
Chase Hoover
CFA
Managing Director
ESOP Valuation
Investment Banking
Santa Ana
Background
Chase Hoover is a Managing Director with Acuity Advisors, a Marshall & Stevens company.
Mr. Hoover is principally responsible for project leadership and execution on mergers & acquisitions, ESOP transactions, ESOP valuations, and other valuation advisory engagements and transactional mandates. He works closely with business owners, executives, trustees, and other adjacent professionals in the structuring and negotiation of complex transactions, and the delivery of comprehensive transaction opinions.
Mr. Hoover earned his BS in Business Administration with a concentration in Finance and a minor in Economics from Chapman University, where he graduated magna cum laude.
Professional Highlights
- CFA Institute and the CFA Society of Orange County
- The ESOP Association, Member of the Advisory Committee on Finance Issues
- National Center for Employee Ownership
- Acuity Advisors
July 2015-present
‣ Managing Director, 2022-present
‣ Vice President, 2019-2022
‣ Manager, 2017-2019
‣ Senior Analyst, 2016-2017
‣ Analyst, 2015-2016 - KPP Financial Inc.
Market Research Intern, 2015 - Hamilton Lane (fka. 361 Capital)
Analyst Intern, 2013 - BOK Financial (fka. CoBiz Financial)
Wealth Management Intern, 2012