TALL OAKS PARTNERS - Key Persons
Andres has over fifteen years of advisory and valuation experience in the United States and Mexico between his time with Tall Oaks Partners, Deloitte, and Baker Tilly. He has performed valuation engagements for public and private clients related to mergers and acquisitions, restructuring and reorganization, financing, gift and estate tax planning, and financial reporting (GAAP and IFRS) and tax compliance.
Specific industries and segments he serves include the technology, healthcare, energy and resources, engineering and construction, consumer products and services, and industrial services and manufacturing sectors. Andres has extensive experience preparing purchase price allocations, impairment analyses, and valuation studies including the valuation of closely-held common stock, preferred stock, debt instruments, partnership interests, proprietary technology, and a wide variety of intangible assets.
Andres has also been a guest speaker at Baylor University where he presented on various valuation topics to students in the Master of Business Administration program.
Education
Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM - Monterrey Campus), Bachelor of Business Administration (BBA), Finance
Prior to working with Tall Oaks Partners, Ashima spent over five years working with the valuation and financial modeling practices of two Big 4 firms.
The majority of Ashima's assignments relate to assisting private and public participants across multiple industries and sectors. Specific industries and sectors served, include energy and resources, transportation and logistics, life sciences, chemicals and specialty materials, and consumer products and services.
Her assignments include valuation studies, impairment analyses, purchase price allocations, valuation of stock options, discount and premium studies, and financial modeling projects. Ashima has primarily worked on transaction advisory and valuation assignments for financial reporting and tax compliance purposes.
Education
Symbiosis International University, Master of Business Administration (MBA)
Manipal Institute of Technology, Bachelor's Degree, Electrical and Electronics Engineering
Christopher has over ten years of business valuation experience between his time with Tall Oaks Partners and Deloitte.
Prior to joining Tall Oaks Partners, Christy worked as a social worker, before transitioning into several part-time roles with local businesses and non-profit organizations. As a full-time social worker Christy specialized in mental health services for children and families and child welfare before stepping away from her career to focus on her family and three young children. Upon returning to work, her professional roles have included warehouse and inventory management, social media marketing, and preparing home study material for a Houston-based foster care and adoption agency.
Robert has over fifteen years of advisory and valuation experience between his time with Deloitte and Tall Oaks Partners. Robert advises public and private clients on a myriad of financial and technical matters across multiple industries and sectors.
Specific industries and segments he serves include industrial services, energy and resources, transportation and logistics, consumer products and services, chemicals and specialty products, and engineering and construction. He has worked on some of the largest and most complex M&A transactions and bankruptcies across multiple industry sectors. His assignments include valuation studies, impairment analyses, purchase price allocations, the valuation of debt and equity instruments, discount and premium studies, board advisory, and financial modeling.
Robert has served as an expert witness regarding valuation matters related to oil and gas assets and has also been a guest speaker at numerous universities and conferences on topics related to business valuation and the oil and gas industry.
Education
Rice University, Master of Business Administration (MBA), Finance
The University of Texas at Austin, Bachelor of Business Administration (BBA), Management and Finance
Prior to working with Tall Oaks Partners, Savika spent over six years working with the financial modeling and valuation practices of two Big 4 firms.
The majority of Savika's assignments relate to assisting private and public participants in the energy and resources, engineering and construction, and transportation and logistics industries. Savika has considerable experience providing modeling advisory services, specifically as relates to the design, build, and audit of project finance and tax equity financial models. She also has experience valuing businesses, intangible assets, and financial securities for financing, restructuring and reorganization, management planning, and financial reporting purposes.
Education
Indraprastha University, Master of Business Administration (MBA), Finance
Delhi University, Bachelor's Degree (B. Com (H))