Officers
Brad Gates, CFA, CPA/ABV
Since 2003, participated in financial analysis and valuation of corporate securities and partnership interests of private and closely held companies as well as publicly traded corporations. Participated in assignments and valuations for estate-, gift-, and income-tax requirements, fairness opinions, mergers and acquisitions, reorganizations, financial reporting, litigation support, estate planning, and employee stock ownership plans. Experience also includes valuation of carried interests in private equity, venture capital, and hedge funds and valuation of derivatives used for estate planning and financial reporting purposes including exotic options. Subject companies represented a broad range of industries including manufacturing, residential construction, oil and gas, power, telecommunications and information technology, banking, restaurant, and distribution. Valuation of carried interests represented a broad range of funds including generalist buyout, oil and gas, venture capital, real estate, emerging markets, and infrastructure, among others, ranging in size from under $1 billion in capital to $15 billion in capital.
