Overview
With over seven years of experience in valuation services, Jonathan possesses a strong foundation in quantitative analysis and a concentration in complex financial instruments. Jonathan provides services to both corporate clients and private equity sponsors or portfolio companies. For corporate clients, he addresses ongoing valuation reporting needs related to ASC 718 and ASC 820. Private equity clients engage him for valuations concerning incentive units and earnouts.
Experience
He serves as the primary point of contact for senior client stakeholders and guides the overall direction of the engagement, assuring alignment with client goals and Aprio’s standards. Jonathan specializes in the valuation of a wide range of complex financial instruments, including derivatives, structured products, and stock-based compensation. He has extensive experience in applying sophisticated valuation methodologies, such as Monte Carlo simulations, to model the behavior of financial instruments under a path-dependent framework.
Prior to his current role at Aprio, he served as a Director at Alvarez and Marsal Valuation Services practice in Houston where he led a variety of valuation engagements, including those governed by ASC 805 (Business Combinations), ASC 718 (Compensation – Stock Compensation), and other relevant accounting standards. He has delivered valuations for a wide range of clients, including private equity firms, energy clients, and Fortune 500 companies.
Education & Affiliations
Jonathan earned a Bachelor’s Degree in Mathematics from Baylor University in Waco, TX.