“Each valuation we perform is different, and is an important part of our clients' lives. That’s why we make sure to understand each individual company. ”

Gregory H. Coats, CFA

Senior Valuation Analyst / Partner
609-737-9600, Ext. 117


Greg Coats is a Senior Valuation Analyst and a Partner in the Firm. He specializes in options and other derivatives, pre-revenue start-ups, development stage pharmaceutical companies, automotive dealerships, mining, and multi-modal transportation. He has performed valuation analyses in the contexts of fairness opinions, mergers and acquisitions, litigation support, financial reporting, and tax planning. Greg also represents the firm at outside events and conferences.

Greg earned the Charted Financial Analyst designation in 2017. He is a member of the New York Society Security Analysts, the New York City based CFA society. Greg is a summa cum laude graduate of Rider University, with a Bachelor of Science in Business Administration, majoring in finance and business economics, with a certificate in investment analysis. While in college Greg was a member of Rider’s team for the CFA Institute Research Challenge, which was named a finalist for the Philadelphia region.