James Herr is a Senior Director with Alvarez & Marsal Valuation Services in Houston. Mr. Herr has provided valuation and financial modeling consulting services for more than 25 years. During that time, he has performed close to one thousand valuation engagements, ranging from business and asset valuations (tangible and intangible) under ASC 350, 360, 805, 820, 932; financial instrument valuations under IRC 409A, ASC 718, and 825; tax valuations under IRC 338, 351/367/368 (reorg), 382 (NOLs), 754, 897 (FIRPTA), 1060; valuations for transaction and strategic planning support; valuation and economic damage analyses in litigation and family law; and fairness and solvency opinions.
Mr. Herr has also performed numerous valuations in all sectors, with particular focus on high-tech, healthcare (incl. pharma, medical devices, and services), energy (both O&G and renewables), metals and mining, utilities, and finance. In the energy and metals and mining sector he has over fifteen years of specialty focus, performing valuations in E&P, midstream (incl. MLPs), oilfield services, downstream (incl. refineries, LNG and Petrochem.), petroleum product distribution sub-sectors, gold, coal (thermal & coking), lithium, platinum, nickel, aluminum/bauxite, trona, copper, iron ore, steel, titanium, potash, uranium, rare earth minerals, and zinc. Renewable energy experience includes developers, construction, and operators in wind, solar, biomass, and EVs.
Mr. Herr is an expert in valuing businesses at all stages of development from early-stage / startup to mature. He also has worked on many restructuring and bankruptcy valuations, including fresh start engagements.
Mr. Herr headed an international financial modeling build and review practice at a Big 4 firm, building and delivering as well as reviewing for clients hundreds of Excel-based financial models. He led basic and advanced financial modeling courses out of London.
Prior to joining Alvarez and Marsal Valuation Services, Mr. Herr was a Director at PricewaterhouseCoopers, where he specialized in performing valuations for clients in the Energy and Mining Sectors. Prior to that, James was a Corporate Finance Director in KPMG’s Moscow office. He also served as a Vice President at BDO in Los Angeles. He began his career in litigation, working for an economics consulting practice in the Bay Area, where he supported and performed work as an expert witness.
James earned his Bachelor of Arts degree (Magna Cum Laude) in both Economics and Russian from Brigham Young University, his Master of Arts in Economics degree from the University of California at Berkeley, and a Master of Business Administration degree from California State University at East Bay. He is a Chartered Financial Analyst charterholder, an Accredited Senior Appraiser with the American Society of Appraisers, a Certified Public Accountant in Texas, and holds both the Accredited in Business Valuation and Certified in Entity and Intangible Valuations credentials.