Derek has advised hundreds of business owners and companies in numerous industries on a variety of transaction and consulting projects in his career.
Derek works with a variety of privately-held and public companies, individuals and families, private equity, and investment funds, on issues related to raising capital, M&A, stock issuance, complex financial instruments, tax and succession planning, and litigation and shareholder disputes, including expert witness testimony.
With more than 15 years of experience in corporate finance and business valuation, Derek has spoken at numerous events nationally. Prior to joining the firm in 2016, Derek was an investment banker and a wine brand owner in Napa.
- American Society of Appraisers and the Denver Chapter, member
- Association for Corporate Growth (ACG), member
- Brewers Association, member
Speaking engagements
- Business valuations & exit planning, Texas Hill Country Wine Symposium, February 2024
- Valuing beverage alcohol companies, ASA Houston Chapter, October 2022
- Craft beer business leader roundtable, California Craft Brewers Association (CCBA) Spring Conference, April 2022
- Business valuation, succession, & estate planning, Colorado Association for Viticulture & Enology (CAVE) VinCO Conference, February 2022
- Vineyard & winery accounting, tax, & valuation issues, Texas Wine & Grape Growers Association (TWGGA) Grape Camp, November 2021
