Aaron Read

Aaron Read

Director

New York Valuations & Opinions aread@lincolninternational.com +1 (917) 423-6842

I offer an independent perspective as well as insightful, value-enhancing and realistic solutions in all situations for my clients.

Who We Are / Our People / Aaron Read

Aaron provides valuations and market insights to clients that hold complex financial instruments with a focus on structured credit and complex assets. He works closely with institutional money managers, hedge funds, insurance companies, consulting firms and law firms.

Aaron has more than 20 years of experience in financial markets and specializes in the structured products industry. He is a trusted advisor and has counseled clients on a wide variety of valuation matters.

Prior to joining Lincoln, Aaron was a Director at Kroll providing valuation services in the financial instruments and technology group. Before that, Aaron spent two decades in portfolio management and trading. This included 10 years on buy-side advisory with BlackRock and Bluemountain Capital and 10 years on broker dealer trading desks such as Cantor Fitzgerald and Gleacher.

Aaron has a Master of Science in financial engineering from Columbia University and a Bachelor of Science in industrial engineering from the University of Rhode Island.

Recent Transactions in Valuations & Opinions

Lincoln International advised Phoenix Equity Partners in completing a multi-asset continuation vehicle transaction involving Nineteen Group and Envisage Dental

Lincoln International advised Chain Bridge Bancorp, Inc. regarding dual-class stock structure implementation in connection with an IPO

Business Services | Financial Institutions

Lincoln International advised Midwestern Electric, a portfolio company of CAI Capital Partners, on its partnership with Bear Electric

Lincoln International advises Krayden on the acquisition of Aerospheres

Aerospace & Defense

Lincoln International advised Liberty Hall Capital Partners on completing a single asset continuation vehicle involving Comply365

Lincoln International advised Griid on its agreement to merge with CleanSpark

Lincoln International advised Vector Laboratories in its merging with Absolute Biotech

Lincoln International advised HCI Equity Partners on completing a multi-asset continuation vehicle transaction involving ACR and Tech24

Business Services

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Meet our Senior Team in Valuations & Opinions

I view working with clients as a partnership that is collaborative, insightful and transparent and deliver with the highest level of service, attention and execution.

Smitha Balasubramanian

Managing Director

Chicago

I enjoy navigating complex scenarios in real time to provide independent and trustworthy valuation advice.

Nick Baldwin

Managing Director

London

I find immense fulfillment in enabling clients to achieve their objectives and navigate the complexities of today's ever-changing landscape.

Chris Croft

Managing Director & Co-head of Transaction Opinions

New York

Individual board members have different levels of sophistication and I find it my obligation to distill the financial information in sometimes complicated, bet-the-firm transactions into easy to understand presentations.

William Epstein

Managing Director

Los Angeles

I am committed to delivering ‘high touch’ client service and thoughtful advice, based on an analytical approach grounded in relevant transaction experience.

Michael Fisch

Managing Director

Chicago

I enjoy sharing insights about market and valuation trends with my clients, while also leading a differentiated and high-touch process.

Brian Garfield

Managing Director & Head of U.S. Portfolio Valuations

New York

I enhance my clients’ decision making and governance processes by providing independent and objective financial advice in a highly responsive manner.

Chris Gregory

Managing Director & Co-head of Transaction Opinions

New York

Leading high-performing and engaged teams who share my enthusiasm for supporting client objectives with high quality work is a key motivator for me.

Varun Gupta

Managing Director

Mumbai

I find every day has a new opportunity or situation to solve. I seek to understand my clients’ point of view and how it fits with the market at the time of a valuation.

Neal Hawkins

Managing Director

Chicago

I am passionate about combining my background in capital markets and private credit transactions with sound valuation principles to provide clients with market-leading perspectives and advice.

Robert Horak

Managing Director

Chicago

I enjoy the opportunity to provide clients with insightful and unbiased advice that will help them make the most informed decisions possible.

Ron Kahn

Managing Director & Co-head of Valuations & Opinions

Chicago

I provide senior-level attention and in-depth industry, transaction and valuation expertise to benefit clients in the continuously evolving marketplace.

Lawrence Levine

Managing Director

Chicago

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