Transaction Advisory Services

Background

Martin Hanan is the Founder and President of ValueScope, a Marshall & Stevens company. He works primarily in transaction advisory and financial valuation.

Having almost 40 years of business valuation, transaction and business economics consulting experience and having created two industry-leading firms, Mr. Hanan has managed hundreds of engagements for other professional advisors, and government and corporate clients in a wide array of industries.

Mr. Hanan’s expertise includes the valuation of closely held business interests, financial derivatives, and intellectual property; governance issues including executive compensation; and financial and tax reporting issues including transfer pricing, transactional assistance and methods designed to accelerate corporate cash flow and value.

Mr. Hanan’s strengths include deep insight into econometrics, theory and methodology, business appraisal, and empirical analysis. He is highly analytical, quantitative and creative, and utilizes these skills in assignments ranging from value measurement to value harvesting to expert testimony.

Professional Highlights

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

Background

Chase Hoover is a Managing Director with Acuity Advisors, a Marshall & Stevens company.

Mr. Hoover is principally responsible for project leadership and execution on mergers & acquisitions, ESOP transactions, ESOP valuations, and other valuation advisory engagements and transactional mandates. He works closely with business owners, executives, trustees, and other adjacent professionals in the structuring and negotiation of complex transactions, and the delivery of comprehensive transaction opinions.

Mr. Hoover earned his BS in Business Administration with a concentration in Finance and a minor in Economics from Chapman University, where he graduated magna cum laude.

Professional Highlights

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Background

Chris Kramer is a Managing Director with Acuity Advisors, a Marshall & Stevens company. He works primarily with business owners seeking to bring about ownership transition or otherwise monetize the value of their company.

Mr. Kramer joined Acuity Advisors in 1995. His clients and referral partners rely on him and his team for ESOP transactions, mergers and acquisitions, valuation opinions for ownership transfers, and more.

Across numerous industries and complex capital structures, Mr. Kramer has rendered opinions in matters involving common and preferred stock, various debt securities, intangible assets of all types, the fairness of certain transactions, and the value of a wide variety of non-traditional types of assets.

As an investment banker, Mr. Kramer has sold companies to strategic buyers, private equity funds, management teams, employees, and family members.

Mr. Kramer earned an MBA in Finance from the University of Southern California, and a BS in Finance from California State University, Northridge.

Professional Highlights

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Background

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

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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

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