January 15, 2014 (Washington DC) – Cortland Valuation Group, Inc. (“CVG”), a business valuation and management consulting firm specializing in tax planning and compliance, financial reporting, and mergers and acquisitions, is pleased to announce its merger with The Windward Group, Inc. (“TWG”).
Merging additional San Diego-based professionals from TWG significantly enhances CVG’s ability to conduct complex intellectual property valuations and financial reporting business valuation engagements, including Purchase Price Allocation (ASC 805), Goodwill and Intangible Asset Impairment (ASC 350), Long‐lived Asset Impairment (ASC 360), Stock Option Expense (ASC 718), Fair Value Analysis of Portfolio Holdings for Private Equity and Hedge Funds (ASC 820), and Fresh Start Accounting.
These professionals bring unique valuation experience, led by John B. Jackman, CFA, now a Vice President and Managing Director at CVG, gained from over 15 years of experience in the industry at both large and small consultancies. This directly complements CVG’s existing expertise and will offer clients a compelling full breadth of valuation services. Mr. Jackman stated “CVG and TWG have worked closely together for a number of years. Our collective growth historically has been organic in nature but we believe there is currently a compelling case for a strategic merger of the two firms, where there exists a strong cultural fit and clear path for integration. The merger will result in direct benefits to our clients, namely a platform with a deeply qualified staff, greater resources and capabilities, and a broader range of key advisory services.”
Margaret Fischer, CFA, ASA founder of CVG and its President and Managing Director, added: “John and I have always had very similar visions with regard to both our firm operations, and our client service and expectations. These synergies have already proven to make this a winning combination just two weeks into the New Year. I am very excited about the opportunities that lie ahead.”
About CVG
Through its business valuation and advisory business, CVG provides in-depth, quality guidance to its clients. CVG is an independent national firm serving a full spectrum of clients, from early stage companies to the middle-market and larger corporations; as well as law firms, hedge funds and private-equity funds, accounting firms, and other financial advisors.
To contact CVG, please call Margaret Fischer directly at 619.339.3007 or John Jackman at 858.480.7065.