Jeff Katz

Jeff Katz is a Senior Manager in KPMG’s Valuation and Business Modeling practice.

Based in Boston, Jeff specializes in the development and use of financial models to enhance critical business decisions typically as part of transaction appraisal, strategic options assessment, business planning, and financial restructurings. He also specializes in the valuation of businesses, business interests, equity and intangible assets for critical financial and economic events such as strategic planning, M&A, restructuring and reorganization, litigation, purchase price allocations, tax reporting and US GAAP / IFRS financial reporting.

In addition, Jeff is a core member of KPMG's Capital Markets Readiness practice specializing in equity story and business plan development to help companies maximize value and make strategic decisions throughout the capital raising process. 

Prior to joining KPMG, Jeff was a Manager in the Financial Risk, Transactions & Restructuring practice of another large consulting firm, specializing in Valuation and Business Modeling, and served as an Investment Banker for Stephens Inc. in their Technology Investment Banking practice where he focused on M&A advisory, exclusive sales and divestitures, public equity offerings, and private capital raises for Healthcare IT companies.

Prior to his corporate career, Jeff was a professional baseball player in the Atlanta Braves Farm System.

Jeff holds his Bachelor's degree from Amherst College in Massachusetts.