Financial Instruments

Sorbus Approach

We thrive on building consultative partnerships with clients. Beyond providing accurate opinions of value, Sorbus helps clients achieve comfort with and understanding of valuation approaches in the context of tax and financial reporting requirements. We help define valuation project scope and timelines, manage all aspects of execution, and take a "hands-on" approach during audit reviews.

Complex Financial Instruments

Sorbus offers valuations of complex financial instruments such as derivatives, contingencies, multi-element financing agreements, and structured cash flows. We deliver accurate and meaningful value estimates by implementing advanced valuation techniques with programming and Monte Carlo software while integrating across related valuation projects.

Our services cover the following securities:

Equity derivatives, embedded or stand-alone

Debt securities, i.e. amortizable, convertible, redeemable

Contingent claims, earn-outs

Structured cash flow instruments, i.e. P2P notes

Forward contracts, swaps, caps and floors



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Most new projects will require a brief introductory conversation. Unless you are a returning client asking for an update to a old valuation, please use the calendar below to schedule a call with us:

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We are located in the San Francisco Bay Area, while our clients cover much broader geography, from Southern California to the East Coast and Europe. Please contact us with questions and inquiries. Also, feel free to stop by on your way to the beautiful Sonoma or Napa Valley.

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