Pluris provides valuation advisory services to clients world-wide, as well as daily marks services for high-volume clients and large institutions and portfolios.
Pluris specializes in business valuations and illiquid, complex, and distressed securities. Securities covered include ARS, ABS, MBS and other structured products; a wide range of derivative instruments; limited or general partner interests in investment funds; PIPEs and other restricted securities; distressed debt and bankruptcy claims; intellectual properties and intangible assets; plus operating businesses and asset holding entities.
Pluris is known for its empirical research and proprietary databases on valuation discounts. Our research and analyses have been covered by the Wall Street Journal, Financial Times, The New York Times, Forbes, American Banker, CPA Journal, Compliance Week, Absolute Return, Hedge Fund Law Report, and the Journal of Alternative Investments, among others.
Our clients include: large institutions and investment funds including large investment banks internationally, as well as smaller broker-dealers; private companies and over 100 public companies and their shareholders and executives; as well as high-net-worth individuals and families that require estate tax, gift tax, or income tax valuations, including some of the largest estates and wealthiest families world-wide. Additionally, Pluris provides valuation testimony and has provided valuation services in a number of cases.
Specialties
Business Valuation, Appraisal, FAS 157, ASC 820, ARS, Distressed, Portfolio Valuation, CDOs, Auction Rate Securities, ABS, Mortgage Backed Securities, PIPEs, Warrants, Convertibles, Intangibles, Goodwill, FAS 141, FAS 142, FAS 133
