Senior Valuation Associate
Andersen
Jan 2016 - Sep 2019 (3 years 9 months)
Experience with the valuation of closely held businesses, business interests, intangible assets, intellectual property, portfolio investments, debt instruments and derivatives (including stock options and option-embedded securities), and profit / carried interests in private equity, venture capital, and hedge funds. Engagements are conducted for a variety of purposes, including mergers and acquisitions, strategic planning, financial / fair value reporting, tax planning / reporting, insolvency analysis, and litigation support. Services include, but not limited to: purchase price allocations and impairment analyses; common stock valuations for tax planning and financial reporting to comply with Section 409A; and appraisals performed for estat