Sheldrick, McGehee & Kohler Overview

  • Service
  • Valuation Firm
  • Founded
  • 1984
  • Serviced Companies
  • 1
  • Serviced Deals
  • 1

Sheldrick, McGehee & Kohler General Information


Sheldrick, McGehee & Kohler is a valuation firm based in Jacksonville, Florida. The firm provides fair market value appraisals specialize in the valuation of closely held or limited market interests for purposes associated with estate taxes, gifts of stock or equity interests, buy-sell agreements, actual sales transactions, pre-IPO options, incentive stock option programs, employee stock ownership plans (ESOPs), corporation tax basis conversions and litigation support. SMK provides valuation and transactional advisory services and provided expert testimony in more than twenty states.

Contact Information

Year Founded
Service Provider Type
Valuation Firm
Primary Office
  • One Independent Drive
  • Suite 3140
  • Jacksonville, FL 32202
  • United States
+1 (904) 000-0000

Sheldrick, McGehee & Kohler Services to Companies

Service on a Deal (1)

Company Name Service Provided Deal Date Deal Type Deal Amount
Dixon Ticonderoga Advisor: General Feb 2005 00000 0000000
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Sheldrick, McGehee & Kohler Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Sheldrick, McGehee & Kohler Team (4)

Name Title Deals Office Contact
Steven Rosenbloom President & Equity Partner Jacksonville, FL
Jess Wright Equity Partner Jacksonville, FL
Richard Kohler Founder & Chairman Jacksonville, FL
Matthew Berger Valuation Analyst Jacksonville, FL
To view Sheldrick, McGehee & Kohler’s complete team members history, request access »

Sheldrick, McGehee & Kohler Board Members (1)

Name Representing Role Since
Richard Kohler Sheldrick, McGehee & Kohler Founder & Chairman 000 0000
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