Amy Greenberg, ASA
Siwicki Greenberg, LLC
Amy has 30 years of experience providing valuations across a wide range of industries, including financial services, manufacturing, logistics, retail services, professional services, heavy civil construction, information technology consulting, pharmaceutical/life sciences, software and technology, and insurance. She provides a range of valuation services, including valuations of ownership interests in operating companies (C-corporations and S-corporations), limited liability companies, and family limited partnerships for estate and gift tax planning, shareholder and corporate planning, incentive compensation, fair value for financial reporting purposes (ASC 350, 805, 718, and 820), and valuation of complex securities (options, warrants, carried interests, profit units, convertible debt and preferred stock).
She is the owner of Siwicki Greenberg, LLC, an independent business appraisal firm, which she founded in 2004 with her former partner, Robert Siwicki. Prior to founding Siwicki Greenberg, LLC, Amy was a Vice President with Fleet M&A Advisors, the investment banking division of Fleet Financial Corporation, where she worked on a wide range of corporate finance projects, including valuations of business entities and significant blocks of corporate securities, both public and private, in connection with acquisitions, redemptions, divestitures, spin-offs, estate planning, employee benefit planning, and raising capital, and provided merger and acquisition advisory services to the bank’s corporate clients in support of the divestiture of operations, assets, and control blocks of stock. Amy’s career in business valuation began at Howard, Lawson & Co., a boutique investment banking firm in Philadelphia, which was acquired in 2000 through a series of transactions to become part of Fleet Financial Corporation’s capital markets group.Prior to that she worked for PNC Bank, N.A. and Midlantic Bank, N.A. in roles within the commercial lending groups.
Amy holds an Accredited Senior Appraiser designation from the American Society of Appraisers (ASA) and is a member of the Montgomery County Estate Planning Council. Amy currently serves as Secretary of the Philadelphia Chapter of the ASA. A native of New York State, she earned her Master of Business Administration (MBA) from Clarkson University and her Bachelor of Science (BS) degree in Business Administration from Alfred University. Amy and her husband have four children, and she enjoys participating in volunteer activities, golfing, and exploring the National Parks.