James (“Jim”) Walling, CFA
Jim is the founding principal of Accretive Strategies Consulting Group. Jim has worked in the consulting, corporate finance, and valuation area for nearly two decades, all of it spent in the dynamic environment of the Silicon Valley. Much of Jim’s career was spent in big four professional services firms but he has also worked with startups and established financial services firms.
Jim has consulted on:
- Value related issues on multi-billion dollar transactions
- High uncertainty capital allocation strategy for Fortune 100 companies
- Complex structure modeling for major Clean-tech firms
- Derivative and structured product modeling and valuation for top PE firms
Jim holds an MBA from Santa Clara University’s Leavey School of Business with a concentration in finance/investments and a BS in Marine Sciences from Stockton State College with a concentration in marine biology. He has spoken, written and taught on corporate valuation, real options, derivative security structures & valuation and advanced equity compensation security design. Jim holds the Chartered Financial Analyst designation and has instructed on alternative asset valuation for the local analyst society CFA review program. He is currently completing his CVA designation.
James (“Jim”) Walling
Lata is a Partner with the Advisory Services and leads the Valuations practice of BDO India. She has specialised knowledge in areas of valuation of business, intangibles, IFRS etc. Lata has carried out valuation for Arbitration/disputes, M&As, and Regulatory based valuation involving regulators such as SEBI, RBI, High Court, Income Tax, etc.
Lata has represented before domestic and international arbitration panel as an expert witness for various corporate and supported counsel for cross examination of counter party valuations etc. She has undertaken 1,000+ valuations in her career. Previously, she was the National Head, Corporate Finance Advisory Services with DH Consultants Pvt. Ltd., and a Partner with BDO Haribhakti Consulting Pvt. Ltd.
Lata is a Chartered Accountant from the Institute of Chartered Accountants of India.
Sam Renwick, CFA
Sam is the founding principal of RNA Capital Advisors. Sam has worked in the consulting, deal advisory, and valuation area for over two decades, with a focus on life sciences and IP-centric technology companies. He combines his breadth of industry knowledge with deep expertise in finance and financial models to create compelling communications regarding the value proposition of an asset, portfolio of assets or a company. He has worked with well over 600 life sciences and technology companies in his career and has published whitepapers on several topics.
- UCLA Anderson Business Honor Society
- CFA Institute
- Chartered Financial Analyst Society of San Francisco
- Member, Fair Value Forum
- Licensing Executive Society
Sam holds an MBA in Finance from UCLA Anderson and has received J. Fred Weston award for Academic Excellence in Finance. Sam holds the Chartered Financial Analyst designation.