Ted Frecka

About Ted Frecka

Analysis-driven finance professional with over 15 years of experience devising creative solutions to complex commercial challenges. Expertise includes valuing common and preferred equity, private debt, structured finance products, and intangible assets for strategic, financial reporting, tax, and legal purposes.Proficient in using Excel, Access, VBA programming, and assorted data providers to efficiently build powerful financial models. Proven ability to multitask and effectively prioritize work in a demanding environment while maintaining a positive attitude. Background in finance honed in graduate school and through the Chartered Financial Analyst (CFA) and Certified Valuation Analyst (CVA) programs.Specialties:• Business Valuation • Common Equity, Preferred Equity, Debt, Derivatives, Structured Products • Financial reporting (ASC820, 805, 350), tax, fairness opinions, solvency opinions• Economic damages in litigation / Litigation support• Intellectual property valuation / analytics• Lost Profits, Reasonable Royalties, Price Erosion, Convoyed Sales• Building financial models• VBA computer programming• Writing macros• Constructing Access databases• Bloomberg• Capital IQ• Thomson Financial• Attention to detail

Experience

1. Managing Director

   Houlihan Capital

   Apr 2011 — Present

   Managing Director (2024-Current)Director (20••••23)Senior Vice President (20••••19 )Vice President (20••••17)Senior Associate (20••••13)• Perform valuations of common stock, preferred stock, fixed income, financial derivatives, and structured products of domestic and international companies for financial reporting (ASC 820, 805, and 350), tax, and transaction opinion purposes.• Manage long-term relationships with investment management clients (hedge funds, mutual funds, private equity, sovereign wealth funds, etc.) requiring regular valuations of portfolio companies.• Create financial models, perform comparable company and transaction searches, and draft valuation reports.• Provided solvency opinions in connection with $1 billion+ leveraged dividends of a publicly-traded aerospace company and a publicly-traded pharmaceutical company.• Issued fairness opinion in connection with an equity takeout of a private trucking school.• Completed purchase price allocation for the acquisition of a telecom company.• Carried out step 1 and step 2 goodwill impairment test of two telecom business units.• Valued a non-compete agreement of a high-ranking executive in the aerospace industry for 280(g) tax purposes.• Calculated discounts for lack of marketability for illiquid publicly-traded equities and restricted stock.• Industry expertise includes oil and gas, alternative energy, technology, financial services, real estate, and education, among others.

Education

• University of Notre Dame

  BBA, Finance, MIS

  1998 — 2002

• Boston College Carroll School of Management

  MSF, Finance

  2002 — 2003

Skills

• Equities
• Capital Iq
• Corporate Finance
• Litigation Support
• Strategy
• Structured Finance
• Portfolio Management
• Bloomberg
• Hedge Funds
• Financial Analysis
• Valuation
• Business Valuation
• Mergers & Acquisitions
• Intellectual Property Valuation
• Intellectual Property
• Finance
• Private Equity
• Financial Modeling