Last active: 2 days ago
Hello, I am Matthew Berger. I have a strong background in finance having graduated with a Master's degree in Business Administration with a concentration in finance, and a Bachelor's degree in Business Administration. I also have over nine years of relevant financial work experience with two years involved in the public sector working for a large bank and seven years in the private sector working for a small equity valuation and advisory firm. I am proficient in valuing closely held and limited market equity interests in entities of varying sizes, industries, and geographic locations. Engagements are typically for purposes associated with corporate planning, estate taxes, gifts of stock or equity interests and succession planning, sale and/or acquisition, profit sharing plan transactions, buy-sell agreements and litigated matters. I have a deep understanding of complex financial modeling, including discounted cash flow, real option modeling, probability weighted expected return modeling, monte carlo simulations, and lattice modeling. I have also written hundreds of valuation reports and performed a multitude of execution advisory services including project coordination/management, client management, financial valuation analysis, due diligence, drafting memorandums, and preparing and delivering management presentations.