As a member of the ESI team since 2022, he analyzes the financial performance of privately-held companies, including those with employee stock ownership plans. Nate’s expertise includes gathering and analyzing due diligence information, market data, and economic and industry trends. He is qualified in his field, holding the FMVA (Financial Modeling & Valuation Analyst) certification from the Corporate Finance Institute, a globally recognized certification for finance professionals. With his strong analytical skills and understanding of financial and accounting principles, Nate is well-suited to provide accurate and insightful information to aid in valuations of private companies.


  • BA – Finance – University of Wisconsin – Whitewater
  • FMVA®– Certified Financial Modeling & Valuation Analyst
  • ABV – Accredited in Business Valuation
  • CFA® – Chartered Financial Analyst