Sam Jeffery

Background

Sam is a member of KPMG’s Deal Advisory and Strategy Practice, advising clients on technical accounting and financial reporting related to mergers, acquisitions, divestitures, spin-offs and initial public offerings, and ESG reporting principally with public companies registered with the U.S. Securities and Exchange Commission. In addition to his experience in the Silicon Valley, Sam has also advised on numerous cross-border engagements across Europe, Asia and Latin America.  Sam co-leads the ESG reporting readiness solution for KPMG and is a frequent speaker on the topic.

Professional and Industry Experience

• Sam is leading two ESG reporting programs with two separate Fortune 250 technologies companies advising on the domestic and international reporting requirements, including deploying the appropriate Target Operating Model for each.
• Sam led a $4.6 billion South Korean IPO (NYSE listed) program for six months, including diligence support, controls remediation, and Form S-1 advisory, working alongside the bankers and external legal council (all done virtually across time zones and countries).
• Sam led a global accounting policy conformation and intercompany reporting engagement for a multi-national telecommunications company whereby he travelled to Amsterdam, Paris, London, and Frankfurt to direct engagement teams on statutory and IFRS to US GAAP differences.
• He led a 20 person engagement team as a multi-national internet company successfully divested of 16 businesses simultaneously over a two year period to various strategic buyers which included purchase agreement assistance, data room management, tax, goodwill impairment, and valuation advice.
• He assisted on a $17.8 billion initial public offering of a global payments processing company which included pro forma financial statements and advice on various aspects of the Form S-1.
• He assisted management of a multi-billion dollar computer hardware and networking company with their identification of assets and liabilities to be carved-out and the allocation of shared general expenses for preparation of SEC compliant carve-out financial statements.
• Prior to joining the Deal Advisory Practice, Sam served as an audit manager in the Silicon Valley in charge of audits for public and privately held technology and venture capital clients. Additionally, Sam has served as a national instructor for various internal training courses.