William Epstein has almost thirty years of experience in valuation 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 extensive experience providing fairness and solvency opinions in connection with many types of transactions, including mergers, acquisitions, recapitalizations, exchange offers, spinoffs, distressed financings, leveraged buyouts, and related-party transactions. He also has testified numerous times as a designated expert regarding valuation.

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 Navigant, Mr. Epstein spent more than sixteen years with Houlihan Lokey Howard & Zukin.

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
Member, Committee on Mergers and Acquisitions
Member, Committee on Private Equity and Venture Capital


Association of Insolvency & Restructuring Advisors
Certification in Distressed Business Valuation

Areas of Expertise


University of Virginia, Darden School of Business

University of Southern California