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James H. Connors, III, CFA
Managing Director
James has an eye for detail and a passion for research. He has performed
complex valuations for fairness opinions, purchase price allocations,
goodwill impairment, estate, gift and income tax purposes, mergers
and acquisitions, and ESOPs. Prior to joining Quist, James was a
founding partner of IBIS Associates, a strategic planning firm providing
competitive intelligence and market analysis to Fortune 500 corporations.
Experience
- Columbia Equity Partners,
Associate (Denver, CO). Denver representative for this
Seattle-based private equity investment firm focused on emerging
and middle-market companies. Sold $35 million revenues manufacturing
company to strategic buyer. Identified and analyzed early-stage
investment opportunities in the information technology sector.
- IBIS Associates, Inc.,
Founding Partner (Los Angeles, CA and Denver, CO). Managed
strategic planning consulting firm providing competitive intelligence
and market analysis to Fortune 500 clients for competitor analysis,
acquisition analysis/due diligence and market entry feasibility.
- Harlan Brown & Company. Inc.,
Business Analyst to Senior Project Manager (McLean, VA).
Performed in-depth company, marketing and industry analysis and
strategy formulation.
Valuation and Industry Analysis Results
- Managed over 100 valuation engagements for public and privately
held companies in a number of industries including Internet services,
software, aviation services, telecommunications, consumer products,
business services, manufacturing, distribution and construction
industries.
- Completed over 400 competitive and market analysis projects
for operating units of Fortune 500 companies in diverse industries
including financial services, medical products, insurance, computer
hardware, automotive, chemicals, aerospace, telecommunications,
electronics and food products.
Accreditation and Education
- Chartered Financial Analyst
- University of Colorado, Denver, MBA, Finance,
Beta Gamma Sigma
- University of Virginia, BA, Economics
Professional Affiliations
- Association for Investment Management and Research/Denver
Society of Securities Analysts member
- American Society of Appraisers member
- American Bankruptcy Institute member
Public Engagements
- “Your Equity Interest, Legal, Valuation
and Tax Issues,” Colorado Springs Business Symposium, October
23, 2003
Contact: connors@quistvaluation.com
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