MICHAEL HAGHIGHAT, ASA

MICHAEL HAGHIGHAT, ASA

Founder and Managing Director

mhaghighat@globalviewadvisors.com
+1 949 475 2801

Michael is the Founder and Managing Director of Globalview Advisors LLC, which he established in 2002 in Irvine, California.

Michael has over 30 years of financial valuation experience and has rendered numerous valuations of businesses, intangible assets, and debt and equity instruments for financial and SEC reporting, corporate tax planning, mergers and acquisitions, gift and estate tax planning, litigation support, and restructuring and bankruptcy.

Michael’s experience is international in scope and in addition to the U.S., includes valuation of entities in the U.K., Australia, Belgium, Canada, China, France, Germany, Singapore, South Africa, and various other countries. His valuations have been used for financial and tax reporting in many of the above mentioned countries. He has personally negotiated with the Internal Revenue Service, and the U.K. Inland Revenue on behalf of taxpayers.

In addition, Michael has rendered fairness and solvency opinions in connection with various transactions, and has assisted buyers and sellers of businesses with merger and acquisition transactions. He has also testified as an expert witness on valuation matters in various judicial settings such as trial, deposition, and arbitration hearings.

Michael has conducted numerous valuations in a variety of technology, life science, and consumer and industrial products and services industries. Some of the industries served by him include aerospace, alternative energy, apparel, biotechnology, chemicals, education, energy, entertainment and media, environmental, financial services, furniture manufacturing, hardware and software, Internet-based businesses, medical devices, paper products, pharmaceuticals, semiconductor, telecommunications, and numerous others.

Prior to establishing Globalview Advisors, Michael was the Vice President and Managing Principal of the Financial Valuation Group of American Appraisal Associates, Inc. in Southern California where he re-established the firm’s presence. Before joining American Appraisal Associates, Inc. in 1996, he was a Partner and the Western Region Managing Director of the Financial Valuation Services Group of the accounting and consulting firm of BDO Seidman, LLP. Michael started his valuation career in 1983 with the CPA firm, Coopers & Lybrand, LLP (PricewaterhouseCoopers), where he was a Manager of the Valuation Services Group.

Michael received his MBA from Northrop University in California and his BS in Civil Engineering from Drexel University in Pennsylvania. He is an accredited senior Member of the American Society of Appraisers (ASA) in the business valuation discipline.

DEEPA GUPTA

DEEPA GUPTA

Managing Director

dgupta@globalviewadvisors.com
+1 949 475 2804

Deepa is a Managing Director in our Irvine Office. She has over 20 years of experience in valuation and transaction consulting related with mergers, acquisitions, joint ventures, affiliation agreements, and divestitures. Deepa’s valuation experience relates to financial and SEC reporting, corporate tax planning and restructuring, fairness opinions, litigation, gift and estate planning, reorganization, and bankruptcy. She has rendered numerous valuations of business enterprise, intangible assets, equity and debt instruments for allocations of purchase price, corporate acquisitions and divestitures, fresh start accounting, goodwill impairment, and other financial and tax reporting purposes.

Deepa has provided valuation services for public and private companies in North America, South America, Europe, Asia, Australia, the Middle East, and South Africa. She has also worked extensively with portfolio companies of private equity firms and with attorneys on shareholder disputes, buy-side valuations, and cheap stock issues.

Deepa has conducted valuations in a variety of industries within the consumer and industrial products and services, technology, and life science sectors. Some of the industries served include aerospace, apparel, automotive, biotechnology, chemicals, computer hardware and software, defense, energy, engineering and construction, environmental, financial services, gaming, health care, hospitality, Internet services, manufacturing, medical device, pharmaceuticals, retail, telecommunications, toys, and others.

Deepa’s professional career covers both corporate and consulting experience. Prior to joining Globalview Advisors, she was a Director in the Valuation Practice of Duff & Phelps, LLC. She was also a Director with Standard & Poor’s in their Corporate Value Consulting Practice and a Manager with PricewaterhouseCoopers LLP in their Financial Advisory Services Group. Her corporate experience includes working in the Mergers and Acquisition Group of General Motors/Delphi Automotive Systems, where she worked on several transactions in Asia, Eastern Europe, and Mexico as well as on the spin- off of Delphi Automotive Systems from General Motors. Deepa has also worked in the Finance and Marketing Groups of Bausch & Lomb and Colgate Palmolive.

