Within financial and tax reporting compliance, Lee assists clients with valuations related to purchase price allocation, impairment testing, share-based compensation and other requirements.
Lee specializes in the energy infrastructure sector, focusing on renewable and conventional electric power generation; regulated electric, gas and water utilities; district energy services; clean energy technology and services; energy marketing and trading; midstream and downstream energy operations; and industrial metals and mining. His experience in the power industry includes valuation for utility and distributed solar, wind, hydro, coal, diesel/oil, energy-from-waste, natural gas and nuclear generation facilities.
Lee has significant expertise building complex business enterprise, equity, and various tangible and intangible asset valuation models. His intangible asset valuation projects include working on power purchase and tolling agreements, fuel supply and transport agreements, leaseholds, customer contracts and relationships, technologies, trade names and environmental credits.
Lee received a B.A. in economics and a B.S. in finance from Saint Joseph’s University, where he graduated with the highest distinction. He is a Chartered Financial Analyst (CFA) charter holder and a member of the CFA Institute.