analysis for marital dissolution purposes.
Captive Insurance Brokerage – Valuation analysis for marital dissolution purposes.
Metal Forming & Bending – Valuation for estate tax purposes.
Healthcare Staffing Company – Valuation for marital dissolution purposes.
Medical Imaging Equipment Company – Conducted a valuation and acquisition advisory of medical imaging equipment & refurbishing company.
Medical Home Healthcare Company – Valuation for a buy/sell agreement.
Intellectual Property – Valuation of patents and licensing rights for technology innovations developed within a major research university.
Economic Damages in wrongful death litigation and shareholder disputes (various cases).
Forensic accounting and fraud detection in support of litigation.
Damages calculations in support of litigation in regards to an acquisiton for a software services company.
Insurance contract investment analysis and valuation for estate planning purposes.
Audio Electronics Company – Performed strategy and advisory services for the acquisition of a well-known audio company based in Germany.
Automotive Parts Supplier – Conducted strategy, valuation and advisory services for the acquisition of Tier 1 supplier of automotive parts to the Big Three automotive companies.
Software Developer and Distributor. Conducted a valuation of the stock options for IRC 409A purposes of a software firm located in Southern California.
Electronics Manufacturer – Acquisition and other growth strategy analysis for a large family owned German electronics manufacturer.
Various Companies in the Oil & Gas industry – acquisition and growth strategy analysis for various companies providing equipment, services and infrastructure in the Oil & Gas industry.
Litigation Services Company – Valuation for purposes of a buy/sell agreement.
Electronic Control Manufacturing – Valuation and advisory of a British electronic control manufacturing for purposes of acquisition.
Construction Management & Services – Valuation for estate planning.
Contract Manufacturing – Conducted valuations and acquisition advisory in support of a program to acquire Electronic Contract Manufacturing companies.
HVAC Distributor – Conducted a valuation study for purposes of a buy/sell agreement.
Publicly-traded Venture Capital Firm – Performed over 100 valuations for several high tech business incubators that had many successful IPOs and M&As during the Internet boom and in recent years.
Investment Portfolios – Managed the initial review and assessment of foreclosed businesses owned by the government as a result of takeovers and liquidations of financial institutions. Assisted government in determining the extent of the national problem with these financial institutions.
Wireless Telecom Provider – Provided a valuation study as a condition for additional private equity funding by a prominent Economic Development Bank.
Defense Contractor – Performed a capital stock valuation of a high technology firm to position company for sale.
Computer Service Bureau – Conducted a valuation study of all tangible and intangible assets for sale price determination including software, computer hardware, databases and non-compete covenants.
Franchisor – Performed a pre-acquisition planning study of a Midwest real estate franchisor involving more than 70 franchised locations.
Financial Institution – Directed the valuation of specialized securities for a major bank as a basis for transfer between regulated and unregulated subsidiaries.
National Catalogue Retailer – Performed a valuation of property, plant and equipment to ascertain the adequacy of collateral to structure a highly leveraged transaction.
Savings & Loan Institution – Performed a capital stock valuation to allocate value to shares owned by an Employee Stock Ownership Plan.
Technical Services – Provided pre-acquisition valuation analysis and negotiation assistance to overseas acquirer seeking to purchase a complementary technical service company in the US.
Information Company – Valued the capital stock of an internationally recognized specialty information business for potential purchase by employees.
Soft Goods Manufacturer – Conducted a capital stock valuation to allocate value to shares to be purchased by the company’s Employee Stock Ownership Plan.
Instrumentation Manufacturer – Performed a valuation study of a major product line owned by a large publicly traded company to assist in disposition planning and negotiation strategy.
Fiber Manufacturer – Valued a large, family-owned manufacturer of specialty filament to establish a fair price for purchase by family members or outside investors.
Restaurant Chain – Directed purchase price study of major restaurant chain with more than 100 corporate-owned stores and 40 franchised units. Included the valuation of trade names, liquor licenses, franchise agreements, favorable leases and personal property.
Fund Management Company – Conducted a pre-acquisition strategy and valuation study for a large insurance company involved in purchasing a fund advisory which managed the investments of several prominent pension funds.
Machine Tool Manufacturer – Performed a valuation of a family-owned manufacturer of custom metal products for succession planning purposes.
Textile Manufacturer – Performed an appraisal of a 150-year-old company to fulfill the requirements of the shareholders’ buy/sell agreement.
Nylon Manufacturer – Valued the operations of a major textile company for potential purchase by the investment group of a large Asian bank.
Computer Manufacturer – Determined damages emanating from the unfair business practices of a large competitor. Valued lost profits on terminated long-term contracts which resulted in a favorable court decision for client.
Telecommunications Company – Developed litigation strategy and provided supporting documentation in a dispute regarding the value of long term contracts and the fairness of corporate cost allocation policies relating to various types of contracts.
Software Development Company – Determined stock value of a controlling interest in a large high technology firm for property settlement purposes. Provided expert testimony and report which resulted in favorable decision for client.
Insurance Broker – Provided damage calculation regarding value of lost profits resulting from contract termination with a major insurance underwriter. Valuation resulted in a lucrative out-of-court settlement for client.
Instrumentation Company – Conducted a national survey and market research study to ascertain potential value of market share as a basis for damages in a patent infringement suit.
Others.
