John Agogliati, CFA, ASA is a Senior Managing Director and National Practice Leader of Transaction Advisory Services for Marshall & Stevens, Incorporated. Mr. Agogliati is responsible for all fairness opinion and solvency opinion engagements at Marshall & Stevens. He also serves as a business valuation expert for a variety of commercial disputes.
Under his practice leadership, in 2022, Marshall & Stevens was recognized by Statista as the leading SPAC financial advisor in terms of aggregate deal volume and one of the top five SPAC financial advisors in the United States in terms of the number of deals advised on.
Mr. Agogliati has been designated as an expert in over 45 matters and has consulted attorneys on hundreds of matters throughout his career. He has testified over 20 times, including both deposition and trial appearances.
He earned an undergraduate degree in chemical engineering, an MBA in finance - both from Lehigh University - and has been practicing in the field of business valuation for over 25 years. Mr. Agogliati is a CFA¨ Charterholder and an Accredited Senior Appraiser in Business Valuation.
Founded in 1932, Marshall & Stevens assists public and private companies, investors, and trusted advisors with mergers, acquisitions, divestitures, financings, financial reporting, tax planning and reporting, as well as matters of dispute, insurance, and compliance.
Marshall & Stevens is relied upon for independent fairness opinions, solvency opinions, transaction advisory, and valuations of businesses, equity and debt instruments, as well as intangible and tangible assets including real estate.
The litigation and forensics specialists at Marshall & Stevens perform investigative accounting, valuation, damages calculations, expert witness services, and consulting for commercial disputes, divorce, family law, bankruptcy, restructuring, and receivership, as well as regulatory disputes.
Since 2023, Marshall & Stevens has grown three-fold with the acquisition of complementary firms including Acuity Advisors, Lone Peak Valuation Group, Reliant Business Valuation, Rocky Mountain Advisory, Value Consulting Group, and ValueScope.
