Will Lee

Valuation, ESOP and M&A advisor

Role
Managing Director at Applied Economics
Location
Atlanta, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Will Lee

As a Managing Director at Applied Economics, I provide valuation, investment banking, and…

Experience

  1. Managing Director

    Applied Economics

    Jun 2006 — Present

    With nearly twenty years of expertise in corporate finance, I have developed a comprehensive background in financial consulting. My experience spans mergers and acquisitions, reorganization and restructuring, economic damages assessments, valuation of complex securities, and strategic and financial planning analyses.I serve a range of clients, from public corporations to privately held companies in numerous industries. My notable industry experience encompasses agribusiness, architecture, engineering & construction (AEC), defense contracting, distribution, EdTech, financial services, healthcare and pharmaceuticals, hospitality, manufacturing, media and publishing, and telecommunications.I hold a B.B.A. in International Business from the Terry College of Business at the University of Georgia, where I was inducted into Beta Gamma Sigma and graduated Summa Cum Laude. Additionally, I am a graduate of Duke University’s Transfer Pricing: Policy and Practice executive education program. I also hold the following certifications: Accredited Senior Appraiser (ASA) in Business Valuation, American Society of Appraisers Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants Certified Exit Planning Advisor (CEPA), Exit Planning Institute

Skills

  • Valuation
  • Forecasting
  • Finance
  • Statistics
  • Financial Modeling
  • Powerpoint
  • Microsoft Excel
  • Financial Reporting
  • Equities
  • Data Analysis
  • Investment Banking
  • Business Analysis
  • Market Research
  • Economics
  • Financial Analysis
  • Portfolio Management
  • Research
  • Due Diligence
  • Mergers & Acquisitions

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Will Lee — Managing Director at Applied Economics in Atlanta, GA, US | Unifers