Mike Perez

ASA, ABV

Director

ESOP Valuation

Investment Banking

Santa Ana

714.380.3304

[email protected]

Background

Mike Perez is a Director with Acuity Advisors, a Marshall & Stevens company.

With nearly 15 years of financial consulting experience, Mr. Perez is a strategy and execution leader on valuation and investment banking mandates. He works closely with company founders, private equity-owned portfolio companies, and executives at publicly traded companies in the technology, media and telecommunications, healthcare, semiconductors, industrials, food and retail, aerospace, and professional services industries.

His expertise includes valuations for ESOPs, financial and tax reporting, litigation support (where he has testified as an expert witness), and mergers and acquisitions. Most recently, he led the sale of an industrial distributor to an NYSE-listed company.

As a U.S. military veteran, Mr. Perez served in combat with the 25th Infantry Division during Operation Enduring Freedom in Afghanistan.

He earned his BS in Finance from California State Polytechnic University, Pomona.

Professional Highlights

  • American Society of Appraisers (ASA)
  • American Institute of Certified Public Accountants (AICPA)
  • The ESOP Association
  • Association for Corporate Growth
  • Acuity Advisors
    Director, 2020-present
  • Houlihan Lokey
    Vice President, 2018-2020
  • Grant Thornton LLP (US)
    Manager – Transaction Services, 2016-2018
  • Acuity Advisors (fka. Strategic Equity Group)
    Manager, 2010-2016
  • US Army
    25th Infantry Division – Hawaii, 2000-2005
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