Michael Lovett, ASA

Director

ESOP Valuation

Investment Banking

Santa Ana

714.380.3306

[email protected]

Background

Michael Lovett is a Director with Acuity Advisors, a Marshall & Stevens company.

Mr. Lovett works with clients and their advisors to bring about successful results on mergers & acquisitions, Employee Stock Ownership Plan (ESOP) transactions, and other investment banking and valuation advisory assignments.

He has worked with and understands the needs of companies across a broad range of sizes and industries, with particular experience serving architecture & engineering, construction, transportation & logistics, distribution, and manufacturing clients.

Mr. Lovett’s clients rely on his guidance in producing financial opinions addressing the value of common and preferred stock, various debt securities, intangible assets of all types, and the fairness of certain transactions.

Mr. Lovett frequently speaks on a broad range of valuation topics at industry conferences and events, and he is a member of the ESOP Association’s Advisory Committee on Valuation.

Mr. Lovett earned his BS in Business Administration, with a concentration in Finance, Real Estate & Law and a minor in Economics from Cal Poly Pomona.

Professional Highlights

  • The ESOP Association
  • American Society of Appraisers
  • National Center for Employee Ownership
  • Acuity Advisors
    Director, 2014-present
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