Cabrillo Advisors

Valuation

 Valuation


Dean Colvin, Managing Director & Valuation Practice Leader

Dean Colvin

Dean Colvin has nearly 20 years of valuation and transaction advisory service experience with both public and private companies, on matters relating to mergers and acquisitions, fairness opinions, strategic planning, corporate tax planning, estate and gift tax, financial reporting and restructuring, portfolio valuation, employee stock ownership plans and litigation.

Prior to joining Cabrillo Advisors, Mr. Colvin was a Senior Vice President at FMV Opinions, where he was a leader in the firm’s Southern California Valuation and Advisory Services practice. Prior to FMV Opinions, Mr. Colvin was a Vice President with Houlihan Lokey, a specialty investment banking firm, where he managed valuation and transaction advisory assignments for a variety of purposes. Mr. Colvin began his career as a Manager in the Corporate Finance and Transaction Advisory Services groups of Ernst & Young and Deloitte.

Mr. Colvin earned his Bachelor’s Degree in Business Administration at the University of Southern California and an MBA at the University of Southern California’s Marshall School of Business. He is registered with FINRA as a General Securities Representative (Series 7, 63 and 79).

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Channing Hamlet, Managing Director

Channing Hamlet

Channing is a Managing Director at Cabrillo Advisors and has conducted a multitude of business valuations and fairness opinions throughout his career. Prior to Cabrillo, he was a Principal at LLR Partners, a $260 million private-equity firm, where he was involved in structuring private equity investments, due diligence and advising portfolio companies at the Board level. Channing has also worked in Legg Mason’s Investment Banking group, where he was involved in transaction execution for mergers and acquisitions for companies in a broad range of industries.

Upon graduating from Cornell University with a Masters degree in Operations Research and a BS in Mechanical Engineering he worked for Mars & Co, a boutique strategy consulting firm, where he advised clients on growth strategies, competitive assessments and strategic acquisitions often requiring valuation analysis. Channing holds FINRA Series 7, 63 and 79 licenses and is an Accredited Valuation Analyst (AVA). Channing is also a board member of the Association for Corporate Growth.

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Jamie Burress, Director, Valuation Services

Jamie Burress

Jamie Burress is a Director in the Valuation Group of Cabrillo Advisors, LLC. Jamie brings thirteen plus years of valuation experience that includes leading and performing valuations of business entities and intangible assets for acquisition, divestiture, financing, financial reporting and tax.  Jamie’s valuation experience primarily includes purchase price allocations for financial reporting and tax purposes (ASC 805), goodwill impairment testing (ASC 350), gift and estate valuations, share-based compensation valuations (409A and ASC 718), and tax restructuring.

Prior to joining Cabrillo, Jamie worked for 6 years in Duff & Phelps Valuation Advisory practice where she advised large multi-national companies, middle market companies, and small privately-held partnerships on a range of valuation and corporate finance issues including: business and equity valuations; intangible asset valuations; corporate and tax restructuring; financial planning and reporting; and domestic and international cost of capital requirements.

Prior to joining Duff & Phelps, Jamie spent over 7 years in Deloitte’s valuation practice. Prior to her valuation experience, she worked for 7 years as an accounting manager in financial reporting for a national insurance company. Additionally, she worked for over 2 years as a Senior Associate with a Big Four accounting firm’s assurance and advisory services practice providing auditing and business consulting services.

Jamie received her bachelors degree in Accounting from the University of Arkansas at Fayetteville and her MBA from Southern Methodist University.  Jamie is a licensed CPA in the state of Texas, a member of the AICPA, and holds the accreditation in business valuation (“ABV”) from the AICPA.  Jamie is also a member of CFA Institute and a CFA Charterholder.

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Gregory J. Urbanchuk, Director, Forensic, Litigation & Intellectual Property Consulting

 Greg Urbanchuk

Gregory J. Urbanchuk is an experienced financial and economic expert and is responsible for the provision of forensic, dispute and valuation consulting services. Prior to working with Cabrillo, Greg worked for regional and Big Four accounting and consulting firms, including Deloitte's Forensic and Dispute Services practice in London. Greg has extensive experience in the quantification and evaluation of complex damage claims in a variety of jurisdictions and has provided testimony in matters before U.S. Federal and state courts.

Greg provides forensic and dispute consulting advice in relation to a variety of matters, including IP disputes, acquisition disputes, antitrust/competition matters, business interruption claims, breach of contract, complex international funds tracing, construction defaults and delays, economic damages, fraud investigations, regulatory pricing disputes and bankruptcy adversary proceedings.

Greg holds a B.S. in Accounting from Saint Joseph's University, a Post Graduate Certificate in Economics from University of London – Birkbeck College and an MSc. by Research (Distinction) in International Business from University of London – Birkbeck College.