Comvest Capital is a private investment firm focused on providing equity and debt capital to lower middle-market companies. Caliber provides fair value services to establish the fair values of various debt instruments and mezzanine debt investments made by Comvest Capital in private companies in accordance with ASC 820. The debt instruments include term loans, revolvers and convertible debt, and … [Read more...]

We were engaged to provide valuation services to this private equity group. Bertram invests in low to middle market companies and is focused on achieving long term growth and market expansion. The private equity group guaranteed certain loans of their portfolio companies and is required to book the fair value liability on the firm’s balance sheet. We were engaged to determine the fair value of … [Read more...]