Caleb is an expert in providing financial advisory services to private equity sponsors, hedge fund portfolio managers, and limited partners in relation to the valuation of business enterprises, various fixed and intangible assets and debt and equity securities.
Caleb has completed numerous valuation analyses related to the fair value of illiquid debt and equity securities to assist alternative asset managers mark and report the fair value of investments held in their portfolios. He also regularly provides comprehensive valuation opinions that support transactions involving different types of securities and assets.
Prior to joining Kroll, Caleb served as a manager at Alvarez & Marshal and assisted clients with fairness opinions, solvency opinions, purchase price allocations, portfolio valuations and stock compensation valuations for both tax and financial reporting purposes.
Caleb has significant experience and expertise in the energy market, providing advisory services related to upstream, midstream and downstream oil and gas assets on numerous engagements. He also has extensive experience in the power markets, having advised clients on nuclear, fossil and renewable generation assets. He has also completed numerous engagements with transmission and distribution utility businesses, both regulated and unregulated.
Caleb received a B.A. in finance from Lamar University and holds an MBA from Southern Methodist University. He is also a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute, the CFA Society of Dallas-Fort Worth Chapter and the American Society of Appraisers.