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Trademark Portfolio Valuation
Valued the trademark portfolio of a leading provider of outdoor work gloves for use as collateral in obtaining financing.
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Strategic Business Modelling (Pesticides Industry)
Developed business models to determine which combination of new initiatives would deliver the highest net present values and internal rates of return.
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Healthcare Investment Analysis
Built financial models to assess whether a hospital should construct dedicated outpatient surgery centres, including breakeven levels, payback periods, ROI, NPVs, and IRRs across multiple alternatives.
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Acquisition Scenario Analysis (Retail Services)
Prepared scenario modelling to evaluate whether an independent dry cleaner should acquire a competing operation with four locations.
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Loan Guarantee Valuation (Regional Bank)
Calculated the value of guarantees on a portfolio of small business loans held by a regional bank.
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Record Company Turnaround Forecasting
Developed a multivariate financial model forecasting revenues, margins, EBITDA, and cash flows under various distributor and repayment scenarios.
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Emerging Technology Valuation (Ocean Thermal Energy Conversion)
Valued emerging technologies and associated intellectual assets in the renewable energy sector.
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Patent Assertion & Settlement Valuation (Mobile Application)
Determined assertion and settlement values for a patent covering a mobile home-buying application.
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Oil & Gas Feasibility Modelling (West Virginia)
Evaluated the viability of exploiting natural gas wells under varying pricing, success rates, production volumes, cost structures, and tax credit impacts.
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University Spin-Off Structuring Guidelines
Authored valuation guidelines and financial parameters for structuring university technology contributions to spin-off companies.
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Patent Indemnification Valuation (Technology Transfer Office)
Valued indemnification obligations to support negotiations for patent licensing agreements.
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Capital Raise Modelling (Wireless Applications Provider)
Developed revenue, earnings, breakeven, and dilution models to support fundraising efforts.
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Early-Stage Valuation (Expense Management Platform)
Created financial projections and company valuations used in venture capital and angel investment negotiations.
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Market & Financial Modelling (Consumer Products)
Built market size, penetration, revenue, earnings, and dilution models for an early-stage provider of feminine hygiene and incontinence products.
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Catalytic Heating Technology Valuation (Tax Reporting)
Prepared a valuation for tax authorities in connection with asset repatriation to a foreign country.
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International Expansion Feasibility (Advertising Agency)
Conducted forward-looking analysis on the feasibility of opening a European office for a regional advertising agency.
