Fundraising Fox
Valuation Research
Milwaukee, US · Founded 1975 · Nevada corporation · 381 employees on LinkedIn
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A valuation firm that provides financial reporting and tax valuations for clients, with expertise in international business combinations and regulatory compliance.
Founders & leadership
PP
Pankaj PatelExecutive
NC
Neil C. KellyVice ChairmanNeil C. Kelly is an executive officer and director at Valuation Research, a firm providing financial valuations and fairness opinions for private equity firms, investment banks, venture capital firms, and corporations. His expertise spans mergers and acquisitions, intangible asset valuations, and valuation work across manufacturing, pharmaceutical, and healthcare industries.
MB
Mark BratteboExecutive
PP
PJ PatelCo-CEOPJ Patel is Co-CEO of Valuation Research Corporation, where he leads the financial reporting practice and sits on the board and executive committee. With over 25 years of experience in financial reporting and valuation advisory, he has previously worked with firms including The Carlyle Group, Mondelez, PepsiCo, AmerisourceBergen, and Quest Diagnostics, specializing in the valuation of business enterprises and intangible assets for tax and financial reporting purposes.
JJ
Justin JohnsonCo-CEOCo-CEO of Valuation Research, which provides financial reporting and valuation services including fairness opinions, M&A advisory, and common stock valuations under ASC standards.
JC
John CzaplaChairmanJohn Czapla has spent 33 years in the valuation industry and is Senior Partner and Senior Managing Director of the Portfolio Securities Valuation Practice at Valuation Research Corp, a 50-year-old independent valuation firm with 12 domestic offices and 350 employees that provides enterprise valuations, security valuations, and asset valuations for financial reporting, tax purposes, and mergers and acquisitions.
Board
JM
Jane MyungBoard director
CS
Charles SapnasBoard director
MR
Mose RuckerBoard director
Reported raises · per SEC filings
Form D private placements$3.1M disclosed across 12 rounds · 2014–2026
▶$900KraisedMay 2026 · 5 investors · Business ServicesRule 506(b)
▶$900KraisedMay 2026 · 5 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- John D. CzaplaExecutive Officer, Director
- Justin E. JohnsonExecutive Officer, Director
- Parag PatelDirector
- Jane MyungDirector
- Charles SapnasDirector
- Jeffery MillerDirector
- James P. TruogExecutive Officer, Director
- Pankaj PatelExecutive Officer, Director
- Offering amount
- $900K
- Amount sold
- $900K
- Minimum investment
- $100K
- First sale
- Apr 2026
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$231KraisedApr 2025 · 6 investors · Business ServicesRule 506(b)
▶$231KraisedApr 2025 · 6 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Justin E. JohnsonExecutive Officer, Director
- Jane MyungDirector
- Pankaj PatelExecutive Officer, Director
- Charles SapnasDirector
- Mose RuckerDirector
- James P. TruogExecutive Officer, Director
- Kevin MeyersDirector
- John D. CzaplaExecutive Officer, Director
- Offering amount
- $231K
- Amount sold
- $231K
- Minimum investment
- $33K
- First sale
- Apr 2025
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$363KraisedApr 2024 · 9 investors · Business ServicesRule 506(b)
▶$363KraisedApr 2024 · 9 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- James P. TruogExecutive Officer, Director
- Pankaj PatelExecutive Officer, Director
- Charles SapnasDirector
- Mose RuckerDirector
- Justin E. JohnsonExecutive Officer, Director
- Kevin MeyersDirector
- Jane MyungDirector
- John D. CzaplaExecutive Officer, Director
- Offering amount
- $429K
- Amount sold
- $363K
- Minimum investment
- $33K
- First sale
- Apr 2024
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$462KraisedApr 2023 · 9 investors · Business ServicesRule 506(b)
▶$462KraisedApr 2023 · 9 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- John D. CzaplaExecutive Officer, Director
- James P. TruogExecutive Officer, Director
- Kevin MeyersDirector
- Neil C. KellyDirector
- Pankaj PatelExecutive Officer, Director
- Justin E. JohnsonExecutive Officer, Director
- Lawrence E. Van KirkDirector
- Mose RuckerDirector
- Offering amount
- $462K
- Amount sold
- $462K
- Minimum investment
- $33K
- First sale
- Apr 2023
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$394.2KraisedApr 2022 · 9 investors · Business ServicesRule 506(b)
▶$394.2KraisedApr 2022 · 9 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Lawrence E. Van KirkDirector
- Chantal S. KnierExecutive Officer
- James P. TruogExecutive Officer, Director
- Kevin MeyersDirector
- Mose RuckerDirector
- Neil C. KellyDirector
- John D. CzaplaExecutive Officer, Director
- Pankaj PatelExecutive Officer, Director
- Justin E. JohnsonExecutive Officer, Director
- Offering amount
- $394.2K
- Amount sold
- $394.2K
- Minimum investment
- $32.9K
- First sale
- Apr 2022
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$65.7KraisedApr 2021 · 2 investors · Business ServicesRule 506(b)
▶$65.7KraisedApr 2021 · 2 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Kevin MeyersDirector
- Lawrence K. Van KirkDirector
- John D. CzaplaExecutive Officer, Director
- Justin E. JohnsonExecutive Officer, Director
- Neil KellyDirector
- Mose RuckerDirector
- Pankaj PatelExecutive Officer, Director
- Chantal S. KnierExecutive Officer
- James P. TruogExecutive Officer, Director
- Offering amount
- $65.7K
- Amount sold
- $65.7K
- Minimum investment
- $32.9K
- First sale
- Apr 2021
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$262.8KraisedApr 2020 · 7 investors · Business ServicesRule 506(b)
▶$262.8KraisedApr 2020 · 7 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- Lawrence K. Van KirkDirector
- James P. TruogExecutive Officer, Director
- Neil C. KellyDirector
- John D. CzaplaExecutive Officer, Director
- Chantal S. KnierExecutive Officer
- Pankaj PatelExecutive Officer, Director
- Justin E. JohnsonExecutive Officer, Director
- William J. HughesDirector
- Offering amount
- $262.8K
- Amount sold
- $262.8K
- Minimum investment
- $32.9K
- First sale
- Apr 2020
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$98.5KraisedApr 2019 · 3 investors · Business ServicesRule 506(b)
▶$98.5KraisedApr 2019 · 3 investors · Business Services
Rule 506(b)Officers, directors & promoters on the filing
- James P. TruogExecutive Officer
- Chantal KnierExecutive Officer
- Justin E. JohnsonExecutive Officer, Director
- Neil C. KellyExecutive Officer, Director
- Pankaj PatelExecutive Officer, Director
- John D. CzaplaDirector
- Mark BratteboDirector
- William HughesDirector
- Offering amount
- $98.5K
- Amount sold
- $98.5K
- Minimum investment
- $32.9K
- First sale
- Apr 2019
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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In the news
Frequently asked questions
- What does Valuation Research do?
- A valuation firm that provides financial reporting and tax valuations for clients, with expertise in international business combinations and regulatory compliance.
- How much funding has Valuation Research raised?
- Valuation Research has disclosed $3.1M raised across 12 rounds.
- Where is Valuation Research headquartered?
- Valuation Research is headquartered in Milwaukee, US.