Antonella Puca, CFA, CPA/ABV - Managing Director

Antonella Puca is a Managing Director with at Management Planning, Inc. (MPI) in New York. Ms.
Puca specializes in the valuation of private equity and venture-backed companies for financial and
tax reporting, M&A transactions, buy-sell agreements, estate planning and litigation purposes.
With more than 20 years of experience in the alternative investment industry, Ms. Puca has particular
expertise in providing valuations of early-stage companies at fair value to private equity, venture
capital and hedge funds, including the use of option pricing models and Monte Carlo Simulation.
Ms. Puca has extensive experience in the valuation of financial instruments of privately-held
companies, including common and preferred stock, term loans, convertible bonds, stock options,
warrants, SAFEs, earnouts, and of SPAC-related securities. She has valued companies in most major
industry groups including technology, healthcare, mining, manufacturing, utilities,
telecommunications, retail and service industries.
Ms. Puca is currently serving on the Business Valuation Committee of the American Institute of
Certified Public Accountants (AICPA) and as a consultant on the CFA exam development team. She
has served as a member of AIMA’s research committee, as a director and treasurer of the Board of
the CFA Society of New York and as a Director at CFA Institute in the area of GIPS, ethics and
professional standards.
Prior to joining MPI, Ms. Puca has held positions at various valuation advisory firms, KPMG, RSM
US and EY in San Francisco and New York.
Ms. Puca is the author of Early Stage Valuation (Wiley: 2020) and a frequent presenter and author
on valuation and alternative investment topics.
Antonella has received the 2021 Volunteer of the Year Award – Valuation Services of the American Institute of Certified Public Accountants.


Antonella Puca
Master in Law Studies in Taxation from NYU School of Law
Member of the CFA Institute and of the AICPA
CFA charter and is licensed as a CPA in California and in New York
Certified in Entity and Intangibles Valuation (CEIV)
Accredited in Business Valuation by the AICPA

Contact Antonella Puca, CFA, CPA/ABV

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