Corey Johnson, MBA is a seasoned finance professional with nearly a decade of experience spanning investment management, wealth management, and equity research. As a CFA Level III candidate (results pending), he has developed deep expertise in company valuation, financial statement analysis, and capital markets strategy, making him well-equipped to advise business owners on maximizing enterprise value in an M&A context.

Throughout his career, Corey has worked extensively in portfolio management, asset allocation, and investment strategy, advising high-net-worth clients and institutional investors on risk-adjusted returns. His background as a buy-side equity analyst further refined his ability to conduct in-depth due diligence, assess investment opportunities across industries, and collaborate with management teams to evaluate strategic growth initiatives. He also has a strong command of discounted cash flow (DCF) modeling, comparable company analysis, and transaction multiples, which are essential in mergers and acquisitions advisory.

Beyond his technical expertise, Corey has a proven ability to cultivate client relationships, translate complex financial data into actionable insights, and drive business development initiatives. His deep industry experience, entrepreneurial mindset, and strong professional network uniquely position him to help clients navigate valuation, deal structuring, and transaction execution to achieve optimal outcomes.