Jeff Balcombe

Jeff Balcombe

CPA* / ABV / CFF / CGMA, CFA, ASA

President and Chief Executive Officer

Jeff Balcombe is President, Chief Executive Officer, and Partner of BVA Group. As CEO, Mr. Balcombe leads the firm’s management committee and is involved in all aspects of overseeing the firm’s services, including valuations, financial advisory services and dispute consulting.

Mr. Balcombe has extensive knowledge of various industries and has testified over 70 times in depositions and at trials/hearings on issues related to general commercial damages including economic damages and lost profits analyses, patent and copyright infringement, misappropriation of trade secret violations, purchase price disputes, wrongful contract termination, shareholder disputes, financial fraud allegations, securities class actions, and valuation issues, including the valuation of businesses and business interests, as well as fairness, solvency, and reasonably equivalent value analyses. He has been involved in numerous appraisal processes as an independent appraiser and as a third-party neutral. On numerous occasions, Mr. Balcombe has assisted, or participated, in mediations and given mediation presentations to mediators, management parties, and insurance carriers. Mr. Balcombe’s clients range from individual plaintiffs to global companies and investment banks. He has been involved in matters ranging from small commercial disputes to matters with over $25 billion at stake.

Outside of a dispute context, Mr. Balcombe has been involved in hundreds of valuations across numerous industries performed for various purposes, including financial reporting, tax, ESOPs, solvency opinions, and fairness opinions. He leads the firm’s solvency and fairness opinion committees where BVA provides such financial advisory opinions relating to transactions.

In addition to being a Certified Public Accountant* who holds the designation of Accredited in Business Valuation, Certified in Financial Forensics, and Chartered Global Management Accountant awarded by the American Institute of Certified Public Accountants, Mr. Balcombe holds the Chartered Financial Analyst® designation awarded by the CFA Institute, and is an Accredited Senior Appraiser in Business Valuation through the American Society of Appraisers. He is an Expert Commentator, writing about the insurance industry, for the International Risk Management Institute, a highly-ranked website with over 53,000 subscribers, and is one of the Panel of Experts that writes for, and is recognized by, the Financial Valuation and Litigation Expert journal, a periodical that publishes technical valuation and litigation consulting topics and is referenced by those in his profession. Additionally, Mr. Balcombe has given presentations involving valuation and litigation, including continuing legal education events, and is a published author. He co-authored the Financial Valuation: Applications and Models (“FVAM”), 4th Edition (April 2017) and is a contributing author to the FVAM, 3rd Edition (April 2011). At the request of the European Parliament Committee on Economic and Monetary Affairs, he co-authored the study, “Financial Supervision and Regulation in the US: Dodd-Frank Reform” (December 2018).

Mr. Balcombe was the founder and president of Blue Sky Billboards LP, which became one of the fastest-growing outdoor advertising companies in Oklahoma from 2005 through 2011. He led the sale of Blue Sky to a private equity group after a sale process involving multiple bidders. Before joining BVA, Mr. Balcombe was co-founder and chief financial officer of a software company where he was the co-inventor on a patent and was involved in raising significant private capital. Mr. Balcombe was previously with Ernst and Young LLP as an audit professional and a financial advisory consultant, as well as a financial advisory consultant at another firm providing services similar to BVA.

Mr. Balcombe received a Master in Professional Accounting and Bachelor of Business Administration from the University of Texas, where he graduated with honors. He is a member of the American Institute of Certified Public Accountants (Forensic and Valuation Services Section), CFA Institute, Texas Society of CPAs, American Society of Appraisers, and the American Bankruptcy Institute.

In addition to his role at BVA, Mr. Balcombe is a member of the board of directors of Nimbic Systems, Inc., a Houston-based, private-equity-backed medical technology company and is an advisor to a blockchain/cryptocurrency fund. Mr. Balcombe is involved in his church, as well as charitable causes. He has been married since 1995 and has three children.

*Although BVA employs CPAs, it is not a CPA firm.