111 S.W. Fifth Avenue, Suite 1900
For a detailed curriculum vitae, please contact Justin Nielsen.
Justin M. Nielsen is a vice president with Willamette Management Associates.
Justin has performed the following types of valuation and economic analyses: post-acquisition purchase price allocations, gift tax valuations, estate tax valuations, employer stock valuations (ESOP's), marital dissolution valuations, business and stock valuations, forensic analyses, merger and acquisition valuations, intangible asset valuations, lost profits/economic damage calculations, benchmark sensitivity analyses (for bank risk models), and appraisal reviews.
Justin has prepared these valuation and economic analyses for the following purposes: transaction pricing and structuring (merger, acquisition, and restructuring), forensic analysis, fraud, and dispute resolution (including dissenting shareholder appraisal actions), taxation planning and compliance (federal income, gift, and estate tax), employee corporate ownership, strategic information and planning, regulatory compliance, bankruptcy and reorganization, and fiduciary advice and financial counseling.
Justin has valued the following types of business entities and securities: closely held corporation business enterprises, closely held corporation noncontrolling interests, fractional ownership interests, complex capital structures (various classes of common/preferred stock, options, warrants), general and limited partnership interests, proprietorships, professional services corporations, professional practices, and LLPs and LLCs.
Justin has managed forensic accounting, securities litigation and business valuation engagements, or directly performed business, stock, and intangible asset valuations in the following industries: construction and contracting, steel varnishes, coatings and allied products, public relations, advertising, printing, heavy equipment manufacturing, entertainment content, health care, back-dated stock options, commercial and individual brokerage holdings, computer software/online portals, depository institutions, medical and dental practice, oil development and production, ranching and farming, food stores, insurance, real estate holding companies, wholesaling, ultra-premium wineries, and U.S. chartered wholesale funding organizations.
Justin has testified on numerous occasions in FINRA/SIFMA arbitration forums related to securities damages.
Before joining Willamette Management Associates, Justin served as a managing consultant for LECG and Bates Group LLC, expert witness services firms that provide independent expert testimony, produce authoritative studies for industry, conduct economic and financial analysis on disputes and issues, and provide strategic advisory services to clients. Justin provided consulting services and managed forensic analysis engagements primarily related to (1) business valuation and complex securities analysis, (2) quantitative expert witness testimony, and (3) securities brokerage account damages analyses. He was also responsible for litigation strategy development to large national brokerage and law firms.
Master of Business Administration, concentration in finance, University of New Mexico
Bachelor of Science, business administration, concentration in finance, Northern Arizona University
PROFESSIONAL AFFILIATIONS AND BOARDS
Justin has earned the certified valuation analyst (CVA) designation from the National Association of Certified Valuators and Analysts. He also serves as a board member and member of the finance committee for Dress for Success Oregon.