Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.Valuation Advisory
Julie Hixson is a director in the San Francisco office of Duff & Phelps and is part of the Valuation Advisory Services. She offers more than 15 years of professional experience in valuation and financial advisory services. She is fluent in Japanese and has extensive experience in the cross-border assignments.
Julie has advised clients on valuation issues in connection with merger and acquisitions, stock option grants, leveraged recapitalization, investments in early stage companies, strategic planning, and bankruptcies and reorganizations in a variety of industries. She has significant experience in business and intangible assets valuation in the financial services and technology industries, including the banking, brokerage, asset management, specialty finance, and FinTech sectors, for financial reporting and tax purposes.
Prior to joining Duff & Phelps, Julie served as a vice president in the Financial Advisory Services of Houlihan Lokey, a boutique investment bank, and in various capacities in the Corporate Valuation Consulting and the Transaction Services practices of PricewaterhouseCoopers.
Julie earned her M.B.A. with concentration in Finance and Accounting from Columbia University Graduate School of Business, and her under graduate degree from Keio Gijuku University in Tokyo, Japan. She is a member of The Financial Women’s Association of San Francisco.
Duff & Phelps provided valuation and related advisory services to the Board of OHA Holdings LImited in its recent ownership consolidation of Irving Oil, Limited
has been acquired by Founder John Calamos and CEO John Koudounis in a take private transaction.