Portfolio and Fund


Given the complexity of valuing nonmarketable assets, the need to mitigate risks associated with conflicts of interest and to enhance the credibility and transparency in financial reporting, private equity firms, hedge funds, other investment managers and financial institutions can rely on Western Reserve Valuation Services for independent third-party valuation services.  These services include:

  • Mark-to-Market Reporting for Investments
  • Carried Interest Valuations for Personal Tax Planning
  • Cross-Fund Transfers of Portfolio Companies

Representative clients

  • Huntington Scroll

  • American Industrial Partners Scrollbox

  • Cortec Scrollbox

  • Evapco Scrollbox

  • CFS Scrollbox

  • Stanley Steemer Scrollbox

  • Veeam Scrollbox

  • Catterton Scrollbox

  • Hamilton Beach Scrollbox

  • Optimus Scrollbox