All Articles by Gary Frantzen

About Gary Frantzen

Mr. Frantzen has more than 25 years of experience specializing in the valuation of businesses and business interests including equity interests; liabilities and debt securities; fairness and solvency opinions; options and other derivatives; and tangible and intangible assets. He has provided opinions of value, fairness and solvency for many purposes such as acquisitions; divestitures; business and strategic plan reviews; business unit performance measurement; SEC filings; US GAAP and other financial reporting requirements; US federal, state, and non-US tax reporting requirements; regulatory compliance, various dispute resolution procedures and general advisory purposes. Mr. Frantzen has worked with clients across a wide variety of industries such as healthcare services, basic and specialty chemicals, automotive & aerospace, construction engineering and materials, business & consumer services, infrastructure and utilities, financial institutions/insurance, food & agricultural products, paper & packaging, retail/wholesale distribution, transportation/logistics and industrial machinery & equipment. Representative engagements include the valuation of the assets & liabilities of a large specialty chemical processor and a large construction materials/products manufacturer for fresh start accounting purposes; the valuation of numerous legal entities of a large multi-national, diversified chemical company and a large distilled spirits maker both for income tax reporting purposes related to organizational restructuring; valuation of the assets and liabilities of a biopharmaceutical research and contract manufacturing company for financial reporting purposes including business combination and goodwill impairment testing; analyses and opinions regarding the fairness of contemplated transactions prepared for advisory purposes for Boards and/or Special Committees across many industries; development of analyses and opinions regarding the solvency of the pro forma entities in several spin-off transactions; expert testimony regarding the value of common shares in a leveraged privatization transaction related to dissenting shareholder actions; several valuations of privately-held companies for dispute resolution purposes; and the assessment of the potential impact on shareholder value from several contemplated alternative strategies for a large water resources company. Prior to joining A&M in 2012, Mr. Frantzen most recently managed the Chicago Office of American Appraisal Associates, Inc. Earlier in his career, he was a Partner at Arthur Andersen where he was the co-leader of the Strategic Valuation Services Group in Chicago and led the financial valuation practice for Andersen’s Central Region. He spent the first six years of his career as a civil engineer with the U.S. Departments of Interior and Energy. Mr. Frantzen earned a Bachelor of Science in Civil Engineering from the University of Illinois at Urbana-Champaign and a Master of Business Administration in Finance from DePaul University’s Kellstadt Graduate School of Business in Chicago. He is a Chartered Financial Analyst (CFA), and is registered with FINRA as a General Securities Representative and Securities Agent (Series 7 and 63). He is a member of the CFA Institute, CFA Society of Chicago, American Society of Appraisers, The Executives Club of Chicago and Healthcare Financial Management Association.