I have completed valuations for equity transactions, fairness opinions, annual ESOP valuation reports, as well as leveraged buy-out and sell-side analysis since joining ESI in 2015. Projects span both existing and prospective ESOPs, as well as mergers and acquisitions, and consulting. In addition, I am involved in ESI’s process development and business planning.
My background includes technical and project management skills from the banking and mortgage industries, including financial, regulatory, and audit experience. I am also a frequent speaker in the ESOP community covering a range of topics on valuations and employee ownership.