Sam Makin is responsible for executing a variety of engagements related to valuation and other financial advisory service engagements.  These engagements span complex securities, intellectual property, employee stock ownership plans, valuation opinions for tax (including corporate and gift and estate), financial reporting (with a focus on “fair value” accounting for purchase price allocations), and transaction advisory purposes including fairness opinions.  Mr. Makin has served clients in a variety of industries, including financial services, engineering and construction, industrial manufacturing, oil and gas, media and entertainment, technology, and real estate development.

Mr. Makin graduated Summa Cum Laude from Southern Methodist University with a Bachelor of Business Administration and minors in Economics and Spanish.  During his time at SMU, he interned at Expedia Group, Inc., in the finance department, and a private real estate investment firm in Dallas.