EntrepreneurShares Valuation Services Visit our website www.ersval.com Visit our website www.ersval.com
About EntrepreneurShares
At EntrepreneurShares Valuation Services (EVS) , we believe in delivering the highest quality work product. Our team of experts comprises leading professionals in capital markets, academe, trading and fund management and our opinions are requested frequently on major media outlets (CNBC, Fox Business, Yahoo Finance, Bloomberg, etc.). Over the years, our group has led pioneering efforts in delivering state-of- the-art fund solutions regarding private and public entrepreneurial companies. We know how to focus on the key value drivers for an enterprise and address nuances related to private-to-public valuations, illiquid markets, concentrated ownership and changing market conditions.
STRICTLY PRIVATE AND CONFIDENTIAL
Service Offerings
Business Valuations
Fairness Opinions
SPAC Valuations
Services
Solvency Opinions
Derivatives Valuations
Warrant Valuations
Forward Share Purchase Agreement Valuations
STRICTLY PRIVATE AND CONFIDENTIAL
Key Differentiators
Experienced Management Team
Trusted Media Contributors
Registered Investment Advisor (RIA)
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Experienced Management Team
Rahul M Raj Senior Analyst
Joel Shulman, Ph.D., CFA Chairman & Chief Executive Officer Professor of Entrepreneurship, Babson College
Eva Ados Chief Operating Officer
• Founder, managing director and CIO of ERShares
• Chief Operating Officer of ERShares
• Senior Analyst – Portfolio, Finance & Strategic Initiatives at ERShares
• Created two new investment strategies
• Tenured Professor of Entrepreneurship at Babson College.
• Rich Transactions Consulting Experience from Ernst & Young
• Masters in Business with focus in Innovation and Technology and winner of multiple Entrepreneurship & Leadership competitions
• Previously founded and sold The Shulman CFA Review.
• MBA in Quantitative Finance & Entrepreneurship from Babson College
• World Bank consultant set-up capital markets central Asia
• Ph.D. in Finance, CFA charter holder and an MPA from Harvard University
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Affiliated Management
Grant Grigorian Chief Financial Officer, Car Saver
Bradley George, Ph.D.
Jeff Mortimer
Former CIO of Charles Schwab
Professor, Babson College
• Chief Financial Officer of CarSaver
• 30 Years Experience working with startups and corporate ventures, with a focus on early-stage, pre- public firms.
• Chairing the Investment Strategy Committee at BNY Mellon Wealth Management
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Previously COO for CarSaver
• Worked for Aperion Capital Acquisition Corp. as Sr. Advisor – Acquisitions & Partnerships
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CFO positions in Ford’s South African and Argentine operations and global controller role for vehicle development finance
• 30+ years of experience in the financial services industry
• Associate Professor of Entrepreneurship at Babson College (ranked #1 in the US in Entrepreneurship)
• Prior to BNY Mellon, Charles Schwab Investment Management for 13 years, eventually serving as Chief Investment Officer
▪ Formerly strategy and business development lead for Ford’s Asia Pacific region
• BS and Meng in Mechanical Engineering from the University of Louisville, MBA from the University of Northern Iowa and an MS and PhD in Strategy and Entrepreneurship from Indiana University.
▪ Served on the boards of a number of Ford affiliates and joint ventures
Value-add support from proposed top-tier affiliated management with significant relevant industry experience 6
STRICTLY PRIVATE AND CONFIDENTIAL
Experienced Media Contributors
Joel Shulman, Ph.D., CFA Chairman & Chief Executive Officer
Eva Ados Chief Operating Officer
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Registered Investment Advisor (RIA)
EntrepreneurShares is a Registered Investment Advisor (RIA) that follows the Investment Advisers Act of 1940 rules where the law requires businesses that dispense professional investment advice to register with the Securities and Exchange Commission (SEC)
Government Oversight and Enforcement
Compliance with SEC Regulations
RIA
Transparent Public Disclosures
Fiduciary Duty
Thresholds for Maintaining Registration
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Target Client Base
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Demonstrated Track Record – Key Transactions Supported
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Demonstrated Track Record – Key Transactions Supported
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Demonstrated Track Record – Key Transactions Supported
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Demonstrated Track Record – Key Clients Supported
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Your Partner for Success
Seamless Integration and Positioning
Strategic Sourcing and Acquiring
Entrepreneurial Execution
Transaction Execution
Expeditious Product Delivery
Right Deal, Price, Timing
Rigorous and Comprehensive Analysis
Pipeline of Proprietary Deal Flow
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Contact Us
General Contact Email: info@ershares.com Tel: +1 (617) 279-0045 Address: 175 Federal Street, Suite 875 Boston, MA 02110
EntrepreneurShares Valuation Services Visit our website www.ersval.com Visit our website www.ersval.com
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