Trevor O’Shea, CPA, CFA

Manager

Rochester

Trevor has led numerous valuation engagements while supporting estate and gift tax planning, employee stock ownership plans, corporate transactions, financial reporting, and broader strategic planning initiatives. He is well-versed in valuing investment holding companies and various classes of interests along the hedge fund and private equity fund spectrums. He has prepared a wide variety of closely held business valuations for operating companies across many industries. He also has experience in valuing derivative instruments and equity and debt interests within complex capital structures.

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