Present Position – Mr. Perez is a director at Acuity Advisors, where he is responsible for estate & gift valuations, SEC/GAAP reporting, mergers and acquisitions, and dispute engagements.
Professional Expertise – With over a decade of financial consulting experience, Mr. Perez provides valuation and consulting services to private equity-owned portfolio companies and publicly traded companies across diverse industries, including technology, media and telecommunications, health care, semiconductors, industrial products, food and retail, aerospace, and professional services.
He has performed valuations of business enterprises, business interests, and intangible assets for ESOPs, financial reporting, mergers and acquisitions, bankruptcy, tax reporting and planning, and litigation support for trials and arbitrations.
Employment History - Before Acuity Advisors, Mr. Perez was in the financial advisory services group at Houlihan Lokey. His financial advisory work included fairness and solvency opinions, and SEC/GAAP reporting valuations. His dispute engagements included minority shareholder oppression, breach of contract, fraudulent conveyance, economic damages, and ESOP trustee disputes with the department of labor. Before joining Houlihan Lokey, he was in the corporate value consulting group at Grant Thornton LLP. He conducted SEC/GAAP reporting valuation engagements and peer-reviewed valuation reports from the Big 4, national, and regional accounting firms.
Mr. Perez is also a U.S. military veteran, having served in combat with the 25th Infantry Division during Operation Enduring Freedom in Afghanistan.
Education & Professional Affiliations – Mr. Perez earned a B.S. in Finance from California State Polytechnic University, Pomona. He is a member of the American Society of Appraisers and the American Institute of Certified Public Accountants, holding the Accredited Senior Appraiser (ASA) and the Accredited in Business Valuation (ABV) designations. He is also a licensed investment banker holding FINRA licenses Series 79 and 63.