Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.Valuation Advisory
Bill Mason is a managing director in the Valuation Advisory Services practice of Duff & Phelps. He has expertise in providing valuation and related services for merger and acquisition, financial reporting and tax planning purposes. He has expertise in the valuation of business enterprises, equity interests, intangible assets, and derivative securities. Much of his work has been for financial reporting purposes; however, he also has performed tax-related assignments such as IRC §338, IRC §409A, international reorganizations, foreign interest expense allocation, IRC §382 and the valuation of closely held securities.
The purposes of these valuations and financial advisory services include, in part, mergers and acquisitions, divestitures, financing, strategic planning, shareholder buy/sell agreements, corporate restructuring, dispute resolution, purchase price allocation, goodwill and asset impairment and other tax and financial reporting considerations.
Bill’s primary expertise is within the technology industry, including with ON Semiconductor, but also has experience in other industries such as energy, life sciences, financial services, media and entertainment, aerospace and defense, business services, and consumer products.
Bill joined Duff & Phelps in conjunction with the acquisition of American Appraisal in 2015. Prior to joining American Appraisal in 2005, he had been a senior manager in the Transaction Advisory Services group of Ernst & Young from 1998 to 2005, and an analyst within a boutique investment banking firm from 1993 to 1998. He is a member of the CFA Institute, Security Analysts of San Francisco, and a candidate member of the American Society of Appraisers.
Bill received his B.S. in finance from Santa Clara University. He holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the CFA Society San Francisco.
$130 million credit facility
Duff & Phelps provided valuation and related advisory services to the Board of OHA Holdings LImited in its recent ownership consolidation of Irving Oil, Limited