1355 Peachtree Street N.E., Suite 1470
For a detailed curriculum vitae, please contact Katherine Gilbert.
Katherine Gilbert is a vice president with
Willamette Management Associates. She has performed the following types of
valuation and economic analyses:
merger and acquisition valuations, fairness opinions, ESOP formation and adequate
consideration analyses, acquisition
purchase price allocations, business and stock valuations, and lost profits/economic
She has prepared these valuation and economic analyses for the following purposes:
transaction pricing and
structuring (merger, acquisition, liquidation, and divestiture); taxation planning and
gift, and estate tax; transfer tax); ESOP transaction and financing; and strategic
Katherine has valued the following types of business entities and securities: close
enterprise, close corporation fractional ownership interests, public corporation
capital structures (various classes of common/preferred stock; options, warrants,
grants, rights), general
partnership interests, joint ventures, proprietorships, professional service
LLPs and LLCs.
She has performed business valuations in the following industries: advertising, apparel, brokerage, chemical, commercial banking, communications, computer services, construction and contracting, consulting, distribution, energy and electric generation, hotel and hospitality, insurance, manufacturing, mining and mineral extraction, money management, natural resources, petroleum, printing, publishing, real estate development, restaurant, retailing, telecommunications, textiles, transportation and trucking, and wholesaling.
She has performed financial advisory and economic analyses for various transactional
M&A targets, valuation of target company synergistic/strategic benefits, negotiation
of deal price and
fairness analysis of proposed transactions, and valuation of debt and equity
Before joining Willamette Management Associates, Katherine was a valuation analyst at
Bachelor of Business Administration with a concentration in finance, Kennesaw State
University, Michael J.
College of Business
Katherine is a member of the National Association of Certified Valuators and Analysts
(NACVA). She currently holds the certified valuation analyst (CVA) designation from the NACVA.
Katherine is also a non-CPA associate member of the American Institute of Certified Public Accountants (AICPA). She is also a member of the ESOP Association.