I enjoy sharing insights about market and valuation trends with my clients, while also leading a differentiated and high-touch process.
Brian provides valuation and transaction opinion services to public and private investment funds. He works with private equity institutions, hedge funds, credit opportunity funds, business development companies, pension funds and mutual funds to value illiquid assets for fair value accounting purposes. He specializes in estimating the fair value of a range of financial instruments, including both senior, unitranche and subordinated loans, as well as preferred equity, common equity, option and warrant positions. Brian also has performed independent valuations on behalf of his clients for both financial and tax reporting purposes, including valuations in connection with stock-based compensation, goodwill impairment testing and purchase price allocations.
Brian stays abreast of changing industry dynamics and how those factors impact valuations. He applies in-depth industry expertise and transaction experience to produce accurate and unbiased valuations for his clients. Brian has broad experience across a variety of industries, including healthcare, consumer, manufacturing and technology.
Prior to joining Lincoln, Brian spent more than six years at Duff & Phelps, LLC, where he advised a wide range of alternative asset managers.
Brian earned a Bachelor of Science from Pennsylvania State University. He is a chartered financial analyst and an accredited senior appraiser.
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