Image of John Agogliati, CFA, ASA smiling.

John Agogliati, CFA, ASA

Senior Managing Director & Leader

Transaction Advisory Services, LLC

Dispute Resolution & Litigation Support

New York

212.575.3114

[email protected]

Background

John Agogliati is Senior Managing Director and Leader for Marshall & Stevens Transaction Advisory Services, LLC providing Dispute Resolution & Litigation Support, Fairness Opinions & Solvency Opinions.

Mr. Agogliati has been in the financial valuation industry since 1998. He performs valuation analyses of closely held companies, financial instruments, derivatives, and complex assets for transactions, litigation, estate and gift tax planning and reporting, and financial reporting purposes in a variety of industries. He leads Fairness Opinion and Solvency Opinion assignments.

Mr. Agogliati serves as a valuation consultant and as an expert witness in matters such as business interruption, breach of contract, product liability, shareholder oppression, legal malpractice, and accountant malpractice, among others for matters that have come before bench trials, jury trials and panel arbitrations. 

Prior to joining Marshall & Stevens in 2017, Mr. Agogliati worked in the valuation practice of multiple accounting firms including Deloitte, LLP. Mr. Agogliati earned a Master of Business Administration degree in Finance and a Bachelor of Science in Chemical Engineering with a minor in Economics from Lehigh University.  He is a Chartered Financial Analyst (CFA®) Charterholder and an Accredited Senior Appraiser (“ASA”) in business valuation.   He is a member of the CFA Institute, the New York Society of Security Analysts and the American Society of Appraisers.

Professional Highlights

  • Member, CFA Institute
  • Member, New York Society of Security Analysts
  • Member, American Society of Appraisers
  • Marshall & Stevens, Inc.
    Senior Managing Director, 2017-present
  • Anchin, Block & Anchin LLP
    Senior Consultant, 2017
  • Berdon LLP
    Principal – Litigation, Valuation and Dispute Resolution Group, 2004-2017
  • Deloitte & Touche
    Manager, 1998-2004
  • Fuss & O’Neill
    Chemical Engineer, 1995-1996
  • Ogden Martin Systems
    Chemical Engineer, 1994-1995
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