ASAE - Willamette Management Associates

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About

Audit Providers / Services, Risk Management

2 More

Consultants

Legal

Headquarters

33 Riverside Ave, Westport, CT 06880-4223, USA

Willamette Management Associates

Excellence in Valuation and Forensic Analysis with Unmatched Industry Expertise

Founded in 1969, this company is a distinguished entity within the Association industry, recognized for providing comprehensive valuation analyses, damages and forensic analyses, as well as transactional opinions. Catering to a diverse client base that includes substantial private companies, Fortune 500 multinational corporations, legal professionals, family offices, financial advisors, and government and regulatory agencies, the firm has established its reputation on a steadfast commitment to professional best practices and quality assurance procedures. Initially focusing on public company securities valuations and investment advice, they have expanded their expertise to offer closely held business valuation services, particularly following the passage of ERISA in 1974.

Over the years, the organization has become known for its thought leadership in valuation and forensic analysis, with its analysts authoring respected textbooks and contributing to prestigious professional journals. With regional offices in key cities across the United States, the firm serves both nationwide and international markets. Acquired by Citizens Financial Group, Inc. in 2021, it operates as a subsidiary, bringing a rigorous approach to its services, designed to withstand audits and regulatory examinations, and challenges in a litigation environment. The team consists of highly credentialed professionals with extensive experience, underpinning their services related to taxation, forensic analysis, expert testimony, and transaction opinions.