John N. Marshall Email & Phone Number

John is a Partner in the Boston office of Bay Valuation Advisors, LLC. Mr. Marshall has provided valuation services to leading financial services companies around the world. With nearly years of experience, Mr. Marshall specializes in helping investment managers with their most important and complex valuation issues, from mergers and acquisitions and owner/employee equity, to valuing their portfolio investments and advising on valuation policies and procedures. He performs valuations for… Show more John is a Partner in the Boston office of Bay Valuation Advisors, LLC. Mr. Marshall has provided valuation services to leading financial services companies around the world. With nearly years of experience, Mr. Marshall specializes in helping investment managers with their most important and complex valuation issues, from mergers and acquisitions and owner/employee equity, to valuing their portfolio investments and advising on valuation policies and procedures. He performs valuations for financial reporting and tax purposes, as well as for strategic planning and in a litigation support role. He has valued businesses and business interests, ranging from private equity and debt, to the most complex securities, as well as intangible assets including patented technology and know-how, trademarks and other brand related intangibles, investment management contracts, including associated carried interest/performance fee rights, client relationships, and non-compete agreements. He has been admitted as an expert on valuation matters at trial. Show less

Greater Boston Area

John was a Partner in the Boston office of Bay Valuation Advisors, LLC leading BVA's financial services industry practice.

- John was a Managing Director and the Investment Management industry leader for the Business Valuation Services practice. - He advised investment managers on valuation issues, from business and intangible valuations, to valuations of portfolio investments. - He valued businesses and business interests for financial and tax reporting purposes in the context of M&A activities and in a litigation support role. - He has performed purchase price allocations, from small boutique… Show more - John was a Managing Director and the Investment Management industry leader for the Business Valuation Services practice. - He advised investment managers on valuation issues, from business and intangible valuations, to valuations of portfolio investments. - He valued businesses and business interests for financial and tax reporting purposes in the context of M&A activities and in a litigation support role. - He has performed purchase price allocations, from small boutique transactions to $15-billion mergers, and has advised clients on valuation policies, procedures, and controls for satisfying both financial reporting and regulatory requirements. - John has extensive experience in the valuation of intangible assets and intellectual property. Show less

- Directed valuation analyses and reports, for financial reporting and purchase accounting in accordance with FAS 141, FAS 142, and FAS 144, for tax reporting purposes, as well as for mergers and acquisitions. Valuing businesses and business assets, specializing in intangible assets and intellectual property. Assisting clients in developing reporting unit/identifiable asset policies and strategies. Industry specialization in financial services with a focus on the investment management… Show more - Directed valuation analyses and reports, for financial reporting and purchase accounting in accordance with FAS 141, FAS 142, and FAS 144, for tax reporting purposes, as well as for mergers and acquisitions. Valuing businesses and business assets, specializing in intangible assets and intellectual property. Assisting clients in developing reporting unit/identifiable asset policies and strategies. Industry specialization in financial services with a focus on the investment management sector.- Marketed valuation services to potential clients and within the firm. Show less

- Assisted asset/investment management clients in both establishing and reviewing policies and procedures related to fair valuation issues, for legal and regulatory scrutiny.- Reviewed numerous valuations prepared by clients and other professional valuation firms for Deloitte & Touche LLP audit teams.

- Personally managed approximately $2 million in revenue during both FYE 2001 and FYE 2002 as part of Northeast Consumer and Industrial Markets group.- Involved in all phases of Intellectual Property Management, working with companies to manage and commercialize their intellectual property as part of Intellectual Property Portfolio Services and being the direct liaison between the clients and the National Practice Leader. - Wrote firm manual and training course for Intellectual… Show more - Personally managed approximately $2 million in revenue during both FYE 2001 and FYE 2002 as part of Northeast Consumer and Industrial Markets group.- Involved in all phases of Intellectual Property Management, working with companies to manage and commercialize their intellectual property as part of Intellectual Property Portfolio Services and being the direct liaison between the clients and the National Practice Leader. - Wrote firm manual and training course for Intellectual Property. Show less

Greater New York City Area

Valued companies and intellectual property for transactions and in a litigation support role.Representative engagements included:- Valuation of a food products company, including its trademarks and brand name, for impending bankruptcy.- Lost profits and diminution in value analysis for a leading Argentinean courier service as a result of alleged damaging accusations by a government official.- Valuation of a start-up telecommunications company for purposes of its initial… Show more Valued companies and intellectual property for transactions and in a litigation support role.Representative engagements included:- Valuation of a food products company, including its trademarks and brand name, for impending bankruptcy.- Lost profits and diminution in value analysis for a leading Argentinean courier service as a result of alleged damaging accusations by a government official.- Valuation of a start-up telecommunications company for purposes of its initial public offering and tax purposes. Show less

Bonn Area, Germany

Worked for Foreign Affairs Committee and also the Economic Cooperation Workgroup of the Conservative Parliamentary Party.Responsibilities included:- Assessing the impact of foreign aid upon Less Developed Countries- Translating European Union Correspondence from German to English

Bachelor Of Arts - Ba, Major In Government, Focusing Upon International Relations

Activities and Societies: Minor in German

Modern German History

Activities and Societies: Full time graduate student and teaching assistant in the Department of History at the Pennsylvania State.