Valuations
Britt Bruinsma
Jake Helwick
Jake Helwick is a Senior Manager at Adamy Valuation. He specializes in valuation and financial advisory services relating to equity incentive plans, including employee stock ownership plans (ESOPs); transaction opinions; tax reporting; financial reporting; economic damages; business interruption; succession planning; corporate strategic planning; and other unnoted litigious matters across a multitude of industries.
His background stems from several former roles at Adamy, and having worked in commercial credit at a large, Michigan-based bank. In his banking days, Jake participated in a multi-year leadership development program and was tasked with assessing credit risk and underwriting loans for real estate, commercial, and industrial purposes.
Jake is an Accredited Senior Appraiser (ASA) in Business Valuation and a graduate of Grand Valley State University (GVSU) where he dual majored in accounting and finance. He has served as a mentor to students in the Seidman College of Business at GVSU, and currently holds voluntary positions as a board member and the ACG Cup Committee Chair of the Association for Corporate Growth – Western Michigan Chapter. Jake is also an active member of The ESOP Association (TEA) and the National Center for Employee Ownership (NCEO).
Katie Wilusz Long
Kaitlin Wilusz is a director at Value Management Inc. As a director, she is responsible for oversight of the financial analyst staff, providing research and performing financial and economic analyses for the valuation of closely held enterprises, professional practices and publicly traded securities. Ms. Wilusz specializes in closely held business valuations, specifically related to Employee Stock Ownership Plans (ESOPs). She has worked on dozens of ESOP transactions. Kaitlin holds ASA (American Society of Appraisers) and CFA (Chartered Financial Analyst) accreditations.
Ms. Wilusz is a member of the Association for Corporate Growth (ACG), Beta Gamma Sigma, the American Society of Appraisers, the CFA Society of Philadelphia, and the Philadelphia Alumni Board of Fairfield University. She is co- chair of the Young Dealmakers’ Committee of the Philadelphia ACG chapter. She is a director on the board of Liguori Academy and serves as chair of the Finance Committee.
Michael Lovett
Michael is a Director of Acuity Advisors, where he is principally responsible for providing project leadership and execution on mergers & acquisitions, employee stock ownership plan (ESOP) transactions, and other investment banking and valuation advisory services. In this capacity, he is responsible for corporate development, engagement management, developing valuation conclusions, and leading transaction engagements to successful conclusions.
Active in the valuation of closely held securities since 2014, Michael has prepared financial opinions addressing the value of common and preferred stock, various debt securities, intangible assets of all types, the fairness of certain transactions, and value of a wide variety of non-traditional types of assets.
Michael is an accredited senior appraiser with the American Society of Appraisers, holds Series 63 and Series 79 securities licenses, and is a member of the ESOP Association and National Center for Employee Ownership.