Testimonials

“I’ve hired the experts at Caliber numerous times to testify on valuation matters in US Tax Court. Ken and his staff know what is required in the courtroom. With a clear, insightful style that engages the court and credibility that shines through, Caliber staff has the skill, training and experience I need and my clients deserve.”

Michelle Ferreira
Tax Partner, Greenberg Traurig LLP
Executive Committee, National Association of State Bar Tax Sections

 

“Recently, we considered a merger with a similar entity and required an opinion on the fairness of the transaction to our stakeholders. The task was a complex problem because of our unique backbone assets, ownership arrangement and mission. It was further complicated by our very independent, strong-minded board. The staff at Caliber did a terrific job at navigating the analytical complexities of the requirement and the sensitive political terrain. My hat is off to them for their skill and responsiveness.”

Tom West
CEO-National LambdaRail (NLR)

 

“Ken Nunes and his team at Caliber Advisors helped my growing biotech company at many critical stages during our evolution. From establishing comprehensive and fair valuation for public company investors to providing mergers and acquisitions advisory services, Caliber Advisors was cost effective, professional, and refreshing in their integrity and service quality.”

David Mallery, JD, MBA
President – Molecular Profiling Institute (now Caris Dx) 

 

“We use Caliber to measure the fair value of our mezzanine debt investments. Caliber is continually finding ways to expedite their work and shorten the audit review process. They see their task as making my life easier and they have succeeded well.”

Cecilio Rodriguez
Chief Financial Officer – The ComVest Group

 

“We engaged Caliber to help us with a strategic acquisition.  Caliber assessed the deal from all angles: the value of the company to our business, its’ street value, and what it might cost us to create a similar business unit from scratch. Caliber Advisors acted like a true business partner, working closely with our team, as well as with the sellers. We were able to bridge a large gap between what the sellers expected and what we were willing to spend.  In short: the Caliber team handled the entire acquisition exceptionally well and I would recommend them wholeheartedly to anyone looking for a successful and efficiently-run transaction.”

Michael Montemayor
Vice-President
National Heat & Power Corporation

 

“Caliber Advisors assisted us in evaluating various liquidation options and alternatives. The Caliber team was highly responsive, very knowledgeable about the process and very shrewd in how they positioned the company and negotiated the terms. They helped us maximize our value as well as meet our strategic objectives.”

Richard Esgate
Founder, Chairman and CFO
EsGil Corporation

 

“Caliber Advisors assisted us in evaluating several strategic options and recommending how to better align our resources to create greater value. The team at Caliber took a complex service offering and dynamic marketplace and created a framework for understanding the risks, benefits and value associated with the choices in front of us. I have little doubt that we are now on a path to greater value creation as a result of hiring and listening to the team at Caliber.”

Stephen G. Austin, CPA, MBA
Firm Managing Partner
Swenson Advisors, LLP

 

“We hired Caliber Advisors to value our business and another business we have considered acquiring. Their team quickly grasped the complexity of our situation, the subtleties of our interest in the target and the real value drivers of our business and industry. As a result, we further engaged Caliber in structuring a Transaction with the Target and also exploring the associated risks and benefits. They quickly and coherently detailed the strategic and transaction issues as well as the range of financial terms such that the acquisition would be accretive to our shareholders. The Caliber team was very responsive, knowledgeable and supportive. I highly recommend Caliber Advisors.”

Gary Savadove
Board of Directors
Western Forge & Flange