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Thomas D. Miller, CFA
Managing Director
Tom has performed hundreds of business and securities valuations
for financial reporting, corporate finance, tax purposes, intellectual
property, restricted stock and purchase price allocations. At previous
engagements, he managed $155 million in total equity assets and
fixed income and convertible portfolios worth $210 million. In addition,
Tom’s diverse experiences as a senior portfolio manager and
an equity analyst, specializing in IPOs, venture capital and international
business, adds a worldly perspective to the team.
Experience
- Thunderbird International Asset Management, Inc., Senior Portfolio
Manager. (Boulder, CO). Managed private family domestic and offshore
trusts. International and domestic equity analyst of publicly
traded companies. Effectuated dynamic hedge strategies on all
foreign currency denominated assets and derivative products. Actively
managed IPO portfolio, devoted specifically to domestic and international
new issues. Total equity assets under management was $155 million.
Fixed income and convertible portfolio assets totaled $210 million.
- Robert W. Baird & Company, Assistant Equity Portfolio Manager
and Research Associate. (Milwaukee, WI). Primary focus was on
IPO valuations, management interviews, buy/sell decisions and
portfolio management. Equity analysis included valuation of aggressive
growth and small capitalization securities. Total assets under
management were $350 million.
Valuation and Industry Analysis Results
- Participated in over 200 valuation engagements for public and
privately held companies in a number of industries including construction,
business services, manufacturing, medical devices, oil and gas,
software and telecommunications.
- Conducted intrinsic debt and equity valuations of more than
100 IPOs for purchase purposes in industries such as consumer
products, Internet services, retail distribution, software and
telecommunications.
Accreditation and Education
- Chartered Financial Analyst
- Thunderbird—American Graduate School of International
Management, MBA, Beta Gamma Sigma
- University of Wisconsin—Madison, BS, International Relations
and Economics
Memberships and Associations
- Association for Investment Management and Research member
- Denver Society of Securities Analysts member
- Swiss Society of Investment Professionals member
- American Society of Appraisers candidate member
Public Engagements
- “The Valuation of Closely Held Organizations,”
Colorado Society of CPAs
- “Impacting Valuation Drivers,” Colorado Software
and Internet Association
- “Pricing Equity Compensation Plans,” Denver/Boulder
CPA Society
- “Expensing Stock Options,” Denver Society of Security
Analysts
- “Demystifying the Lattice Model,” The Journal of
Employee Ownership Law and Finance, Volume 16, No. 4, Fall 2004
Contact: miller@quistvaluation.com
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