Andrew Mackson, Cfa, Abv Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, Us

I 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.)

I 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/

Sydney, Nsw, Au

Crestone 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.

Zurich, Ch

Andrew 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.

Zurich, Ch

Andrew 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.

Brisbane, Queensland, Au

Andrew 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.

Zurich, Ch

Duties: 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.

London, Gb

Andrew 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.

Belconnen, Act, Au

Andrew reviewed local Government statistics for submission to the national accounts, evaluating data against trends, preparing spreadsheets and reports and interpreting financial statements.

New York, Ny, Us

Andrew 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.

Bachelor Of Commerce/Economics, Finance, Accounting & International Trade

Rg 146, Ada 1, Investments And Securities, Derivatives

Education record