Allie specializes in internal ownership transition, firm valuation and incentive compensation. Since joining Morrissey Goodale’s team in 2015, he has advised dozens of firms on their internal ownership transitions and external sales, conducted valuation exercises, developed incentive compensation plans, and assisted with strategic planning exercises. Allie is an expert financial modeler, and more importantly, he enjoys working with clients to demystify the many financial concepts that can sometimes be overwhelming as firms explore their strategic options.
Allie’s previous experience includes stints as a strategy consultant to financial institutions and performing financial analysis of clients’ businesses for Credit Suisse, a top-tier investment bank. In these roles, he examined business plans, developed detailed projections of firms’ future financial statements, and applied state-of-the-art techniques to assess firms’ key financial metrics and drivers of profitability. He structured contracts to align incentives between the parties and unlock hidden value.
Allie received a BA in Physics cum laude from Princeton University, a PhD in Economics from the University of Oxford and an MArch from Columbia University’s Graduate School of Architecture, Planning and Preservation.