Jesse Ultz is a Managing Director in the Valuation Advisory group. He has extensive experience in the field of valuation, litigation and related expert testimony, and mergers & acquisitions.
Jesse’s valuation advisory experience encompasses a broad range of industries and has been performed for numerous purposes including fairness and solvency opinions, purchase and sale advisement, estate and gift taxation, Employee Stock Ownership Plans, Subchapter C to Subchapter S conversions, equity compensation, valuation discount opinions, financial reporting, and other corporate, tax, and shareholder planning. He specializes in valuation in a litigation setting; his related experience includes shareholder disputes, fraudulent conveyance matters, transaction disputes, bankruptcy related valuation litigation, and other litigation involving complex valuation issues. Jesse’s experience spans a diverse client base, from regional middle-market businesses to multi-billion-dollar enterprises, private equity funds and hedge funds, law firms, accounting firms, and financial institutions.