Vice President - Portfolio Valuation
San Francisco Bay Area
Provided valuation consulting to many of the largest private equity and venture capital firms, hedge funds, and investment management companies.Consulted in private equity and alternative asset investment space, including advising on topics such as fairness opinions, mark to market fair value accounting, fund manager valuations and due diligence, investment and industry research, and limited partner investment portfolios.Managed client relationships across a large number of industries including: technology, consumer, industrial, financial services, healthcare, and telecommunication.Engaged by both private and public companies to perform valuations of companies and assets for investment monitoring, stock option issuance, enterprise/equity/debt valuation, and tax purposes.Used precedent transaction, discounted cash flow, comparable company, option pricing, and other analyses to perform valuations of portfolios of illiquid securities, including limited partner and general partner interests, fixed income securities and non-public or illiquid equity.
