Securities Valuation

Investment Banking Mergers & Acquisitions Real Estate Appraisals & Debt Valuation Securities Valuation Product Distribution Consulting Litigation Support

Objective Valuation. Trusted Reporting.

Our team combines accounting, valuation, and real estate expertise to deliver rigorous analysis across a broad spectrum of engagements. Stanger is a recognized leader in regulatory and industry initiatives, helping shape best practices and performance reporting standards for alternative investment products.

Informed by decades of transactional experience, our valuations reflect real-world market dynamics - providing clients with clarity, credibility, and decision-ready insight.

Reliable Valuation, Data Collection & Reporting

We provide independent securities valuations and compliant reporting solutions for untraded securities across complex portfolios.

Independent Securities Valuation

Stanger’s experienced analysts conduct independent reviews of financial statements and use proprietary databases, capital market and other industry information to determine security valuations. Stanger’s methodology incorporates traditional business valuation techniques which may include:
- Asset Accumulation/Net Asset Value Approach
- Capital Market Valuation Approach
- Sales Comparable Approach
- Income Approach

Valuation Data Collection & Reporting

Stanger’s Data Collection & Reporting Service supports trustees, custodians, broker-dealers, and clearing firms in meeting FINRA and ERISA valuation reporting requirements with reporting of untraded securities values and prices on customer account statements Stanger provides valuations on a monthly, quarterly or annual basis in a secure and fully automated electronic environment that links each security to the client’s internal securities identification number.

Data Collection & Securities Valuation

Stanger provides services to major NYSE-member wire houses and clearing firms, regional broker-dealers, and major banks and trust companies. Stanger maintains a database of over 27,000 alternative investment securities and has been providing valuation data collection and reporting services for over 25 years.