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Victoria Platt

Victoria A. Platt photo

Victoria A. Platt Director of Research

Victoria A. Platt is the director of research for Willamette Management Associates.

Biography

In addition to her work on all types of valuation and forensic analysis engagements, Vicky is also the leader of our research services group. Her research is provided for valuation consulting, economic damages analysis, and financial advisory services.

Vicky has provided research for the following types of valuation and economic analysis assignments: merger and acquisition valuations, economic event analyses, comparative company analyses, private company screenings, document retrieval, executive compensation analyses, equity and fixed-income financial data retrieval, industry analyses, intellectual property transaction screenings, legal research, and event studies.

She has prepared these research services for the following purposes: taxation (ad valorem, federal income, gift, and estate), transaction due diligence (acquisition, divestiture, and reorganization), financial accounting and reporting, forensic analysis and dispute resolution (dissenting shareholder disputes, breach of contract lost profits, and family law), fiduciary compliance, and corporate planning.

Vicky has conducted research for companies in the following industries: accommodation and food services, agriculture, communications, construction, educational services, entertainment and recreation, finance and insurance, forestry, health care, manufacturing, mining, professional services, public administration, real estate rental and leasing, retail trade, scientific services, technical services, transportation and warehousing, utilities, waste management and remediation services, and wholesale trade.

Database Proficiency

Alacra, Bloomberg, BVResearch Pro, Capital IQ, CFRA MarketScope Advisor, Dun & Bradstreet, ERI Compensation Assessors, EstateVal, Factiva, FactSet, FactSet Mergerstat, First Research, Hoovers, IBISWorld, Investext, ktMINE, Lexis-Nexis, LivEdgar, Microsoft Office, PACER, Pitchbook, RoyaltySource, RoyaltyStat, SDC Platinum, SNL, Thomson One, Towers Watson Data Services, ValuSource, and Westlaw.

Previous Experience

Prior to joining Willamette Management Associates, Vicky was a research assistant for a Chicago law firm. In her capacity, she specialized in performing legal research and interlibrary loan service to over 500 lawyers. Prior to that, Vicky performed reference services for a university library in Michigan.

Education

  • Bachelor of Science in social science, multi-disciplinary studies, Michigan State University.

Professional Affiliations

Special Libraries Association

  • Member
  • Editor – Business and Finance Division, 2002-2008
  • Vendor Relations Chair – Business and Finance Division, 2008-2010

American Library Association

  • Member

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