Derek has advised hundreds of business owners and companies in numerous industries on a variety of transaction and consulting projects in his career. He plays a pivotal role in the firm’s Valuation Services in the Central region.

Derek works with a variety of privately-held and public companies, individuals and families, private equity, and investment funds, on issues related to raising capital, M&A, stock issuance, complex financial instruments, tax and succession planning, and litigation and shareholder disputes, including expert witness testimony.

With over 20 years of experience in corporate finance and business valuation, Derek has spoken at numerous events nationally. Prior to joining the firm in 2016, Derek was an investment banker and a wine brand owner in Napa.

• Preparing for a Liquidity Event in a Rapidly Changing Craft Beer Market (Craft Brewing Business, November 2018)
• 409A Valuations and Why They Are Important (Digital Colorado, June 2017)
• Now is the Time to Sell Your Beverage Business (Hein & Associates, January 2017)

• Business Valuations & Exit Planning
  (Texas Hill Country Wine Symposium, February 2024)
• Valuing Beverage Alcohol Companies
  (ASA Houston Chapter, October 2022)
• Craft Beer Business Leader Roundtable
  (California Craft Brewers Association Spring Conference, April 2022)
• Business Valuation, Succession, & Estate Planning
  (Colorado Association for Viticulture & Enology VinCo Conference, February 2022)
• Vineyard and Winery Accounting, Tax, & Valuation Issues
  (Texas Wine and Grape Growers Association Grape Camp, November 2021)
• Valuing Beverage Alcohol Companies
  (ASA Denver Chapter, September 2021)
• Going Concern, Valuation, & Impairment
  (Rocky Mountain Accounting Conference, November 2020)
• Valuing Wineries is Easy – Just Ask My Empty Glass!
  (Houston ASA Chapter, October 2020)
• What Happens if Things Go Sideways
  (Used Brewery Equipment, July 2020)

• Member, Association of Certified Fraud Examiners (ACFE)
• Member, Brewers Association
• Member, American Society of Appraisers and the Denver Chapter

• BA, business economics, University of California, Santa Cruz