Casey leads execution on a wide range of transactions and advisory services including M&A, ESOPs, and strategic alternatives consulting across numerous industries most recently packaged food and personal care products, industrial distribution, and construction & engineering. Casey specializes in comprehensive strategic alternatives consulting projects for existing ESOPs and the structuring of complex ESOP transactions.
Prior to joining Verit, Casey was an Analyst for Prairie Capital Advisors, an ESOP focused investment banking firm. Casey was responsible for all tasks related to the execution of various middle market transactions and the valuation of business enterprises.
Specific responsibilities included financial and business due diligence, financial statement analysis and modeling, performing valuations utilizing discounted cash flow, guideline public company, and precedent transaction analysis valuation methodologies, and analyzing leveraged transactions.
Casey’s previous experience working with ESOP companies as an advisor to ESOP Trustees, for both new ESOP formations and annual valuations, has been paramount to his success in advising business owners and shareholders exploring ESOP alternatives at Verit Advisors.
Volunteer at Big Shoulders Fund Stock Market Program, Big Shoulders Fund Fundraising Committee (including Financial Management Subcommittee), and Big Shoulders Fund Auxiliary Board. Member of The ESOP Association and ESOP Emerging Leaders.
Bachelor of Art Degree with a double major – Economics and Business Administration – from Coe College in Cedar Rapids, Iowa.