Mr. Katz provides valuation advisory services related to mergers and acquisitions, corporate reorganizations, business enterprise and intangible asset valuations, and strategic management consulting. Mr. Katz has a broad range of experience including: fairness opinions in support of pending transactions to satisfy the fiduciary obligations of key business decision makers; solvency opinions supporting recapitalizations, restructuring, strategic mergers and leveraged transactions; valuations of technology, healthcare, life sciences, information and communication business interests for mergers, acquisitions, dispositions and corporate restructurings; analysis and valuation of emerging technologies and in-process research and development in the information, communication, healthcare and life science industries; valuation of intangible assets such as patents, trade names, trademarks, technical know-how, workforce-in-place, in-process research and development, technology, customer relationship, strategic agreements, franchise rights, content, and other intellectual property.
Mr. Katz has also provided business advisory services to several development stage companies, which included assisting management with the development of strategic business plans, as well as forecasting and analyzing business value drivers like sales growth, operating profits, working capital investment and fixed capital investment; buy- and sell-side assistance to numerous public and private companies involving deal pricing, deal structure, negotiation, and due diligence procedures on transactions; and valuation of preferred stock, options, convertible debt and other hybrid securities.
Prior to joining A&M, Mr. Katz was a Senior Director with Taylor Consulting Group, Inc. for over nine years. He joined Taylor Consulting Group from Deloitte & Touche, LLP, where he worked for 2 years, as a Senior Associate in the international tax practice. Mr. Katz began his financial career at Arthur Andersen, LLP as a tax associate.
Mr. Katz earned his MBA and Juris Doctor from Emory University and his bachelor’s from the University of South Florida. He is admitted to the State Bar of Georgia and the Florida State Bar. He is also a member of the American Society of Appraisers.