Managing Director - Global Financial Services Leader
CurrentDuff & Phelps rebranded as Kroll in January 2022 Specializing in the financial services industry with an extensive level of experience in business and asset valuations, for banking, traditional and alternative asset management, capital markets/brokerage, consumer and specialty finance. Health, P&C and other insurance (e.g., workers compensation, life, warranty, etc.), leasing, transaction and payment processing, clearing and transfer agent and financial technology industries. Other industry experience include healthcare providers and management companies, third party administrators, claim processing, healthcare insurance software, and leisure and transportation including cruise lines. In addition, Jon has determined values for business enterprises, intangible assets, and financial assets and liabilities (including performing and impaired loans, as well as intercompany loan arrangements and other illiquid and complex securities). The purposes of the engagements range from financial, tax and regulatory reporting purposes, mergers and acquisitions, litigation support, strategic and internal planning (including debt capacity, synthetic debt rating analyses and determination of arm’s length interest rates), bankruptcies and reorganizations and grants of stock options/restricted stock units. Serviced a vast number of global clients in various sectors of the financial services industry in the United States, Europe, Latin America and Asia. Engagement highlights include performing valuations in connection with the largest U.S. banking transaction, as well as the largest banking transactions in Japan, Mexico, Korea, Chile and Taiwan, and other leading transactions in the credit, debit and prepaid cards, consumer finance, retail brokerage, asset/wealth management and insurance industries. Recent experience in valuation consulting and reporting matters relating to regulatory, financial and tax requirements associated with Living Wills and Brexit restructuring plans.
