Todd leverages more than 30 years of corporate and securities valuation experience and specializes in providing fairness opinions, solvency opinions and valuation advice for corporate transactions. Todd has experience across a broad range of industries and has substantial transactional experience in both the software/technology and healthcare services sectors.
Some of Todd’s notable experience includes:
- SAP SE’s (XTRA:SAP) acquisition of Taulia, Inc. and minority equity investment in Icertis, Inc. (fairness opinions)
- HP Inc.’s (NYSE:HPQ) acquisition of the HyperX gaming peripherals business of Kingston Technology Company, Inc. (fairness opinion)
- Qualtrics International Inc.’s (NasdaqGS:XM) acquisition of Clarabridge, Inc. (fairness opinion)
- ZMC’s sale of AdThrive, LLC to a new continuation fund vehicle (fairness opinion)
- Webster Equity Partners’ sale of Bristol Hospice, PharmaLogic and BayMark Health Services to continuation fund vehicles (fairness opinions)
- SunPower Corporation’s (Nasdaq:SPRW) spin-off of its solar module manufacturing business (solvency opinion)
- Verint System Inc.’s (NasdaqGS:VRNT) spin-off off its cyber intelligence business (solvency opinion)
- Annual valuations of Driscoll’s, Inc. for shareholders’ agreement purposes
- Monthly valuations of American Century Investments for recurring repurchases of employee shares
- Numerous leveraged dividend recapitalization transactions for portfolio companies of Vista Equity Partners, The Carlyle Group, KKR, TPG, Hellman & Friedman, Thoma Bravo, ZMC, and others.
Todd received his B.S. in business administration, magna cum laude, from California State University, Northridge. He is a chartered financial analyst (CFA) charterholder and he holds the Financial Industry Regulatory Authority Series 7 and 63 licenses. He is also a member of the CFA Institute and the CFA Society of Los Angeles.
