Brett Spier, CPA

New York City, NY, United States0

Senior Director | EY-Parthenon | Deals - Financial Diligence

CPA and trusted advisor to C-suite executives and private equity investors on complex transactions exceeding $200 billion in aggregate enterprise value, with deep expertise in financial due diligence, deal structuring, and value creation.

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Experience

Director, EY-Parthenon - Deals - Financial Diligence

EY-Parthenon

May 2019 — Oct 2021 · New York, United States

Lead strategic financial advisory engagements for private equity sponsors, Fortune 500 companies, and high-growth technology companies across more than 100 buy-side and sell-side transactions. Programmatically manage cross-functional teams of up to 45 professionals across financial, tax, commercial and operational diligence workstreams. Serve as primary advisor to C-suite and private equity investment teams on investment theses, financial models, and purchase price negotiations.

Assurance Manager

Ernst & Young LLP

Oct 2013 — May 2019 · Greater New York City Area

Provided audit and assurance services with primary client exposure to publicly traded mortgage REITs and real estate private equity funds. Supported multiple Initial Public Offering engagements for companies in the real estate and solar energy industries.

Finance Leadership Development Program- Regulatory Tax Intern

Verizon

Jun 2011 — Aug 2011 · Greater New York City Area

Education

Questrom School of Business, Boston University

BSBA in Business Management in Concentrating in Accounting and Finance

Jan 2009 — Jan 2013

Dean's List Fall 2010, Spring 2012

The Frisch School

Jan 2004 — Jan 2008

Activities and societies: Captain of Varsity Hockey Team

Credentials

License or certification

Certified Public Accountant

New York State

Issued Apr 2016

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Skills

Financial Planning and ForecastingKPI DevelopmentARRCustomer RetentionLTV/CACCash Flow ManagementWorking Capital ManagementBuy-side Due DiligenceSell-side Due DiligenceCarve-out TransactionsPurchase Price NegotiationDeal StructuringBusiness Case DevelopmentInvestment Thesis DevelopmentFinancial ModelingValue Creation

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