William "Wick" Smith

Managing Director
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Overview

William “Wick” Smith has more than twenty-five years of corporate finance experience and specializes in transaction-related opinions and valuations related to comply with tax and financial reporting requirements. He has worked extensively with both public and private companies and across a range of industries, including healthcare, technology, food and beverage, manufacturing, telecommunications, business services, retail, manufacturing and distribution, agriculture, and many others.

Mr. Smith’s opinion work has encompassed transactions involving mergers, acquisitions, dividend recaps, spinoffs, leveraged buyouts, and related-party transactions. He has also performed valuation work for tax and financial reporting purposes on transactions ranging in size from $20 million to over $2 billion.

Mr. Smith worked with a multinational investment bank for more than fifteen years, where he served as a managing director in charge of the Atlanta office. He provided both fairness and solvency opinions, was appointed to the firm’s fairness and solvency committees, and was the co-founder and co-leader of the firm’s International Tax and Financial Reporting practice. He also held leadership roles as a managing director at a leading valuation services provider, senior manager and manager at two Big Four firms.

Education

Cornell University, Johnson Graduate School of Management
MBA (with distinction), 1992

University of North Carolina – Chapel Hill
BA, Economics, 1980

Employment History

CBIZ Valuation Group, Managing Director
Co-head of the southeast region
2015 - 2019

HCG Software
Managing director
2012 - 2015

Houlihan Lokey
Managing director and head of the atlanta office
1997 - 2012

KPMG
Senior manager
1993 - 1997

Ernst & Young
Manager
1992 - 1993