Appraisal Professionals

Sansome Street Appraisers, Inc. is an appraisal register that contracts with independent appraisal firms to provide business valuation appraisals of private companies. The names and backgrounds of the independent appraisal firms which are engaged by Sansome Street Appraisers, Inc. to provide business valuation appraisals are as follows:

 

Robert A. Ireland, ASA

Robert M. Ireland was previously a Vice President and General Partner of Kelso & Company. Prior to his association with Kelso & Company, Mr. Ireland was a consultant to Transamerica Corporation and Memorex Corporation. From 1970 to 1974, Mr. Ireland was a Security Analyst at BA Investment Management Corporation, a subsidiary of Bank of America NT&SA. Mr. Ireland graduated from Stanford University with an A.B. in Economics in 1965. He received his M.B.A. in Finance from the University of California at Los Angeles in 1967. Mr. Ireland is a senior member of the American Society of Appraisers.

John L. Scripps

John L. (Jack) Scripps graduated from Stanford University with an A.B. degree in Economics in 1966, and received his M.B.A. degree in Finance from Stanford in 1968. Mr. Scripps previously served as the chief financial officer for three privately held corporations and as a systems analyst for the U.S. Department of Defense.

M.O. “Tony” Weinress

M. O. “Tony” Weinress has been active in providing investment banking and merger and acquisition services for middle market companies for over ten years. He has been an officer of a major New York Stock Exchange member firm, operated an investment subsidiary for a predecessor of Union Bank, and helped found and operate a Small Business Investment Company in Southern California. Mr. Weinress received his B.A. degree from Princeton University and an M.B.A in Finance from Columbia University.

Linda Holmes-Rubin

Linda Holmes-Rubin established ForCapital Associates in 1996 to provide investment banking, financial consulting and valuation services to small and medium-sized companies. Prior to forming ForCapital Associates, Ms. Holmes-Rubin was Director of Corporate Finance, Atlanta Regional Office, for National Securities Corporation, where she also provided investment banking and valuation services to both private and public companies. Prior to that, she was a Vice President, Atlanta Regional Office, of the First National Bank of Chicago and an Assistant Vice President, Atlanta Regional Office, of Citicorp.

Scott H. Present

Scott Present has over 25 years of experience in business valuation, corporate finance and management consulting. He conducts valuations for ESOP, fairness opinion, merger and acquisition, divestiture and recapitalization, estate and gift tax, contract and shareholder dispute, and related business purposes. He has also served in chief financial officer positions in healthcare and manufacturing firms. Mr. Present holds an M.B.A. degree from Harvard Business School and an A.B. degree from Harvard College.

Brian J. Pomerantz

Mr. Pomerantz has over 20 years of experience as a financial advisor to middle market companies.

Prior to joining Sansome Street Appraisers, Mr. Pomerantz was President and Chief Executive Officer of Media Enterprises, LP, Chicago, IL., a holding company for trade publications. Prior to that, Mr. Pomerantz was Chief Financial Officer of CMX, Inc., a Northfield, IL business firm consulting. Prior to joining CMX, Mr. Pomerantz was the Founder and Managing Principal of Ascent Financial, LLC, a private equity firm founded in partnership with a seventy-person financial consulting firm.

Mr. Pomerantz’s valuation experience includes valuations of middle market companies, start-ups, real estate and intellectual property. Having acquired, invested in and run middle market companies, Mr. Pomerantz brings a “real world” perspective towards understanding the unique aspects of value.

Mr. Pomerantz received his Bachelor of Science degree in Finance from Indiana University, and his MBA degree in Finance and Strategy from Northwestern University’s Kellogg Graduate School of Management.

Richard J. Cadenasso

Richard J. Cadenasso has extensive experience in providing valuation and merger and acquisition advisory services to both public and private companies. Most recently he has advised start-up and small to medium-sized companies in financial matters including, mergers, acquisitions, valuations, forecasting, and capital sources and formation. Prior to founding his own consulting practice in 1998, he was a Managing Director in the investment banking division of Montgomery Securities (now Banc of America Securities) where he specialized in mergers and acquisitions and was a member of the firm’s Fairness Opinion Committee. Mr. Cadenasso co-founded Montgomery Securities’ Middle-Market Financial Advisory Services Group in 1990. He started at Montgomery Securities in 1982 as a member of the firm’s Operations Department.

Mr. Cadenasso has a B. S. in Business Administration from California State University, Sacramento with concentrations in both Finance and Real Estate and Land Use Affairs.

Greg P. Tesone, ASA

With over a decade of full-time business appraisal experience, Greg formed Center Point Business Valuations, LLC in 2007 to focus exclusively on valuation issues that companies face today. The demands of the IRS, SEC and FASB regulatory environment require a firm dedicated exclusively to the field of valuation.

At Center Point, Greg is responsible for leading, developing, and directing the growth of the company’s business appraisal services in addition to managing a team of analysts. Greg also provides litigation support, expert witness testimony, and valuation consulting services.

