Mr. Smith is a seasoned management professional with a demonstrated history of performance and results in the financial services industry. He has a highly successful track record in establishing and growing transactions services practices on both a regional and national basis. Mr. Smith has over 20 years of experience in managing a broad array of financial advisory projects, including transaction advisory, fairness/solvency opinions, and valuations, establishing an exceptional reputation with both clients and referral sources. He has worked with companies in many industries, including healthcare,technology, manufacturing, financial services, mediaand entertainment and transportation.
Prior to joining CBIZ Valuation Group, Mr. Smith was a Managing Director with HCG Software, LLC. He spent a large portion of his career at Houlihan Lokey as a Managing Director in charge of the Southeast region, and Co-Head of the firm’s International Tax and Financial Reporting practice. Before Houlihan Lokey, Mr. Smith held management positions with both KPMG and Ernst & Young.
Mr. Smith is a graduate of the University of North Carolina – Chapel Hill with a Bachelor of Arts degree in Economics. He holds a Master of Business Administration with Distinction from Cornell University.