Recent Assignments

Valuations Performed

Average Years Professional Experience

Collective Years of Experience

Years in Business

Insurance Agency headquartered in Northeast United States

Valuation for Corporate Planning Purposes

Stir Foods Logo

Stir Foods

Portfolio company of Wind Point Partners

ASC 805 Business Combinations Engagement in connection with Wind Point’s acquisition of
Stir Foods

European-based Manufacturer of Sputter Equipment for the Semiconductor Industry

Valuation for FASB Accounting Standards Code No. 718 Compensation-Stock Compensation, IFRS 2 Share-Based Payment and IRS’ Internal Revenue Code-Section 409A

Regional Medical Center and Physician Network in
North Carolina

Valuation for ASC 805 Business Combinations

Vineyard and Winemaking Facility located in New York

Valuation for Corporate Planning Purposes

Acquisition of:

The Don Cesar Hotel

Valuation for ASC 805 Business Combinations and Tax Purposes

&
Cost Segregation Study

Acquisition of:

The Andaz Maui at Wailea Resort,

The Grand Hyatt San Francisco,

The Hyatt Regency Coconut Point

Valuation for ASC 805 Business Combinations and Tax Purposes

&
Cost Segregation Study

Large Healthcare System located in the Northeast United States

Valuation for ASC 805 Business Combinations

$80 million improvement project of a California Rehabilitation Facility

Cost Segregation for Federal Tax Depreciation Purposes

Stir Foods Logo

Stir Foods

Portfolio company of Wind Point Partners

ASC 805 Business Combinations Engagement in connection with Wind Point’s acquisition of
Pacifica Foods

Stir Foods Logo

Stir Foods

Portfolio company of Wind Point Partners

ASC 805 Business Combinations Engagement in connection with Wind Point’s acquisition of
Sabra Dipping Company

Numerous Data Centers throughout the
United States

Valuation for ASC 805 Business Combinations

Tri Marine and Baja Marine Logos

Tri Marine – Baja Marine

Valuation for Financing Purposes

$60 million upscale apartment complex in Mid-Atlantic United States

Cost Segregation for Federal Tax Depreciation Purposes

$60 million upscale apartment complex in Mid-Atlantic United States

Cost Segregation for Federal Tax Purposes

Tri Marine Fish Company Logo

Baja Marine Food

Valuation for Financing Purposes