Industry Experience

The principals at Oxburgh Row Financial Group have performed over one thousand business valuations and have consulted to a variety of industry segments. With decades of domestic and international business experience working with both public and private companies, we are well suited to understand and serve your unique financial and enterprise needs.

Engagements

Client names and specific engagement details are held in confidence. The following summaries are representative samples of satisfactorily completed engagements.

• Estate tax valuation services of ownership interest in a world famous New York delicatessen with a franchise arrangement in Las Vegas, Nevada.
• Litigation support valuation services of ownership interests in a prominent Texas neurology practice and start-up entity applying a new radiology procedure to reach deep brain tissue, previously thought to be unreachable. Personal goodwill and appropriate compensation were outstanding points of contention in this litigation case that resulted in a favorable outcome for the client.
• Litigation support valuation services for a complex oil and gas related law suit involving the State of New Jersey and multiple parties including large publicly traded companies on the NYSE.
• Litigation support valuation services of an established vein care medical practice headquartered in Georgia with newly established locations in various stages of development in Tennessee, North Carolina, and other locations in Georgia. The partnered surgeons utilized a new, minimally invasive vein closure procedure that increased their productivity and reduced patient recovery time. The litigation dispute resulted in a favorable outcome for the client.
• Valuation services of complex, multi-tiered ownership interests in car dealerships, related insurance enterprise, and real estate holding companies for litigation in a marital dissolution case. Valuations involved common ownership embedded interests, marketability and control discounts, and personal goodwill allocations for operating entities.
• Estate planning valuation of non-controlling interest in an emerging medical device manufacturer at mid-stage development of a transcatheter aortic valve implant system. At the date of valuation, “in-human” testing was scheduled but not conducted.
• Annual valuation of a leading master distributor of carbon and stainless drill pipe, fittings, flanges and other oilfield equipment with multiple locations throughout the United States. Valuation services are required for annual repurchases under the Employee Stock Ownership Plan.
• Estate and gift tax valuation of a minority interest in a new and remanufactured electric motor wholesaler used primarily in oil and gas drilling and industrial manufacturing plants. The company offers engineering services and owns a large manufacturing facility.
• Estate and gift tax valuation of minority interests in multiple equity classes of a large, privately held manufacturer of drilling equipment, flowline products, relief valves, and other parts and services including onsite repair and refurbishment oilfield services.
• Extensive contracts for fractional minority interests in limited partnerships, limited liability companies, and other closely-held businesses which have covered a diverse base of industries for C to S conversions, estate and gift tax, and litigation support including marital dissolution and partner disputes.