Experts & Advisors
Michael Stacey
Managing Director
Michael Stacey is a Managing Director at Ankura, based in New York City. Michael specializes in the valuation of companies, legal entities, minority interests, debt instruments, and various intangible assets with an in-depth focus on providing these valuations for U.S. and international tax purposes, as well as for financial reporting purposes where necessary.
Experience
Michael has worked in both London and New York providing valuation analyses for U.S and international tax purposes for organizations worldwide, specifically:
- Intercompany valuation of legal entities and intangible assets
- Intercompany interest rate and debt capacity analyses, including preferred stock coupon rates
- Pre-acquisition diligence of tax valuation matters
- Assessment of valuation positions for tax insurance purposes
- Valuation of intangible assets as part of internal reorgs, including customer relationships and customer contracts, IPR&D, developed technology, trade names and trademarks, patents, and various other forms of intellectual property
- Legal entity, and intangible asset valuations for IRC Section 1060 and international tax allocations
- IRC Section 280(g) – non-compete and non-solicit agreement valuations
- Personal goodwill valuations
- FIRPTA testing – enterprise valuations
- Emerging company valuation
- NOL limitation and built-in gains – valuations of companies and legal entities
- IRC 409(A) valuations
- 83(b) valuations
- Valuation of entities and fractional interests for gift and estate tax purposes
- Michael also provides purchase price allocation valuations for ASC 805 financial reporting purposes, as well as valuations for goodwill impairment testing under ASC 350 and ASC 360.
- Education
- BA, University College London, UCL
- Certifications
- Certified in Entity and Intangible Valuations, ASA
- Advanced Chartered Accountant, ICAEW
- Affiliations
- ICAEW
