Josh Schaeffer leads the complex securities valuation practice for Equity Methods. Drawing from deep experience in valuation of a wide range of financial instruments, Josh is committed to provide valuation solutions that meet client needs and pass the highest level of audit scrutiny.
Josh has worked closely with finance executives across a broad range of public and private firms. He has led teams to value instruments such as equity, debt, and interest rate related derivative securities; executive compensation agreements; private companies; partnerships; earnouts; and guarantees.
Before joining Equity Methods, Josh worked with Deloitte Financial Advisory Services and Cornerstone Research, focusing on valuations of businesses and investments for financial reporting, tax, consulting, litigation, and arbitration purposes.
Josh holds a BS in economics and math from the University of Rochester and a PhD and MBA in finance from the University of Chicago Booth School of Business.