An Independent, Full-Service Valuation and Advisory Services Firm

Tall Oaks Partners is an independent, full-service valuation and advisory services firm, combining technical and industry expertise to advise clients on strategic, tax, and financial reporting issues. We bring a client-focused and responsive approach to deliver insights and value to corporate management of public and private companies, fund and asset managers of private equity and investment firms, and stakeholders in businesses of a variety of scale.
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.
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.
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.
Our firm’s structure enables us to forge close, meaningful relationships with our clients and move quickly on deliverables by minimizing the engagement operational inefficiencies associated with bigger firms and their highly leveraged engagement teams.

Our Clients

Clients rely on our team’s valuation and financial advisory expertise to address a range of financial and compliance-based issues for strategic, tax planning, and financial reporting purposes. We work with public and private companies of a range of sizes, across multiple industries and segments, including:
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. 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

Get in Touch

Our proven engagement management and delivery process is supported by an experienced senior-level team. We deliver on-time, high-quality advisory services and we would love to speak with you about your next project.