Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Study Group: LBO and M&A Accounting & Tax Consultants

Council Members in this Study Group: 365

This study group may include chief financial officers, chartered public accountants, controllers, and consultants knowledgeable on topics such as finance, taxation, auditing, forensic accounting and fraud, financial accounting and reporting, bankruptcy, pension benefits, cash flow, company valuation, working capital, hedge accounting, and mergers and acquisition, among others.

Contact Gerson Lehrman Group to survey or consult with members of this Study Group

Leading institutions connect with members of this Study Group through GLG

Leading Experts in this Study Group

Patrick Young, Founder and Chairman, Derivatives VisionPatrick Young

Founder and Chairman
Derivatives Vision
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Patrick Young is the Founder and Chairman of Derivatives Vision, a securities exchange advisory and media company. Mr. Young has over 22 years experience in securities exchanges focused on ETFs, hedge funds, single stock futures, stock exchange structures,...

Scott Carnahan, General Partner, Carnahan Black Pearl LPScott Carnahan

General Partner
Carnahan Black Pearl LP
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Scott Carnahan is Principal at Carnahan Black Pearl, an accounting consulting firm, and was previously a Partner in the Structured Finance Group and a National Director of Advisory Services with KPMG. Scott has more than 24 years of experience serving...

John Salomone

Managing Director
Structured Finance International, LLC
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

John Salomone is the Founder and Managing Director of Structured Finance International, Florida based boutique investment and merchant bank, specializing in all forms of asset and corporate finance, including equipment finance, trade and receivable finance,...

Nathaniel Finkin, Managing Partner and Principal, Finkin Capital AdvisorsNathaniel Finkin

Managing Partner and Principal
Finkin Capital Advisors
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Nathaniel Finkin is the Managing Partner and a Principal of Finkin Capital Advisors, a firm started in 2008 that provides consulting and advisory services in the areas of debt and equity arrangements, capital structure, cash flow management, efficiency,...

Richard Jennings

President
Realty Capital International LLC
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Richard Jennings is the President of Realty Capital International LLC. He is Lead Director of Alexandria Real Estate Equities, Inc and a Director of National Retail Properties, Inc. and a Director of Cogdell Spencer, Inc. Mr. Jennings has raised over...

View all Leading Experts in this Study Group

GLG NewsSM Analyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Not All Real Estate Is the Same - 4 Different Issues

November 9, 2009

Handling real estate loans will be a tough act | www.dallasnews.com

Real estate financing and refinancing poses 4 different levels of risk for lenders and owners, based on the project life cycle and its financing and overall structure. Broad statements about the looming problems are just that "broad statements" Real estate market participants must look at each transaction within the context of the 4 kinds of Real Estate Finance Structures, if they want to properly assess financing and refinancing values, issues and risk.

UK banking landscape presents potential for new competitors

September 21, 2009

State Bank of India open to acquisitions in UK | www.reuters.com

The large scale nationalization of the UK banking system leaves open the possibility for new players to enter the marketplace and compete.  While American banks are still struggling en masse with capital issues, many foreign banks are not facing those same issues, and are likely to consider the UK for expansion opportunities.

Higher defaults in a CRE book don't necessarily translate to more losses

September 16, 2009

Wells Fargo, Fifth Third Add to Predictions of Higher Defaults | www.bloomberg.com

One of the most compelling contrasts between the 2007-08 (and still ongoing) meltdown in the residential housing market, vs. the forecast bubble-burst in commercial real estate for 2009-10, is the methodology banks and lenders use to forecast losses.  This contrast will definitely lend itself to more transparency and clarity with this current lending crisis vs. the previous residential and consumer meltdown. 

Capital One will be pressured along several fronts in 2009

June 11, 2009

Capital One Looks to Adapt to Credit Card Laws | www.washingtonpost.com

1) The CARD act of 2009 will impair fee collection, and absent a new drive to assess annual fees to their better clients it will be challenging if not impossible to recoup those fees. 2) Capital One will be dealing with rising unemployment, which has and will continue to correlate directly to higher delinquency and higher charge offs 3) The response to these events from a risk management perspective will inhibit asset growth and thus compound the earnings issue

Pensions are a dying breed

April 22, 2009

Employers to close more pension schemes as funding shortfall hits record | www.telegraph.co.uk

1) The nature of the employment landscape has so fundamentally changed over the last 30 years that the retirement vehicles put into place to help employees are nearly obsolete. 2) Pensions, in addition to their nearing obsolecence, are becoming significant liabilities for firms, who are struggling with record violatility in the value of their pension funds 3) Firms are finding and utilizing alternative solutions to provide employees with enhanced retirement benefits

View All GLG News by members of this Study Group

Members in this Study Group include these company types:

  • Boutique Investment Bank
  • Middle-Market Investment Bank
  • Consulting Firm
  • Bulge-Bracket Investment Bank
  • Independent Consulting Firm

Members in this Study Group often have these job titles:

  • Managing Director
  • Director
  • Chief Executive Officer
  • Principal
  • President
  • Consultant
  • Partner

GLG Live Meetings with this Study Group's Leading Experts (?)

November 19, 2009 | New York

Fundamental: Valuation Nuances - Technical Aspects, Clarifications and Exceptions (New York)

September 22, 2009 | Boston

Seminar: Securities Exchanges - Re-Regulation, New Entrants, and New Dynamics (Boston)

May 19, 2009 | San Francisco

GLG Seminar: (SF) Securities Accounting and Valuation Changes

GLG Webcasts & Teleconferences

Leading Experts in LBO and M&A Accounting & Tax Consultants have not participated in any GLG webcasts.

View All GLG Webcasts & Teleconferences in Accounting & Financial Analysis