Deepa received her MBA in Finance from the University of Rochester, Simon School of Business in New York. She received her Masters in Management Studies from Bombay University, India and her BE in Electrical and Electronics from BIT, India.

Deepa is on the Board of Directors of the American Red Cross, Orange County Chapter. She was previously on the Board of the Organization of Women Executives. Deepa is also a Member of the Forum for Corporate Directors.

BARRY HOLZMAN, CFA

BARRY HOLZMAN, CFA

Managing Director

bholzman@globalviewadvisors.com
+1 949 475 2802

Barry is a Managing Director in our Irvine Office. He has nearly 20 years of valuation experience and has completed valuations of businesses and intangible assets for a variety of purposes, including financial and tax reporting, corporate tax planning, litigation support, and restructurings.

In addition, Barry has rendered fairness and solvency opinions in connection with various transactions, and has assisted buyers and sellers of businesses with merger and acquisition transactions.

Barry has served clients in the aerospace, biomedical, building materials, electronic products, food services, health care, high technology, pharmaceutical, recycling, telecommunications, and utility industries.

Barry’s experience is international in nature and in addition to the U.S., includes valuation of entities in Canada, France, Germany, Iceland, Israel, Mexico, Switzerland, the United Kingdom, and various other countries. His services have been used for financial and tax reporting in many of the above-mentioned countries.

Prior to joining Globalview Advisors in 2002, Barry was employed with American Appraisal Associates, Inc. where he served as an Engagement Director for the Southern California Financial Valuation Services Group. In addition, he was a Financial Analyst with Sanli Pastore & Hill, Inc., Hughes Electronics Corporation, and Shell International Trading Company (London). Barry was also employed by Hughes Aircraft Company as an Electrical Engineer where he developed embedded real time software for image-based systems.

Barry received his MBA in Finance, as well as his MS in Electrical Engineering (Image and Signal Processing) from the University of Southern California. He received his BS in Electrical Engineering from the University of California, Los Angeles. Barry is a Chartered Financial Analyst (CFA).

JOSEPH HIRSCH

Director of Client Relations

jhirsch@globalviewadvisors.com
+1 949 475 2803

Joseph is the Director of Client Relations in our Irvine office. He is an enterprise level business development and sales strategy specialist with over 15 years of experience operating in both the public and private sectors. Joseph’s experience includes technology, healthcare, and compliance solutions.

Entities served by Joseph include many Fortune 1000 organizations, as well as Major League Baseball, California Unified School District, Los Angeles Housing Authority, the City of Las Vegas, Kaiser Permanente, the Department of Public Health, and UCI Medical.

Prior to joining Globalview Advisors, Joseph held sales leadership positions with Runzheimer International, Xora, Inc. (A ClickSoftware Company), T-Mobile Business, and Firebrand Group.

Joseph’s professional pursuits include completion of numerous high profile sales training programs such as Miller Heiman, Advanced Selling Techniques, 7 Step Selling, Brain Tracy & Covey Time Management, Tony Robbins, LinkedIn Sales, and Salesforce.

Joseph received his BA in Communication Studies/Public Speaking from Westmont College in Santa Barbara, California where he was the Founder and Captain of the Westmont Polo Club.

BRIAN LEE, ASA, CFA

BRIAN LEE, ASA, CFA

Director

blee@globalviewadvisors.com
+1 949 475 2809

Brian is a Director in our Irvine office. He has nearly 15 years of valuation experience involving business enterprises, intangible assets, stock options, warrants, notes, and preferred securities for financial reporting, tax, transactions, and litigation purposes. Brian’s experience also includes providing fairness and solvency opinions in connection with various transactions and performing strategic planning analysis, lost earnings calculations, economic damage analysis, statistical analysis, and valuation of interests in corporations and general and limited partnerships.

Brian specializes in the valuation of loan portfolios, core deposit customer relationship intangible assets, time deposits, FHLB advances, trust preferred securities, subordinated debentures, indemnification assets, and other financial assets and liabilities of financial institutions. He has relevant experience in the following industries: apparel, banking, construction, E-commerce, engineering, healthcare, insurance, life science, limited and full service restaurants, logistics, manufacturing, retail, technology, and wholesale distribution.

