01Industry Leadership 02Diverse Capabilities 03Team Developments 04Giving Back

Forging The Path Ahead

Empowering Others to Navigate
Complex Financial Issues

BVA Group is a nationally recognized litigation, valuation, and financial advisory firm that has a reputation for providing valuable insight and responsive service. Our team pursues excellence relentlessly and pushes the leading edge forward.

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Empowering Others to Navigate Complex Financial Issues

BVA Group is a nationally recognized litigation, valuation, and financial advisory firm that has a reputation for providing valuable insight and responsive service. Our team pursues excellence relentlessly and pushes the leading edge forward.

01 Industry-Leading
Expertise
AWARD: BVA Recognized as Texas' Best
Five Years Running

In the 2019 Texas’ Best survey, Texas Lawyer and its readers named BVA Group the leader for Business Valuation Firm, Corporate Investigations Provider, End-to-End Litigation Consultant, Expert Witness Provider, and Financial Forensics Provider.

AWARD: Women to Watch

Laurie-Leigh White was chosen as one of Houston
Business Journal's 2019 Women to Watch.

Laurie-Leigh White was chosen as one of Houston
Business Journal's 2019 Women to Watch.

BVA Leaders Pioneer Property Tax Advisory Practice

Alex Clinton and John Ray presented at the Retail Roundtable hosted by Walgreens, pioneering BVA’s property tax advisory practice

BVA Serves Among Nation’s
Leading ESOP Advisory Firms

Laurie-Leigh White was asked to present at the Southwest ESOP Association’s Spring Conference, representing BVA as one of the nation’s leading ESOP advisory firms

02 Diverse
Capabilities

Real Estate Valuation

BVA has expanded its capabilities to advise on real property valuation issues for a variety of purposes, such as gift and estate tax, property tax, financial reporting, or valuation disputes through the addition of Jimmy Pat James as a Senior Advisor.

Case Study: Bain Capital's Multi-Billion Dollar Buyout of Varsity Brands

Leveraging its diverse capabilities in real estate, business, and tangible asset valuation, BVA was retained to provide a comprehensive valuation solution in connection with Bain Capital’s multi-billion dollar buyout of Varsity Brands...MORE

Leveraging its diverse capabilities in real estate, business, and tangible asset valuation, BVA was retained to provide a comprehensive valuation solution in connection with Bain Capital’s multi-billion dollar buyout of Varsity Brands, which is a market-leading supplier in team sports equipment and apparel, cheerleading camps, competitions, and apparel, and scholastic achievement and commemorative materials. Specifically, BVA performed a valuation of the company’s real estate and leases, machinery and equipment, inventory, and intangible assets pursuant to ASC 805, as well as a valuation of the company’s incentive stock options in compliance with ASC 718.

Property Tax Valuation

BVA’s tangible asset valuation practice continued its strong growth trajectory in 2019 by empowering clients to address various property tax issues.

Case Study: High-Profile Valuation and Advisory Clientele

Ad valorem taxes on business personal property and inventory represent an often-overlooked source of hidden value for many companies. Leveraging its tangible asset valuation expertise, BVA consulted several high-profile clients (including a leading retailer, two large oil field services companies, and a well-known flooring company) on its property valuations and provided valuable insights that empowered them to not only fulfill various tax requirements, but also achieve previously unidentified business objectives.

TRANSACTION ADVISORY SERVICES

Whether buy-side or sell-side, BVA provides an integrated suite of financial due diligence and valuation services to help mitigate risk and ensure a successful transaction.

Case Study: Diamond Castle Solvency Analysis and Opinion

BVA was retained by private equity firm Diamond Castle to perform a solvency analysis and issue a solvency opinion in connection with a contemplated dividend recapitalization transaction for one of its portfolio companies, Suture Express. ...MORE

BVA was retained by private equity firm Diamond Castle to perform a solvency analysis and issue a solvency opinion in connection with a contemplated dividend recapitalization transaction for one of its portfolio companies, Suture Express. Suture Express is a specialty distributor for wound closures, such as disposable sutures (stitches) and endomechanical equipment (surgery equipment for the skin), to hospitals, integrated delivery networks, and surgery centers located in all 50 states.

Oil & Gas Valuation

BVA’s professionals have deep experience in valuing oil and gas companies and continued to leverage this expertise in 2019 to empower clients on various engagements.

