Financial Services Experience

SP&H offers quality and efficient valuations and services to public or privately held companies with revenues of any size, as well as assisting service providers affiliated with these types of businesses.

Our professionals have performed over 4,000 valuations, at any given time we have about 200 active matters, and have been named as expert witnesses in over 1,000 court proceedings during their careers. SP&H experts have testified over 170 times in trial and over 500 times in deposition.

We have extensive financial services experience, including but not limited to:

• Access Finance

• Acrisure Holdings, Inc. (property and casualty/group benefits)

• AIG/Sun America

• Allied Managed Care/AIMS Managed Care (insurance cost containment consultants)

• Aon PLC

• Armac Insurance (property and casualty)

• Arthur J. Gallagher & Co.

• Bank of America

• Bank of Los Angeles

• Bank of the Orient

• Beal Bank

• BNP Paribas

• Budget Finance

• California Bank & Trust

• California Federal Savings

• Citigroup, Inc.

• City National Bank

• Credit Suisse

• Delta Bay Mortgage

• Deutsch Bank

• Earl Investment Company

• East West Bank

• El Dorado Savings Bank

• First Northern Bank

• Franchise Finance Corporation of America

• Hillenbrand Insurance Services (insurance broker for healthcare and benefits)

• HSBC Holdings

• HUB International Limited

• JP Morgan Chase

• Kinecta Federal Credit Union

• Morgan Stanley

• Mother Lode Holding Co. (Placer Title Company)

• SG Capital LLC

• Tomato Bank – merged into Royal Business Bank

• U.S. Bank

• Washington Mutual

• Wells Fargo Bank

• Wright Surety & Insurance (property and casualty)