Apex bolsters valuation team
20 March 2023 US
Image: Apex
Apex Group has appointed Anthony Alfonso as global head of valuation.
Based in Phoenix, Alfonso will be responsible for product innovation and service delivery of valuation advisory services.
Alfonso brings more than 25 years of financial services experience. In addition to equity and debt securities, Alfonso is also experienced in valuing complex financial instruments, including cryptocurrency, contingent consideration, options and swaps, involving predictive modelling.
Alfonso joins Apex from accountancy and advisory firm BDO, where he was most recently global valuation leader in its International Capital Finance Group.
Alfonso co-led the US corporate finance practice at BDO and was the valuation and capital markets analysis national managing principal. Alfonso began his career with roles at Mellon Bank, Arthur Andersen, KPMG and Houlihan Lokey.
Apex offers valuation services to private equity and debt funds, hedge funds, venture capital, mutual funds, structured credit, family offices, pension funds as well as corporates and insurance companies.
Georges Archibald, chief innovation officer and managing director, Americas at Apex, comments: “In an environment of uncertain global financial markets, growing conflicts of interest and emerging regulatory challenges, it is more important than ever for asset managers to partner with experts to help them navigate the portfolio valuation process and provide objective advice.
“We are delighted to welcome Tony, a leading industry expert who has an impressive track record of helping clients in their reporting requirements.”
Alfonso adds: “Global regulatory developments continue to impact valuation practices in the asset management industry and necessitate greater valuation support as well as evidence of a proper control infrastructure – all of which Apex Group, as an independent, global financial services provider, is well equipped to provide.”
Based in Phoenix, Alfonso will be responsible for product innovation and service delivery of valuation advisory services.
Alfonso brings more than 25 years of financial services experience. In addition to equity and debt securities, Alfonso is also experienced in valuing complex financial instruments, including cryptocurrency, contingent consideration, options and swaps, involving predictive modelling.
Alfonso joins Apex from accountancy and advisory firm BDO, where he was most recently global valuation leader in its International Capital Finance Group.
Alfonso co-led the US corporate finance practice at BDO and was the valuation and capital markets analysis national managing principal. Alfonso began his career with roles at Mellon Bank, Arthur Andersen, KPMG and Houlihan Lokey.
Apex offers valuation services to private equity and debt funds, hedge funds, venture capital, mutual funds, structured credit, family offices, pension funds as well as corporates and insurance companies.
Georges Archibald, chief innovation officer and managing director, Americas at Apex, comments: “In an environment of uncertain global financial markets, growing conflicts of interest and emerging regulatory challenges, it is more important than ever for asset managers to partner with experts to help them navigate the portfolio valuation process and provide objective advice.
“We are delighted to welcome Tony, a leading industry expert who has an impressive track record of helping clients in their reporting requirements.”
Alfonso adds: “Global regulatory developments continue to impact valuation practices in the asset management industry and necessitate greater valuation support as well as evidence of a proper control infrastructure – all of which Apex Group, as an independent, global financial services provider, is well equipped to provide.”
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