Things to Consider: Private Equity & Non-liquid Investment Valuations

October 2023

Private equity and non-liquid financial investments have become increasingly complex, presenting challenges to valuing these investments. At the same time, investment managers and companies are faced with increasing pressure for consistency, transparency, and adherence to reporting standards. An independent, third-party valuation can reduce actual and perceived conflicts of interest, as well as mitigate risks to meeting regulatory, accounting, and investor requirements.

About Tall Oaks Partners

Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.


For more information, please contact:
(346) 440-1818