| Client Name |
Project Name |
Description |
| Baker McKenzie |
PerkinElmer/Cetus |
Valuation of the PECI business enterprise and its underlying intangible
assets encompassing patents (notably among which is the polymerase chain reaction patent,
now commonly used in connection with DNA sequencing and testing), unpatented technology,
and goodwill for allocation of purchase price purposes. |
| Nestle USA |
Clintec, Inc. |
Appraisal of the Clintec business enterprise and its underlying intangible
assets including patents, unpatented technology, trademarks and goodwill for allocation of
purchase price purposes. |
| Bristol Myers |
Swords Mfg |
Transfer pricing study/valuation analysis conducted in accordance with IRC
Section 482, involving intercompany entities and the use of certain intellectual property
rights. |
| Microdyne |
Celerity Systems |
Appraisal of technology (existing and in-process) and the goodwill of
Celerity for allocation of purchase price purposes in conformance with SEC financial
reporting requirements. |
| Campbell’s Soup |
Liebig Soup |
Valuation of trademarks, technology and other intangible assets of the
Liebig business enterprise for allocation of purchase price purposes in conformance with
SEC financial reporting requirements. |
| Unilever USA |
Klondike Co. |
Appraisal of the Klondike novelty ice cream business enterprise and its
underlying intangible assets, primarily including its brand name and its trademarks for
allocation of purchase price purposes. |
| Colt’s Mfg Co. |
Colt’s Mfg Co. |
Valuation study involving the Colt’s firearm business enterprise and
its underlying intangible assets, inclusive of its signature brand name (evoking images of
the Old West) and its various product trademarks conducted for financing purposes. |
| B&W, Inc. |
Equity, Inc. |
Fairness Opinion and due diligence investigation involving, among other
things, the valuation of trademarks, U.S. distribution rights for certain branded,
high-end loudspeaker/audio product lines and the conveyance of capital stock for cash,
specified assets, and a note. |
| Loral Corp. |
SatMex |
Solvency Opinion rendered involving a valuation of Loral’s Mexican
satellite communications affiliate, SatMex, and its underlying assets (inclusive of
intellectual property) for debt refinancing purposes. |
| Unilever USA |
Elizabeth Arden |
Valuation of the intangible assets of the Elizabeth Arden business most
notably including the Company’s renowned brand name, its various product trademarks,
and certain license agreements involving the use of fashion designer names/labels in the
marketing of fragrances and personal care products. |
| FLGI, Inc. |
General Instrument |
Valuation of the intangible assets of General Instrument Corp., a leading
worldwide producer of CATV equipment that was acquired by FLGI, an affiliate of the LBO
firm, Forstmann-Little. The intangible assets appraised consisted predominantly of
intellectual property associated with five high-tech operating subsidiaries. |
| Sara Lee Corp. |
Van Nelle, NV |
Valuation of certain European food processing business enterprise
operations and intangible assets held by Van Nelle Holdings, NV. Key assets appraised
included brand names, such as Van Nelle (coffee) and Droste (chocolate), process
technology, distribution networks, and customer lists. The valuations were conducted for
U.S. income tax and SEC financial reporting purposes. |
| Bank Boston |
NordicTrak |
Valuation of trademarks, and other intangible assets of the NordicTrak
business for loan collateralization/financing purposes. |
| Chemical Venture |
Medical Arts Press |
Solvency Opinion rendered in connection with a leveraged buyout
transaction of Medical Arts Press, a specialty medical resource publisher. The due
diligence study encompassed an appraisal of the MAP business, its underlying intangible
assets (including key trademarks, copyrights and customer lists), and a detailed net cash
flow analysis to establish that MAP could service and paydown its debts in a timely
fashion without impairing the ongoing capital requirements of the business. |