Prior to joining Globalview Advisors, Brian was a Senior Manager at Crowe Horwath, LLP, where he performed valuation analyses for both publicly traded and privately held companies. Previously, Brian was also employed with Duff & Phelps, LLC.

Brian received his BS in Finance from the California State University of Northridge. He is an accredited senior Member of the American Society of Appraisers (ASA) in the business valuation discipline and a Chartered Financial Analyst (CFA).

JEREMY BURNSTEIN, CVA

JEREMY BURNSTEIN, CVA, FP&A

Director

jburnstein@globalviewadvisors.com
+1 949 475 2806

Jeremy is a Director in our Irvine Office. He has over 10 years of valuation experience involving business enterprises, capital stock, and intangible assets for various purposes including allocations of purchase price, corporate acquisitions and divestitures, fairness and solvency opinions, fresh start accounting, goodwill impairment, litigation, and financial and tax reporting.

Jeremy has served clients in various industries including agriculture, coal mining, computer equipment and software, construction and engineering, consumer products, contract research services, energy, food processing, heavy equipment rental, higher education, Internet-based businesses, medical supplies distribution, metal processing and recycling, pharmaceuticals, real estate development and REITs, semiconductor, specialty retail, and telecommunications equipment and services.

Jeremy rejoined Globalview Advisors in 2009. He was previously employed with Globalview Advisors as a Valuation Consultant from 2002 to 2006. Prior to 2002, Jeremy held similar positions with the valuation firms American Appraisal Associates, Inc. and FMV Opinions, Inc. He was also a Credit Officer with Bayview FMAC and Citicorp North America, Inc., where he underwrote senior secured term loans for acquisitions, expansion, debt restructuring, and recapitalizations.

Jeremy received his MS in Finance from Seattle University and his BA in Business Administration from California State University, Fullerton. He is a Certified Valuation Analyst (CVA) as well as a Certified Corporate Financial Planning and Analysis Professional (FP&A). Jeremy also holds a certificate in Strategic Decision and Risk Management from Stanford University.

M. CRISTINA ESPIRITU

M. CRISTINA ESPIRITU

Senior Vice President

cespiritu@globalviewadvisors.com
+1 949 475 2805

Cristina is a Senior Vice President in our Irvine Office. She has over 10 years of valuation experience and has prepared financial and valuation reports for purposes such as purchase price allocations, intangible asset and goodwill impairment analysis, gift and estate tax planning, goodwill loss, eminent domain, mergers and acquisitions, fairness opinions, lost profit calculations, and economic damages analysis for litigation.

Cristina has served clients in various industries including computer software and technology, consumer products, energy, life sciences, manufacturing, pharmaceuticals, professional services, real estate, and telecommunications. In addition, she has worked in a variety of legal-related positions for the federal and state governments, non-profit organizations, and private law firms.

Prior to joining Globalview Advisors in 2006, Cristina was a Financial Analyst at Sanli Pastore & Hill, Inc. She is currently a Member of the Corporate Partners Committee of the National Association of Women Business Owners-Orange County (NAWBO-OC).

Cristina received both her JD and MBA from Pennsylvania State University and her BA in Psychology, with a specialization in Business Administration, from the University of California, Los Angeles. She has successfully completed the business valuation curriculum of the American Society of Appraisers (ASA).

JIA WU

Valuation Consultant

jwu@globalviewadvisors.com
+1 949 748 8091

Jia is a Valuation Consultant in our Irvine Office. She contributes to a number of engagements comprising business valuation for mergers and acquisitions, purchase price allocation, goodwill impairment, and IP and financial instrument valuation for U.S. GAAP and IFRS purposes.

Prior to joining Globalview Advisors in 2014, Jia worked as a macroeconomics research intern at Lombard Street Research in London, and a licensed financial representative and investments operations intern at Northwestern Mutual in Los Angeles. She is fluent in Cantonese and Mandarin.

Jia received her BS from the College of Business Administration, in Finance, Real Estate, and Law, with a minor in Economics from California State Polytechnic University, Pomona.