Teams at Berkeley Research Group

Lead and perform company and complex securities valuations: build detailed financial models, analyze historical and projected financials, manage junior staff, use Excel and platforms (Capital IQ, Bloomberg), apply option-pricing/Monte Carlo techniques, produce client-ready reports, meet deadlines, and support business development.

Perform company and complex-security valuations through detailed financial modeling and data analysis. Lead and mentor junior staff, manage large data sets in Excel, use Capital IQ and Bloomberg, prepare client-ready valuation deliverables, and communicate findings. Participate in business development and practice growth.

Lead and deliver valuation engagements by building detailed financial models, analyzing historical and projected financials, directing and mentoring junior staff, using Excel and market data platforms, preparing client-ready valuation analyses and reports, and supporting business development and client presentations.