With over 23 years of experience, Jack is focused on business valuations and intangible asset valuations for businesses, securities, hedge funds, private equity funds as well as numerous other companies. Over the past seven years, Jack has focused on mark-to-market analysis for the investments of some of the largest private equity and hedge funds in the world. This experience involves various debt and equity instruments across numerous industries, with specific focus on illiquid financial securities.
In addition to the portfolio valuation work for private equity and hedge funds, Jack has provided hundreds of valuations for financial and tax reporting requirements. These valuations were performed for purchase and sale advisement; financial reporting requirements related to acquisitions, divestitures, reorganizations and joint venture formations; valuation for purposes of equity based compensation plans and ESOP plans; assessment of strategic and financial alternatives; valuation and financial analysis for bankruptcy engagements; and valuation of intellectual property for financing, licensing and holding company purposes.
Jack has also instructed numerous internal and external courses on topics such as valuation theory, implementation of SFAS 141: Business Combinations and Intangible Assets and SFAS 142: Goodwill Impairment, corporate finance and fairness opinions.
Prior to joining Kroll, Jack provided valuation and financial advisory services within the Valuation Practice groups of Price Waterhouse, PricewaterhouseCoopers and Standard & Poor’s Corporate Value Consulting.
Jack received his M.B.A. in finance from Emory University and B.A. in accounting from Indiana University.