Investment and Brokerage Services

Caliber Advisors has a long history of experience in the investment and brokerage services industries. These industries continue to evolve through significant changes in the regulatory environment and in service delivery brought by innovations based on the internet. Our clients include mid-size to global firms in insurance brokerage, securities brokerage, and investment management.

Practice highlights include providing valuations to:

  • Assist in pre-acquisition analysis
  • Provide intangible asset valuations for GAAP, IFRS and tax reporting
  • Structure partner buy-outs and buy-ins
  • Test for intangible asset impairment under GAAP and IFRS
  • Related party transactions