James H. Connors III, CFA ASA
Director of Valuation Services, Pinnacle Healthcare Consulting
Mr. Connors’ professional focus has been geared toward providing business and securities valuation services to enable clients to make better decisions and reduce their exposure to compliance issues. Jim has over 20 years experience in business valuation and financial and marketing consulting.
Jim joined The Pinnacle Group in mid 2008 following eight years with Quist Valuation. At Quist, he led the transactions services group, providing middle market clients with valuation analyses performed for mergers, acquisitions and corporate finance, fairness opinions, purchase price allocations, and goodwill and intangible asset impairment. Additionally, he performed valuations for executive compensation, gift and estate tax compliance, and employee stock ownership plans. During the past ten years, Mr. Connors has managed and/or reviewed over four hundred valuation engagements.
Jim has assisted clients in a variety of industries, both nationally and internationally, including healthcare services and medical devices, biotechnology, internet services, software, telecommunications, oil and gas, business services, manufacturing, distribution, consumer products, construction, home building, financial services, insurance, computer hardware, automotive parts, chemicals, aerospace, telecommunications, electronics, and food products. He has written articles on valuation techniques and analyses on SEC, FASB and IRS rulings and regulations.
Prior to joining Quist, Jim co-founded a boutique management consulting firm, and worked with Fortune 500 companies assisting management with strategy formulation, acquisition analysis / due diligence, tactical response to moves by competitors, market positioning, market entry feasibility, and customer service improvement.
Expertise
· Business, securities and intangible asset valuation
· Fair value accounting for business combinations and financial reporting
· Transaction and corporate finance advisory
· Financial analysis, forecasting and modeling
· Acquisition analysis and due diligence
· Competitor and market analysis
Professional Designations
· Chartered Financial Analyst, CFA Institute / CFA Colorado
· Accredited Senior Appraiser, American Society of Appraisers
Education
· MBA with an emphasis in Finance, University of Colorado, Denver
· BA, Economics, University of Virginia
Contact
· 303.801.0128(office)
· 303.868.9786 (cell)
· jconnors@pinnaclegrouphc.com