Recent Engagements

The following is a summary of Rockport’s recent engagements:

• Valuation and sell-side investment banking services for multiple Texas-based craft breweries with valuations that range from $500K to $2.5M
• Valuation of portfolio company investments and assets for multiple private equity investors for financial reporting and tax purposes
• Valuation of multiple private companies for management planning and/or a potential sale of minority interest
• Valuation of multiple New England manufacturing and distribution companies for management compensation purposes and gift/estate tax purposes
• Purchase price allocations on transactions that ranged from $20-50M in total consideration and involved the valuation of inventory, fixed assets, intangible assets, and contingent consideration
• M&A financial due diligence, valuation and sell-side advisory for an asset management firm with $700M AUM
• Support and advisory for boutique investment bank engaged to sell Connecticut-based distributor with $5M EBITDA
• Sell-side investment banking services for New England-based consulting firm with $1M EBITDA
• Valuation and sell-side advisory services for New York-based pediatrics practice with earnings of $1M