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 Bridge Investment Group on completing a multi-asset continuation vehicle transaction involving multi-family residential assets and an office asset
Lincoln International advised Frontenac on completing a single asset continuation vehicle transaction involving Motion & Control Enterprises
Lincoln International advised Calera Capital on completing a single asset continuation vehicle transaction involving ImageFIRST
Lincoln International advised Frazier Lifesciences Acquisition Corporation on merger with NewAmsterdam Pharma Holding
Lincoln International advised Innovative International Acquisition Corp on its merger with Zoomcar
Lincoln International advised Crafty Apes, a portfolio company of Gemspring Capital, on its leveraged dividend recapitalization