Sonjaly E. Spiegel Senior Research Analyst
Sonjaly Spiegel is a senior research analyst for Willamette Management Associates.
- sespiegel@willamette.com
- (503) 243-7548
-
111 S.W. Fifth Avenue, Suite 1900
Portland, Oregon 97204 - Download VCF
Biography
Sonjaly provides valuation, forensic analysis, and transfer price analysis research services in the following areas: industry trends and outlook, national and international economies, local and regional economies, search and selection of guideline publicly traded companies, search and selection of guideline merger and acquisition transactions, search and selection of intellectual property comparable uncontrolled transaction (CUT) data, federal and other regulations and statutes, judicial decisions, valuation and forensic accounting literature, and financial and capital markets data. She also manages our Portland research library and office operations.
Previous Experience
Prior to joining the firm, Sonjaly was an equity trading assistant at Munder Capital Management
Education
- Bachelor of Arts, Literary Studies, Michigan State University
Related Articles
Perspectives & Insights
April 2024 Perspectives
- Control Considerations in the Valuation of a 50 Percent Ownership Interest
- The Expatriation Tax: How to Present Assets to the IRS When You Say Goodbye to the United States
- The Valuation of Controlling Ownership Interests in the Context of Gift Tax Planning
January 2024 Perspectives
- The Applicability of Discounts for Lack of Marketability on Controlling Ownership Interests
- Higher Interest Rates and Tax Exemptions May Maximize Benefits in Gift and Estate Tax Planning
- Key Person Considerations When Valuing Private Companies in a Gift and Estate Tax Context
October 2023 Perspectives
- Preferred Equity in a Rising Interest Rate Environment
- Considerations for Valuing the Stadium Seat Licenses of Sports Teams for Estate Tax Purposes
- Convertible Bonds as a Component of a Company’s Capital Structure