An Objective And Credible Opinion of Value

Caliber Advisors is a premier provider of expert testimony and analysis of valuation and other related economic issues that often arise in litigation matters. Our extensive trial experience produces opinions that are not only sound, but clear and compelling to the court.

The consultants at Caliber Advisors combine project experience across dozens of industries with broad functional expertise to answer the most difficult questions surrounding complex litigation issues. From the moment we are engaged, Caliber Advisors will spotlight key issues and deliver clarity and focus to the process.

Our industry knowledge and expertise in economics, finance, accounting and transactions make us uniquely qualified to understand and convey the value of equity and debt instruments. We understand that the keys to successful expert testimony are depth, clarity, communication and demeanor – which is why we have been retained by a wide range of agencies, public and private businesses representing diverse industries of national and world wide economies.

We assist our clients with a wide range of litigation needs, including:

  • pre-complaint analysis
  • discovery and document review
  • preparation of expert reports and rebuttal reports n assistance with settlement negotiations
  • deposition testimony
  • trial testimony

We have been retained by a wide range of agencies as well as public and private businesses representing diverse industries of national and world wide economies, including:

  • Taxpayers being challenged by the Internal Revenue Service with regard to gift, estate, or transfer pricing issues.
  • Federal agencies (the Internal Revenue Service and Department of Justice) to testify as an expert witness.
  • Prominent law firms to represent their clients in complex litigation matters.
  • Institutional investors who want an independent evaluation of potential securities fraud claims.
  • Board of Directors who wants an independent evaluation of their litigation exposure from securities suits.
  • Minority owners of businesses facing shareholder oppression issues.
  • World-class academic institutions and non-profits to assist in pricing and analyzing technology transfers.
  • Board of Directors of commercial enterprises from a range of industries to evaluate the value of a company’s assets or to protect them from future litigation by providing fairness or solvency opinions.

“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.”

Gary Savadove

Board of Directors - Western Forge & Flange