Lincoln International adds William Epstein as Managing Director

Lincoln International, a global investment banking advisory firm, is pleased to announce that William Epstein has joined as a Managing Director in the firm’s Valuations & Opinions Group in Los Angeles.

William will provide fairness and solvency opinion advisory services to clients in connection with a wide array of transactions including mergers and acquisitions, distressed financings, continuation vehicles, leveraged buyouts, dividend recapitalizations and spinoffs.

“Our transaction opinions practice is very active and growing at a remarkable rate, and adding William will reinforce our momentum, particularly on the West Coast,” Ron Kahn, Managing Director and co-head of Lincoln’s Valuations & Opinions Group, commented. “William is a statesman of this industry, and his expertise will enhance our activity around public company, board and special committee assignments as well as private equity affiliate party fairness opinion assignments.”

Chris Gregory, Managing Director and head of Lincoln’s transaction opinions team, added, “William will be instrumental in the continued growth Lincoln has experienced in providing fairness opinions in connection with GP-led continuation vehicle transactions.”

Lincoln’s global Valuations and Opinions Group has grown more than 30% since 2022 by deepening its expertise and expanding its breadth of services provided to the private capital markets. The team has 13 Managing Directors in the Americas, Asia and Europe and more than 150 professionals globally.

Prior to joining Lincoln, William was a Managing Director at Berkeley Research Group where he provided financial advisory services to boards of directors, special committees, private equity groups, hedge funds and public and private companies. Previously, he was an Executive Director at Capstone Advisory Group.

“I am thrilled to join Lincoln at a time when the transaction opinions practice is experiencing great success,” William said. “I look forward to collaborating with the team of high-caliber professionals and delivering advice and opinions to our clients to improve their decision making and help them meet their strategic objectives.”


  • Joins the transaction opinions team of the firm’s Global Valuations & Opinions Group


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