Jerry M. Chang

Managing Director

Transaction Advisory

Atlanta, GA +1.404.602.3462

Areas of Expertise

Jerry Chang is a Managing Director in the Transaction Advisory Services practice. He is responsible for valuation analysis and financial advisory services for clients seeking support related to transaction planning, strategic decision making, regulatory compliance, litigation/arbitration expertise, financial reporting, and tax compliance. His valuation experience spans a wide variety of industry sectors, including healthcare, aerospace and defense, technology, Internet, telecommunications, manufacturing, retail, and consumer products.

Jerry leads the firm’s Healthcare Transaction Advisory Services practice. With more than 20 years of corporate finance and valuation experience, Jerry specializes in valuing businesses, equity interests, partnership interests, intangible assets, professional services, stock options, and tangible assets. His litigation and arbitration support experience includes depositions and court testimony as an expert witness in both Federal and State court cases. Jerry’s clients include C-level executives, senior management, auditors, and attorneys who require independent, insightful, and reliable counsel related to critical decisions.

Select engagement experience includes:
  • Served as a valuation and financial advisor to a company related to the acquisition of multiple business entities and related assets. Assistance included valuation of businesses, assets, and service agreements for transaction planning and regulatory compliance purposes, as well as financial modeling services and negotiation assistance.
  • Served as a valuation advisor to a company contemplating a strategic joint venture with a business unit of another company. Assistance included valuing two businesses to ascertain the relative fair market value split between the two potential joint venture partners.
  • Served as a valuation and financial advisor to a state attorney general related to a for-profit company acquiring a nonprofit entity, which helped the attorney general decide whether the nonprofit entity was selling its assets for full and fair market value, as well as the appropriateness of other transaction provisions. Jerry has worked on projects requiring state attorney general review in various states.
  • Served as valuation advisor to a multi-national defense company for financial reporting (FASB ASC 805/350) and tax compliance purposes. Assistance included valuing various businesses and a variety of intangible assets. Analysis withstood audit review from a “Big 4” accounting firm.
  • Served as a business valuation expert witness in a federal court case. Assistance included writing a Rule 26 report, providing a deposition, and court testimony.

Jerry has served as an expert witness in numerous state and federal court cases, as well as arbitration settings. Jerry is a frequent speaker and an occasional author on various valuation topics. He serves as a peer reviewer of valuation articles for a monthly industry journal. Jerry also co-leads the company's Asian-Ancestry Employee Resource (ERG) Group and is a member of the company's Diversity & Inclusion Council.

Education
M.B.A., Goizueta Business School of Emory University
B.B.A., with honors, Finance, Georgia State University
Certifications
CFA
Series 79
Series 63
Membership and Activity Information
Member, CFA Institute
Member, Atlanta Society of Finance and Investment Professionals
Investment Committee, Camp Twin Lakes
Member, HFMA
Member, AHLA
Founding President, NAAAP-Atlanta
Member, Johnson Ferry Baptist Church

Stay In Touch

Jerry M. Chang

Managing Director

+1.404.602.3462

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