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Midstream: Energy Advisory Services For Private Capital/Valuation: Valuation in Connection with Sale of Company

Private capital-sponsored midstream company (“the Company”) focused on crude oil gathering in Colorado. The Company engaged Opportune in 2018 to provide valuation services for tax purposes in connection with the sale of the Company. In connection with the sale of the Company, the buyer and seller could not agree with respect to the allocation of the purchase price for federal income tax purposes. The buyer’s purchase allocation ascribed value to a certain intangible asset class under the tax code our client considered to be incorrect.

Opportune’s professionals added value by providing a detailed valuation analysis and report in support of the Company’s position.

Opportune understands the increasing complexities of energy-industry valuations, and performs advanced analyses of derivatives, securities, equity instruments, debt instruments and corporate deal structures for numerous organizations in the energy market. For additional information, CLICK HERE.

Since Opportune's formation in 2005, the firm has assisted private capital organizations in growth, oversight and monetization of their investments. Opportune's professionals include C-level industry executives and board members of public companies, as well as former partners with Big 4 accounting firms—all with careers dedicated to the energy industry. We assist private capital firms in growing, managing and exiting their investments by providing acquisition due diligence, valuation, engineering services, business process and technology assessments, financial planning and analysis, outsourcing, tax advisory and IPO assistance. For more information about how Opportune adds value to private capital, CLICK HERE.

Dean Price

PartnerOpportune LLP