Michael’s grit and attention to detail have been critical in successfully executing ESOP transactions, rendering fairness opinions, performing annual ESOP valuations, and providing other investment banking and valuation advisory services. His colleagues and clients rely on his detailed and thoughtful approach to every engagement and his determination to exceed expectations and provide unmatched support and service.
Michael is responsible for performing in-depth financial, economic, and industry analysis and has worked with companies spanning a broad range of industries including construction and engineering, retail, manufacturing, distribution and business services.
Prior to joining Acuity, Michael worked as an analyst and underwriter in the specialty finance division of a federally chartered bank in San Diego.
Licensing and Credentials
- Chartered Financial Analyst (CFA)
- B.S., Finance, San Diego State University
- CFA Institute
- CFA Society of Orange County
- ESOP Association