Simon Koo, CFA


Financial Valuation & Consulting

New York


[email protected]


Simon Koo is a Director in the Financial Valuation and Consulting Practice of Marshall & Stevens Incorporated.

Mr. Koo provides Fairness Opinions and Solvency Opinions for public and private company transactions. He performs valuations of closely held businesses, portfolio companies of private equity and business development companies, as well as intellectual property and other intangible assets, and complex securities, including debt, preferred stock, options and warrants, and contingent consideration using Monte Carlo Simulation and Option Pricing Model methodologies.

He serves clients in a variety of industries including technology, media, pharmaceutical and life sciences, health services, industrial products, retail and consumer products, and food and beverage industries. Engagements are typically provided to assist clients with buy/sell consideration, financing and recapitalization, financial reporting, tax planning and reporting, and matters of dispute.

Mr. Koo joined Marshall & Stevens in 2019. Prior to Marshall & Stevens, he worked in the valuation practice of PWC, Grant Thornton, and RSM.

Professional Highlights

  • Member, CFA Institute
  • Marshall & Stevens, Inc.
    Director, Financial Valuation & Consulting, 2019-present
    Supervisor, 2018-2019
  • PwC
    Valuation - Senior Associate, 2016-2018
  • Grant Thornton LLP
    Valuation Associate / Senior Associate / Manager, 2011-2016
  • Ardour Capital Investments
    Equity Research Associate - Intern, 2010-2011

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