William Epstein has more than 20 years of experience and specializes in transaction-related opinions and other valuation services.

He has provided financial advice and independent opinions to Fortune 500 and middle-market clients.

Mr. Epstein has provided fairness and solvency opinions in connection with many types of transactions, including mergers, acquisitions, recapitalizations, exchange offers, spinoffs, distressed financings, leveraged buy-outs and a variety of related party transactions. He has testified several different venues as a designated expert regarding and in support of transaction opinions.

Before joining BRG, Mr. Epstein was an executive director at Capstone Valuation Services, LLC, and previously was a national director at American Appraisal Associates, responsible for the firm’s global Opinion Services Practice; and a managing director with Navigant Capital Advisors, in charge of Navigant’s fairness opinion services. Prior to joining Navigant, Mr. Epstein spent more than 16 years with Houlihan Lokey Howard & Zukin as Southwest director for fairness and solvency opinions and was a member of Houlihan’s National Transactions Review Committee.

Employment History

American Appraisal Associates
National Director
2007 – 2010

Navigant Capital Advisors
Managing Director
2005 – 2007

Houlihan Lokey Howard & Zukin
Southwest Director
1989 – 2005

Professional Affiliations

American Bar Association
Committee on Mergers and Acquisitions
Committee on Private Equity and Venture Capital

Areas of Expertise


University of Virginia, Darden School of Business

University of Southern California