William Epstein

Individual board members have different levels of sophistication and I find it my obligation to distill the financial information in sometimes complicated, bet-the-firm transactions into easy to understand presentations.

William provides fairness and solvency opinion advisory services in connection with many types of transactions including mergers and acquisitions, distressed financings, dividend recapitalizations, continuation vehicles, leveraged buyouts and spinoffs.

Leveraging his more than three decades of deep industry experience, William uses a proactive, client-centric approach to deliver high-quality, pertinent analysis and tailored advice that meets their strategic objectives. He has executed on more than 350 transaction opinions on behalf of boards of directors, special committees, private equity groups, hedge funds and public and private companies.

Prior to joining Lincoln, William spent 13 years with Berkeley Research Group where he led the valuation team and more than 16 years with Houlihan Lokey as Southwest Director of Houlihan’s fairness and solvency practice and a member of the National Transactions Review Committee.

William earned a Master of Business Administration from the University of Virginia Darden School of Business and a Bachelor of Science from the University of Southern California. He is also a member of the Mergers and Acquisitions and Private Equity and Venture Capital committees of the American Bar Association.