An Independent, Full-Service Valuation and Advisory Services Firm

Tall Oaks Partners provides independent valuation and advisory services to assist clients with strategic, tax planning, and financial reporting issues.

What we do

Industry-specific valuation and advisory services performed by experts and delivered with excellence.

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Valuation Services

We bring our firm’s extensive valuation capabilities and industry knowledge to assist clients in valuing businesses, legal entities and segments, tangible assets, intangible assets, debt and equity investments, and other financial instruments for a variety of strategic, tax planning, and financial reporting needs.

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Transaction Advisory

Our team assists clients with transaction advisory services to support management teams throughout the M&A lifecycle, from pre-deal diligence and planning through post-deal support. Our team members have advised clients on complex transactions and restructurings, from mergers and acquisitions to bankruptcies and divestitures.

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Business Advisory

We are a trusted advisor that helps its clients navigate the many challenges business and industry cycles can present. We work with our clients to analyze performance, evaluate strategic opportunities, and position their companies and investments for long-term growth.

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Who we are

Superior client-service and consistent, high-quality deliverables are at the core of who we are and what we do. Our team is committed to meeting the needs of our clients in an ever-changing environment.

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Quality and value

We bring a dedicated team of technical and industry specialists without the overhead, sluggishness, and personnel turnover associated with bigger firms and highly-leveraged engagement teams.

Responsiveness

We understand the importance of communication throughout a client engagement, as well as being present to address urgent matters that may arise.

Fair and equitable

We value our client relationships and their business. Whether a public or private company, strategic or financial investor, lower middle market or large cap, you will receive the same level of service from our firm.

Energy & resources

Industrial services & manufacturing

Consumer products & services

Media & entertainment

Engineering, procurement, & construction

Transportation & logistics

Technology & telecommunications

Chemicals, specialty products, & materials

Energy & resources

Industrial services & manufacturing

Consumer products & services

Media & entertainment

Engineering, procurement, & construction

Transportation & logistics

Technology & telecommunications

Chemicals, specialty products, & materials

Transportation & logistics

Chemicals, specialty products, & materials

Consumer products & services

Engineering, procurement, & construction

Media & entertainment

Energy & resources

Technology & telecommunications

Industrial services & manufacturing

Transportation & logistics

Chemicals, specialty products, & materials

Consumer products & services

Engineering, procurement, & construction

Media & entertainment

Energy & resources

Technology & telecommunications

Industrial services & manufacturing

Who we help

Delivering value to clients across multiple industries and sectors

More about who we help

Latest experience

Bringing technical and industry experience to deliver value to our clients

Consultative Services to a Private Equity Firm

Valuation of a Permian-based E&P Company and its Incentive Units for Financial Reporting Purposes

Valuation of Certain Interests in an Investment Holding Company for Tax Planning Purposes

Other

Chemicals, Specialty Products & Materials

Transportation & Logistics

Technology, Media, & Telecom

Industrial Services & Manufacturing

Healthcare Services

Energy & Resources

Consumer Products & Services

Other

Leases/Incremental Borrowing Rates

Portfolio & Security Mark-to-Market Valuations

Asset & Goodwill Impairment Analyses

Purchase Price Allocations

Consultative Services

Discounts Study

Equity Valuation

Stock-based Compensation

Intellectual Property/Intangible Assets

Discount & Premium Studies

Business, Assets & Legal Entity Valuations

Gift & Estate Tax Valuation Opinions

"I turned to Tall Oaks Partners for valuation services during a fluid situation, in which I wasn’t fully knowledgeable of all necessary steps to complete the task."

Thomas Fitz

CFO at Brigham Exploration

“Robert and Chris brought calm, level-headed advice that immediately provided clarity on the path forward. Execution of that plan was seamless. They are, and will continue to be, my first call for advisory projects.”

Thomas Fitz

CFO at Brigham Exploration