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 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.
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.
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.
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
News & Media featuring William Epstein
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… Read More