Learn about our client companies and interview executive management
Perform in-depth industry, market, and competitor research and valuation analysis on a wide range of public and private entities using all accepted approaches and theory
Design financial models for discounted cash flow, guideline company analysis, intangible assets, transaction opinions and option pricing analyses
Actively involved in the technical analysis and firm quality control requirements to ensure technical and functional accuracy
Responsible for preparing comprehensive valuation reports to support and document our conclusions and outlining data pertinent to the engagement, market research, company valuations, and analysis of strategic and financial alternatives
Present reports regarding analysis and conclusions of findings
Remain current on new and changing technical applications
Train and manage valuation staff
Take an active role in the recruitment of new staff
WHAT WE ARE LOOKING FOR
Experience
Valuation Experience:2+ years of relevant valuation experience is required. Experience at regional or national valuation practices is preferred. Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i.e., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, and estate & gift planning valuations is a plus.
Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models
Strong analytical and problem-solving skills
Knowledge of software packages including MS Word, Excel, PowerPoint, Capital IQ and Bloomberg
