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.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.