I offer an independent perspective as well as insightful, value-enhancing and realistic solutions in all situations for my clients.
Aaron provides valuations and market insights to clients that hold complex financial instruments with a focus on structured credit and complex assets. He works closely with institutional money managers, hedge funds, insurance companies, consulting firms and law firms.
Aaron has more than 20 years of experience in financial markets and specializes in the structured products industry. He is a trusted advisor and has counseled clients on a wide variety of valuation matters.
Prior to joining Lincoln, Aaron was a Director at Kroll providing valuation services in the financial instruments and technology group. Before that, Aaron spent two decades in portfolio management and trading. This included 10 years on buy-side advisory with BlackRock and Bluemountain Capital and 10 years on broker dealer trading desks such as Cantor Fitzgerald and Gleacher.
Aaron has a Master of Science in financial engineering from Columbia University and a Bachelor of Science in industrial engineering from the University of Rhode Island.
Recent Transactions in Valuations & Opinions
Lincoln International advised Atlantic Street Capital on a single asset continuation vehicle transaction involving Zips Car Wash
Lincoln International advised Waud Capital on a single asset continuation vehicle transaction involving Ivy Rehab Network
Lincoln International advised CCMP Capital on a multi-asset continuation vehicle involving BGIS and Truck Hero
Lincoln International has advised Adit EdTech on its agreement to merge with GRIID
Lincoln International advised B Capital Group on a continuation vehicle transaction
Lincoln International is pleased to announce that it rendered a fairness opinion to Luminate Capital in connection with this transaction
Lincoln International is pleased to announce that it rendered a fairness opinion in connection with this transaction
Lincoln International advised on the leveraged dividend recapitalization of Cotton Holdings a portfolio company of Sun Capital Partners