Andrew Mackson, Cfa, Abv Email and Phone Number
We (InteleK) value privately held businesses (and minority interests) and complex financial instruments in the US & Australia, willing to defend our opinions of value in any format, against any party.As accredited valuers & risk reduction experts, we provide private/closely-held business owners, auditors & intermediaries piece of mind through valuations tested at the highest levels, offering valuation, taxation compliance, strategic planning and litigation consulting services. Compared to our competitors we materially reducing the cost and impact of errors and disputes through our valuations and advice. We have broad expertise in delivering our comprehensive valuation solutions for various valuation purposes including tax compliance, financial instruments, matrimonial dissolution and other litigation support matters, to more basic estimations of value for sale preparation and business planning.Andrew Co-founded InteleK with fellow Australian and good friend, Cameron Braid. Andrew oversees private business valuations for InteleK’s USA & Australian clients. Before co-founding InteleK, Andrew worked for UBS in Sydney, commencing in Equity Research before moving to Wealth Management.
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PartnerIntelek Business Valuations & AdvisoryChicago, Il, Us
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PartnerIntelek Business Valuations & Advisory Dec 2018 - PresentChicago, Illinois, UsI oversee valuations/appraisals for private/closely-held/illiquid business owners in both the US & Australia, liaising with our various clients, may they be attorneys/solicitors, accountants/CPA/CA, financial/wealth advisors, lending Institutions or business owners themselves.I am the point of client contact for all valuations, primarily for the following purposes, may it be valuing 100% of a business, smaller controlling and & non-controlling/minority interests:• Gift and Estate Tax: Fair Market Values of closely held businesses.• Financial reporting (under FV) & portfolio analysis.• Buy & sell-side transaction support: fair market valuations & price negotiation support.• Employee Share Schemes (ESS) & Employee Stock Ownership Plans (ESOP).• Stock option pricing (IRS 409A) for simpler share structures, up to those deep into multiple rounds of series funding.• Financing Purposes inclusive of SBA 7(a) Loans (USA).• Internal purposes such as shareholder transactions, disputes and strategic planning.• Complex financial instruments (warrants, options, structured debt etc.) -
Owner - Ivy MedellinIvy Hostel Medellin Jan 2018 - Sep 2020I purchased, invested and improved Ivy Hostel over a two year period before facilitating and executing its sale in 2020. With letters of intention to buy from two investors in March 2020 at a return on equity significantly above the Hostel's cost of capital, this process was then severely affected by COVID-19. Finally, I executed the transaction later in 2020 under a significant discount given the COVID-19 environment. http://www.ivyhostel.com/ -
Travelling Latin America, Studying Spanish And Padi Dive CertificationsIvy Hostel Medellin Sep 2016 - Dec 2017
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Capital Markets ConsultantCrestone Wealth Management Jul 2016 - Sep 2016Sydney, Nsw, AuCrestone is a leading wealth management business created out of UBS Wealth Management, providing clients with full-service wealth management solutions, capable of execution across a range of investment opportunities.Andrew completed a 3-month project based contract, establishing the fixed income & ECM/ DCM requirements of the capital markets business. -
Capital Markets & Fixed IncomeUbs Wealth Management Aug 2014 - Jul 2016Zurich, ChAndrew executed AUD fixed income trades on behalf of UBS WM clients, analysed domestic/ global interest rate & credit markets, generated commentary & trade recommendations and conduct reviews of fixed income portfolios.Whilst also facilitating the execution and sale of UBS Investment bank ECM & DCM Transactions to the WM client base. -
Graduate ProgramUbs Wealth Management Feb 2013 - Jul 2014Zurich, ChAndrew assisted with capital market transactions across DCM/ ECM, focusing on fixed income and hybrid transactions. Within his capacity of providing overall investment advice, Andrew was required to prepare transaction documents, analyse product details and provide investment recommendations to UBS WM Client Advisors.
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Tutor, School Of EconomicsUniversity Of Queensland 2009 - Jun 2012Brisbane, Queensland, AuAndrew tutored for the School of Economics, tutoring Macroeconomics (ECON1020), Microeconomics (ECON1010) & Financial Markets and Institutions (ECON2200). As part of his role, he was required to teach weekly content to classes of ~25 students, mark assignments and exams, develop course content and work in collaboration with the tutoring cohort. -
Equity Research InternUbs Investment Bank Nov 2011 - Jan 2012Zurich, ChDuties: Conducting research across gaming & contractor stocks, analysing data, reviewing models, assisting with client requests, using excel to create databases, presenting a project at the end of the internship period.
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Transaction Advisory Services (Internship)Ernst & Young Jun 2011 - Jul 2011London, GbAndrew assisted in the preparation of reports, conducting research across a range of sectors to underpin client recommendations, analysed client competition in client acquisitions and conducted company due diligence. -
Local Government Statistical Unit (Internship)Australian Bureau Of Statistics Jan 2011 - Feb 2011Belconnen, Act, AuAndrew reviewed local Government statistics for submission to the national accounts, evaluating data against trends, preparing spreadsheets and reports and interpreting financial statements. -
Corporate Finance (Internship)Kpmg Dec 2010 - Dec 2010New York, Ny, UsAndrew performed cost-benefit analysis, assisting in the creation and of models, preparing power points for clients and preparing reports on economic conditions in property sector.
Andrew Mackson, Cfa, Abv Skills
Andrew Mackson, Cfa, Abv Education Details
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The University Of QueenslandAccounting & International Trade -
Deakin UniversityDerivatives
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Kingaroy State High School
Frequently Asked Questions about Andrew Mackson, Cfa, Abv
What company does Andrew Mackson, Cfa, Abv work for?
Andrew Mackson, Cfa, Abv works for Intelek Business Valuations & Advisory
What is Andrew Mackson, Cfa, Abv's role at the current company?
Andrew Mackson, Cfa, Abv's current role is Partner.
What schools did Andrew Mackson, Cfa, Abv attend?
Andrew Mackson, Cfa, Abv attended The University Of Queensland, Deakin University, Kingaroy State High School.
What skills is Andrew Mackson, Cfa, Abv known for?
Andrew Mackson, Cfa, Abv has skills like Capital Markets Analysis, Company Valuation, Powerpoint, Equity Valuation, Market Valuation, Iress, Client Relations, Economics, Fixed Income, Corporate Finance, Intellectual Property Valuation, Valuation.
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