Clayton has provided financial modeling, analysis, and valuation services since 2005. This includes strategic modeling and analysis to inform business or investment decisions encompassing new lines of business, strategic initiatives, simulations, forecasting, cost-benefit analysis, shortfall analysis, and incremental value analysis.

Clayton performs numerous valuations each year for interests including technology or other creative works like music or literary copyrights, illiquid securities such as privately held equity interests in businesses or debt instruments, and complex financial instruments such as derivatives.

Selected Speaking Engagements

  • How to Create Business Value Using Data Models
    (Moss Adams Webcast, May 2019)
  • Best Practices in Data Management and Predictive Analytics
    (Moss Adams Webcast, March 2019)
  • Becoming a Data Driven Organization
    (Moss Adams Webcast, June 2018)

Professional Affiliations

  • Member, Chartered Financial Analyst® (CFA) Institute and the CFA Society Seattle


  • BS, economics, University of Victoria, British Columbia

Insights from Clayton Cafferata