T.J. Hope 拥有 20 多年为多个行业和多种目的提供广泛估值建议的经验。

此外,T. J. 还完成了许多交易意见,包括为并购、资本重组、关联方交易和其他交易类型提供公允意见和偿付能力意见。

T.J. 的专业经验还包括在中间市场私募股权基金 Blue Point Capital Partners 的任职经历,在该公司,他积累了大量重要的投资经验。 他的职责包括财务建模;为收购筹集资金;交易的法律文件;对目标公司进行业务、市场和行业尽职调查;以及投资组合公司执行管理层在收购、再融资和战略规划方面的支持。

选择出版物

  • Deal Points: The Newsletter of the American Bar Association’s Committee on Mergers and Acquisitions, Winter 2011

    SV Investment Partners, LLC v. ThoughtWorks, Inc.: Surplus and Solvency in the Delaware Courts

选择演示文稿和演讲

  • XPX CT: Business Valuations January 2016

    Business Valuations- What is the Business Really Worth?
  • Exit Planning Exchange - Connecticut Chapter September 2014

    Getting More and Keeping More: Using ESOPs to Facilitate Business Succession and Estate Planning
  • Estate Planning Council of Lower Fairfield County Connecticut February 2013

    Hot Topic Valuation Issues Targeted by the Service in Estate & Gift Tax Disputes
  • National Association of Corporate Directors - Connecticut Chapter December 2011

    The Role of the Board in Mergers & Acquisitions
  • Mid-Hudson Chapter of the New York State Society of CPAs May 2011

    Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries
  • Professional seminar presented by Bernstein Global Wealth Management, Bryan Cave LLP, and Stout May 2011

    Selling a Business: Getting What You Need
  • Trust and Estate Administration Committee of the New York State Society of CPAs June 2011

    Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries
  • Trust and Estate Administration Committee of the New York State Society of CPAs January 2011

    How to Review a Valuation Report
  • New York City Estate Planning Council Brown Bag Breakfast Program October 2009

    Current Valuation Complexities, Conundrums, Confusion, and Court Cases
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