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Senior Valuation Associate

Location:
Chicago, IL, 60647
Salary:
90k + Incentive Based Bonus
Posted:
January 29, 2018

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Resume:

Ian R. Long

**** *. ********* ***, *** *S

Chicago, IL 60647

ac38vm@r.postjobfree.com

630-***-****

Professional Experience

Mazars USA LLP Chicago, IL March 2016 – Present

Senior Associate Role Summary:

Prepare valuation reports for corporate planning, estate & gift tax, shareholder disputes, and pre-acquisition consulting for small to middle market private companies with EBITDA ranging from $1.0 to $25.0 million.

Model and analyze internal financials, forecasted free cash flows, and prepared DCF analysis.

Assess guideline public comps and transaction multiples, company specific risks, and optimal capital structures.

Apply appropriate discounts for lack of marketability based on numerous factors.

Perform sensitivity testing around key valuation assumptions.

Benchmark fundamental analysis against selected guideline public and private companies. Analyze current and expected industry market conditions. Participate in C-Suite management interviews. Deal Summary:

Performed a valuation for potential a strategic stock acquisition of an education tech company with $11.0 million in EBITDA in the for-profit post-secondary education industry.

Performed an ESOP valuation to determine the value of the issued options for a healthcare SaaS company with

$8.0 million in EBITDA.

Provided valuation report for potential settlement of a shareholder dispute between 50/50 partners for a highly levered domestic natural grain and dried food wholesaling company with $5.0 million in EBITDA.

Structured a minority stock purchase by key employees for a family office with $2.4 billion in AUM.

Provided valuation report for gift tax purposes of a minority interest in a national industrial laundry and linen supply company with $25.0 million in EBITDA.

FV & FMV Valuation, Inc. Chicago, IL June 2014 – February 2016 Analyst Role Summary:

Prepared Goodwill impairment analyses, ESOP, estate & gift valuation and purchase price allocations of various intangible assets.

Created valuation reports for private and public companies with EBITDA ranging from $10.0 to $850.0 million.

Performed pre-deal intangible asset valuation for a public client to estimate the identified intangible asset and goodwill values for a multi-billion dollar acquisition.

Built a multiple-tier waterfall model using the option pricing method.

Developed Monte Carlo simulation models using @Risk in Excel for market condition ESOP pricing and contingent considerations.

Certification

Passed CFA Level III 2017

Education

Northern Illinois University College of Business, DeKalb, IL May 2014 B.S. Finance, Minor Economics Major GPA 3.5

Extracurricular

Financial Management Association (FMA) - President December 2013 - May 2014 CFA Sell-Side Research Challenge Local Finalist January 2014 Financial Management Association (FMA) – Vice President September 2013 – December 2013



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