Prior to forming Center Point, Greg co-founded Equity Valuation Group where he oversaw the company’s analysts, service areas, marketing and sales effort. Before joining EVG, Greg spent eight years with ValueNomics, a Silicon Valley-based business valuation firm where his duties included managing ValueNomics’ San Diego office. Prior to this, he was an analyst with a Southern California-based investment banking firm.

Greg is an Accredited Senior Appraiser (ASA) through the American Society of Appraisers and is a graduate of San Diego State University business school with an emphasis in finance.

Richard B. Weiss, ASA

Richard Weiss has extensive valuation experience in transaction advisory groups of Big-4 accounting firms and regional valuation companies. Richard was a principal in the Financial Advisory Services department in Deloitte & Touche LLP and led a large group of analysts. Richard has conducted valuations of companies ranging from multinational conglomerates to small businesses in connection with ESOP transactions and annual ESOP updates, fairness opinions, mergers and acquisitions, corporate restructurings, recapitalizations, gift and estate tax compliance, intangible asset valuations for purchase price allocation and goodwill impairment tests, employee stock option valuations for financial reporting compliance, and valuation for marital dissolutions. Richard’s experience encompasses a broad array of industries, including, but not limited to, manufacturing, wholesale, distribution, retail, banking, pharmaceutical, oil and gas, automotive, mining, electric utilities, petrochemical, chemical, information technology, software, insurance, engineering and architectural services, transportation, real estate, construction, health care, consulting services, and leisure.

Richard is an Accredited Senior Appraiser (ASA) in Business Valuation through the American Society of Appraisers and is a graduate of University of North Carolina at Wilmington business school with an emphasis in finance and accounting. Richard is a member of ESOP association, National Center for Employee Ownership (NCEO) organization, American Society of Appraisers, and CFA Institute.

Wilfredo Rodriguez CPA/ABV, CVA

Mr. Rodriguez leads the Valuation department at Pender Newkirk & Company LLP (PNC). He provides valuation services that includes valuation of closely-held businesses used for estate & gift reporting, financial reporting, litigation support, employee stock ownership plan (ESOP), fairness opinions and merger and acquisition support. His valuation experience covers a variety of industries including manufacturing and distribution, computer software, medical supplies and service companies to name a few. Before joining PNC, he worked at a national financial services firm where he provided estate planning and valuation services exclusively for high net worth clients and business owners. While at the financial services firm, he was the divisional leader for the Southern region for valuation services and supported his colleagues nationally as needed. Prior to this, Mr. Rodriguez was at a CPA firm and involved in various tax compliance, consulting engagements including business valuations and business consulting.

 

Anne R. Meltzer CPA/ABV

Ms. Meltzer, Managing Director of Tucker & Meltzer, LLC, has been providing business valuation services since 2000. She has been involved with business valuations for business acquisition and divestiture, estate and gift tax planning, ESOPs, complex estate freezes, and buy-sell agreements.

Providing financial and operating consulting services for the last 15 years of her career, Ms. Meltzer’s work includes financial forecasts and projections, budgeting, feasibility studies, and offering memoranda. While she worked in many industries, she specialized in healthcare. She is a Medicare expert, primarily within the long term care industry and has a comprehensive understanding of federal regulations, cost reporting and payment systems.

Ms. Meltzer has over 15 years of accounting, consulting, and valuation experience. At The Baker-Meekins Company, she was involved in many business valuations for operating entities as well as holding companies. At American Express Tax and Business Services and its predecessor firm, Wolpoff and Company, Ms. Meltzer was a member of both the Corporate Finance team and the Healthcare Team. Within Corporate Finance, she worked on valuations, forecasts and offering memoranda. Besides her work as the Healthcare Team’s Medicare expert, she was very involved in the Certificate of Need process for many long term care facilities in the early 1990s and was a leading driver of the marketing efforts of the team during her tenure there.

Ms. Meltzer is a Certified Public Accountant. She received her B.S. degree in 1990 in accounting from the University of Maryland.

 

S.G. Brooke Tucker, ASA

Mr. Tucker, Managing Director of Tucker & Meltzer, LLC, has managed and performed over 500 business valuation engagements since 1995, including business valuations for business acquisition and divestiture, estate and gift tax planning, ESOPs, complex estate freezes, buy-sell agreements and litigation matters.

Mr. Tucker has provided financial advisory and consulting services in over 100 M&A and private placement transactions since 1990. He is experienced in the placement of senior debt, mezzanine and equity financing in support of transactions.

Mr. Tucker has 30 years of financial experience including asset-based lending, business valuation, debt restructuring, debt and equity placements, venture capital and financial and transaction advisory in mergers and acquisitions. At American Express TBS, Mr. Tucker was a member of the National Business Valuation Committee and was the Business Valuation Practice Leader for the Baltimore/Washington offices.

Mr. Tucker was the founder of the Corporate Finance (=1990), Banking Services (1992) and Business Valuation (1995) Practice Groups for Walpert, Smullian & Blumenthal, P.A. (predecessor to American Express) in the Baltimore offices. He has been called upon to provide expert witness testimony in financial and business valuation cases.

Mr. Tucker is a member of the American Society of Appraisers. He received his B.B.A. degree in 1974 from Roanoke College.