Jason Wainwright

CFA, ABD

Director

Financial Valuation

Transaction Advisory

[email protected]

Background

Jason Wainwright is a Director with ValueScope, a Marshall & Stevens company. He works primarily in financial valuation.

Mr. Wainwright has worked on and managed numerous business valuations and projects for firms spanning multiple industries, including energy, defense, consumer products, professional services, and healthcare. These projects have included financial modeling and Monte Carlo simulation, analysis of distressed debt investments, business appraisals, valuation of complex securities, litigation support, statistical and econometric forecasting and analysis, and corporate consulting projects including strategy, value enhancement, and capital structure optimization.

Mr. Wainwright’s prior industry experience includes serving as a senior analyst for one of the nation’s leading aerospace and technology companies, Lockheed Martin, where he held key positions in both the finance and strategy departments. His work there included the qualification and analysis of merger and acquisition candidates as well as assessing new business opportunities in the energy market. Additionally, he supported the development of the organization’s annual strategic plan and market forecast and conducted competitive intelligence research. Prior to Lockheed Martin, Mr. Wainwright was a contributing author and editor at Kaplan Schweser, a global education company focused on preparing professionals for financial designations. He has authored content related to quantitative financial analysis, asset management, financial risk management, alternative investment analysis, securities analysis, and valuation.

Mr. Wainwright is recognized in the areas of new business analysis and strategic planning. His strengths include deep insight into investment opportunities and the preparation of investment analyses and recommendations.

Professional Highlights

  • CFA Institute
  • CFA Society of Dallas-Fort Worth 
  • ValueScope, Inc.
    2014-present
      ‣ Director, 2022-present 
      ‣ Senior Manager, 2015-2022
      ‣ Manager, 2015
      ‣ Senior Associate, 2014-2015
  • Lockheed Martin Missiles and Fire Control
    2011-2014
      ‣ Strategic Senior Planning Analyst, 2013-2014
      ‣ Senior Financial Analyst, 2011-2013
  • Kaplan Schweser 
    Content Specialist, 2008-2011
  • Lockheed Martin Missiles and Fire Control
    Contracts Negotiator, 2005-2008
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