Thomas C. Berg, Jr., CFA, ASA, CVA - Managing Director

Tom is a Managing Director at MPI and leads its San Francisco office. Tom’s valuation experience spans over two decades and includes several years as an investment bank securities analyst. He has provided valuation services for some of the wealthiest families and largest privately owned companies in the US. He has worked on numerous valuation and transaction projects which spans a wide range of business and asset types. He has performed valuation services for estate and gift tax, corporate and personal income tax, international tax restructuring, merger and acquisition, financial reporting, shareholder buyout and dispute, and ESOP purposes. Furthermore, he has served numerous times as an expert witness in regard to valuation disputes. He has published articles on various valuation topics, given presentations on valuation topics at professional conferences, and lectured on valuation at the graduate level.

Prior to joining MPI, Tom co-led Deloitte Advisory’s US estate, gift and GST tax valuation practice. Prior to that he was a shareholder of FMV Opinions, Inc. and co-led its San Francisco office. Also, he worked as a securities analyst for JMP Securities where his research team was selected by The Wall Street Journal as the top research group in the real estate sector (including industries such as mortgage origination, mortgage investment, auto finance, consumer finance commercial real estate finance and business development). Earlier in his career, Tom served as a senior analyst for Bernstein, Phalon & Conklin and worked as an analyst in Arthur Andersen’s valuation services group.

Thomas C. Berg Jr,
Education
Bachelor of Business Administration in Finance - Southern Methodist University, 1997
Affiliations
Chartered Financial Analyst (CFA) designation – CFA Institute, 2001
Accredited Senior Appraiser (ASA) designation – American Society of Appraisers, 2009
Certified Valuation Analyst (CVA) designation - National Association of Certified Valuation Analysts, 2010
Certified Patent Valuation Analyst (CPVA) designation – The Business Development Academy, 2014 (inactive)

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