AT A GLANCE
Clients value Bryan’s experience and insights relating to valuations, valuation policy and value creation/attribution surrounding transactions, financial and tax compliance and strategic alternatives analysis. Bryan is known as a creative problem solver, with a design thinking perspective when advising clients the upstream and downstream implications of the valuation assignment.
Prior to joining Kroll, Bryan served as Valuation Principal at Ernst & Young for 12 years. Before that, he was a Valuation Services Director at Kroll (formerly Duff & Phelps) for seven years and was a sell-side equity research analyst covering a wide array of manufacturing and consumer sectors. Bryan’s expertise lies in financial and tax reporting compliance valuations, valuation policy and governance, loan portfolio credit modeling and valuation, data management and dynamic dashboards, valuation operating model design, tax receivable agreements and hot assets valuations for partnership interest sales.
Bryan led valuation services on transformative deals for global financial services clients for over 20 years, known as the go-to valuation professional for complex deals. He is known for identifying hidden and highly relevant accounting and tax interactions within valuation, resulting in improved understanding of transaction economics. He engineered the first aggregated PPP loan valuation dataset and transaction modeling tool, contributing to more than $10 million in outsourcing revenue from banks evaluating PPP loan portfolio decisions. During the COVID-era, Bryan launched a valuation intelligence forum for heads of valuation at leading alternative asset managers. Supported by proprietary market dashboards, the initiative doubled practice revenue and deepened strategic relationship between the valuation consultant and client. He also built a capital allocation and total shareholder return analytics tool and a framework to assess the action required to double or triple equity value. In addition, he led valuation and three-statement financial modeling to support a wealth management client’s vision to double enterprise value through pursuit of strategic alternatives.
His expertise has been featured in CFO Dive magazine, namely, “Unlocking the strategic value of third-party valuations”, December 2021 and “How CFOs can recognize the true value of digital investments”, July 2023.
Bryan holds a Master of Business Administration degree from Boston University and a Bachelor of Science degree in finance and decisions sciences from Miami University (Oxford, Ohio). He holds Chartered Financial Analyst designation and is a member of New York Security Analysts Society.
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Valuation Services
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