Case Study: Recurring Analyses for Ascent Resources

BVA was retained by Ascent Resources, one of the largest private E&P companies in the U.S., to provide various recurring analyses for financial reporting purposes including purchase price allocations and valuations of complex securities within the company’s capital structure.

SECURITIES AND FINANCIAL MARKETS DISPUTES

BVA’s economists and financial professionals have extensive expertise in securities matters, including alleged securities law violations, class action stock price inflation matters, odd lot mispricing suits, and fraud-on-the-market matters.

Case Study: Favorable Securities Litigation Outcome

BVA was retained by various investors who filed suit alleging that funds associated with a student housing project were improperly distributed and withheld from certain junior certificate holders...MORE

BVA was retained by various investors who filed suit alleging that funds associated with a student housing project were improperly distributed and withheld from certain junior certificate holders. BVA’s professionals analyzed economic damages, prepared both an affirmative and rebuttal expert report, provided supporting testimony, and assisted in the deposition of opposing experts. Ultimately, the parties settled.

Other recent engagements include assessing market efficiency, loss causation, and damages in cases involving publicly traded equities and advising an investment manager in response to an SEC inquiry regarding investment returns report on its structured financial products.

FINANCIAL FORENSICS AND INVESTIGATIONS

BVA Group’s accounting, finance, and valuation professionals have extensive experience in assisting clients with complex financial forensics matters.

Case Study: Forest Park Medical Center Acquittal

In connection with the highest profile federal healthcare fraud trial in years, BVA was retained by counsel for one of nine defendants connected to Forest Park Medical Center that were charged with taking kickbacks in the form of marketing agreements totaling $40 million...MORE

In connection with the highest profile federal healthcare fraud trial in years, BVA was retained by counsel for one of nine defendants connected to Forest Park Medical Center that were charged with taking kickbacks in the form of marketing agreements totaling $40 million. BVA’s team of financial professionals worked to uncover and explain the truth behind the numbers, helping counsel to secure an acquittal of all charges for the client.

More Like Forest Park

BVA Has a Wealth of Healthcare Expertise

Learn More

BROAD NETWORK. DEEP EXPERTISE

Given our extensive experience advising on a wide variety of valuation and economic issues, we have developed a broad network of experts on many other subject matters that we can tap into to serve our clients’ needs.

03 Team
Developments
The Path Ahead: Next-Generation Leadership

Passing of the Torch: Erica Bramer Designated as BVA’s Managing Partner

After 13 years at BVA as CEO, Jeff Balcombe has transitioned to the role of President Emeritus, marking the culmination of a multi-year plan to evolve the firm’s leadership and empower the next generation of BVA professionals. BVA has significantly expanded its capabilities, revenue, and headcount under Jeff’s leadership, and we are extraordinarily thankful to Jeff for his tireless efforts and guidance.

Erica Bramer now serves as Managing Partner of BVA, effective January 1, 2020. During her tenure at BVA to date, Erica has helped to drive significant revenue growth and played an integral role in managing day-to-day operations as a member of the firm’s Management Committee. BVA thanks Jeff for his many years of service and looks forward to scaling our next summits.

BVA Welcomes Back J.R. Radcliffe

In August, BVA welcomed back J.R. Radcliffe as Managing Director of Corporate Development. With over a decade of experience at BVA serving in both financial advisory and executive roles, J.R. brings a unique set of skills and business acumen to his new role in leading BVA’s strategy and corporate development activities.

Cooper Groves’ Ahead-of-Track Promotion

BVA congratulates Cooper Groves on his ahead-of-track promotion to Senior Financial Analyst. Since joining BVA full time in 2018, Cooper has been a high-value contributor to both valuation and litigation assignments. Cooper’s engagements have benefitted from his exceptional technical and problem-solving abilities, intellectual curiosity, and willingness to lend a hand whenever necessary. We look forward to his continued growth and success at BVA.

04 Giving
Back
Core Value: Serving the Community

Giving back is at the heart of who we are. Each year, we take great pride in dedicating our time and financial support to help improve the lives of those in our communities. 2019 was no exception as we continued to pursue our deep commitment to service and giving back in a number of ways, some of which we’ve highlighted here.

Hunger Busters

North Texas and Houston Food Banks

Rainbow Days

Attorneys Serving the Community Heart and Sole Fun Run and 5K