Trusted Analysis & Actionable Insights

Caliber assists clients with investment decisions, reporting requirements, and skillful representation in the boardroom or courtroom. We are known for our responsiveness, client-centric service, and technical expertise.

Services

Financial Reporting

Fair value opinions that meet the rigorous standards of audit firms and the SEC.

Tax Reporting

Our Tax Court and appeals experience gives us invaluable perspectives on valuation and economic issues.

Litigation Support

Our extensive trial experience produces opinions that are not only sound, but clear and compelling to the court.

Portfolio Valuation

Independent valuations and guidance on portfolio companies to meet increased regulatory requirements.

Value Enhancement

Actionable planning and analysis leading to a significant increase in shareholder value.

Transaction Advisory

Focus on decisions rooted in strategy and analysis, resulting in a smooth and successful transaction.

Featured Engagements

Financial Reporting + Pharma & Biotech
Caliber assisted Xencor (NASDA:XNCR) in determining the fair values of certain equity instruments issued by the company in connection with the filing of their Form S-1. Caliber helped the company establish the fair value of common stock, preferred stock, and warrants and assisted with the development of disclosure statements and responses to SEC requests.
Tax Reporting + Printing & Publishing
Caliber was retained by the estate of a well-known author to determine the fair market value of future royalties attributable to over fifty of the author's works. The analysis was used for federal and state estate tax purposes.
Portfolio Valuation + Private Equity
Caliber regularly assists The Comvest Group, a private investment firm focused on providing equity and debt capital to lower middle-market companies, by establishing the fair value of various debt investments, including term loans, revolvers and convertible debt, and various mezzanine investments, including warrants, collared warrants, puts, and other hybrid instruments, in accordance with ASC 820.
Litigation Support + Investment & Brokerage
Caliber was retained on behalf of several large institutional investors to analyze loss causation relating to the collapse of two structured investment vehicles, Cheyne and Rhinebridge. Citing Caliber’s analysis, the Court upheld the plaintiffs’ allegations, ultimately resulting in what Reuters called “a landmark” settlement with the credit rating agencies, Standard & Poor’s and Moody’s, and Morgan Stanley.
Value Enhancement + Consumer Products & Retail
Caliber was retained by a privately-held consumer products company to develop a roadmap to optimize the value of the company in preparation for the owner’s planned exit in five years. Our recommendations included reducing dependency on the owner through strategic additions to the leadership team; developing a product differentiation strategy to minimize risk of defending a low-cost position; and product innovation to reduce customer churn.
Transaction Advisory + Construction & Infrastructure
Caliber acted as the exclusive financial advisor to EsGil Corporation, a San Diego-based firm which provides building safety regulatory services to public agencies, in connection with its sale to SAFEbuilt, one of the leading providers of community development services in the country, and The Riverside Company, a global private equity firm.

“I’ve hired the experts at Caliber numerous times to testify on valuation matters in U.S. Tax Court. 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

Partner, Greenberg Traurig, LLP

“Recently, we considered a merger with a similar entity and required an opinion as to the fairness of the transaction to our stakeholders. 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, Inc.

“Caliber 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 was cost effective, professional, and refreshing in their integrity and service quality.”

David Mallery

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 acted like a true business partner, working closely with our team, as well as with the sellers. 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 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 assisted us in evaluating several strategic options and recommending how to better align our resources to create greater value. 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

Managing Partner - Swenson Advisors, LLP

“We hired Caliber to value our business and another business we considered acquiring. Their team quickly and coherently detailed the strategic and transactional issues as well as the range of financial terms whereby the acquisition would be accretive to our shareholders. The Caliber team was very responsive, knowledgeable and supportive and I highly recommend them.”