Vice President
2014 - 2017
Duff & Phelps
- Provided valuation services, expertise, and advice to corporate clients, private equity funds, law firms, and other clients on matters involving valuation.
- Managed and performed a variety of valuation projects for tax and financial reporting purposes, including business enterprise valuations, equity valuations, stock option valuations, and purchase price allocations.
- Acted as a business development coordinator and contributed directly to the development of proposals for transactions within the industrial and consumer products industries. Notable proposals included a proposal for a $1.5 billion acquisition of a household appliance company, resulting in an engagement that earned more than $200,000 in fees.
- Developed financial models and managed the engagement for a purchase price allocation of an industrial safety equipment manufacturer acquired for $2.5 billion.
- Participated in the acquisition of a $1.6 billion chemical distributor, performing financial and business due diligence, developing and evaluating financial models and strategic plans, and creating detailed reports.
Focus areas: Corporate Finance, Finance Strategy, Mergers & Acquisitions (M&A), Financial Reporting, Intellectual Property Valuation, Equity Valuation, Purchase Price Allocation, Financial Modeling, Cost of Capital, Valuation Multiples, Discounted Cash Flow (DCF), Valuation
Willamette Management Associates
- Provided valuation services to law firms and corporations for tax reporting purposes.
- Contributed to various business development efforts that resulted in the awarding of several engagements for the firm, including a recurring equity valuation for a logistics company with approximately $165 million in annual sales.
- Presented the results of a business valuation analysis to the board of directors of a privately held corporation, which included describing various valuation approaches and cost of capital analyses.
- Prepared a recurring equity valuation of a privately held healthcare distributor with approximately $1.5 billion in annual sales to assist management in determining the fair market value of equity for internal stock transactions.
- Authored two articles on valuation that were featured in a quarterly firm publication, distributed to current and potential clients.
Focus areas: Equity Valuation, Financial Modeling, Cost of Capital, Valuation Multiples, Discounted Cash Flow (DCF), Valuation
Vice President
2006 - 2012
Duff & Phelps
- Performed valuation analyses on a wide range of public and private companies across various industries while taking on an increasing level of responsibility for engagements in both internal and client management.
- Acted as the lead analyst for seven professional sports franchise valuation engagements, including franchises in the NBA, NHL, MLB, NFL, and the English Premier League.
- Managed the engagement with a $9 billion packaged food company which involved developing financial models and assisting senior management with valuation analyses related to a divestiture of a business division.
- Prepared and presented the results of a recurring quarterly business valuation analysis to the board of directors of a privately held paper packaging company with $2 billion in annual sales.
- Designed detailed equity valuation models and created detailed narrative reports to support the analysis of a global legal entity restructuring of an international IT products and service provider for tax planning purposes.
Focus areas: Corporate Finance, Finance Strategy, Mergers & Acquisitions (M&A), Financial Reporting, Intellectual Property Valuation, Equity Valuation, Purchase Price Allocation, Financial Modeling, Cost of Capital, Valuation Multiples, Discounted Cash Flow (DCF)