Alvarez adds 4 hires to Transactions Advisory unit

25 January 2016

Alvarez & Marsal has picked up four valuation specialists from a broad range of backgrounds to help it meet increasing demand for valuations, as well as further develop its Transactions Advisory practice. Corey Bleil and David Dufendach join as Managing Directors, Barry Radick as Senior Advisor while Angelo Lorenzana takes on the role of Senior Director.

Prior to joining Alvarez & Marsal (A&M), Corey Bleil was Head of Mergers & Acquisitions and Corporate Finance in the Healthcare Banking group at RBS Citizens for almost three years. Previous roles include serving as Director of Mergers & Acquisitions at Bank of America Merrill Lynch, a stint as an Independent Consultant between 2009 and 2011, and Senior Vice-President of Mergers & Acquisitions at Jefferies & Company for almost three years.

David Dufendach moves to A&M from Grant Thornton, where he worked for more than 12 years, most recently as a Partner. During his time at the consulting firm, he provided national leadership for complex financial instruments and acted as a national technical expert on numerous valuation topics. Since 2009 he has also held a role as adjunct professor at Seattle University, guest lecturing frequently at the University of Washington.

Corey Bleil - David Dufendach - Barry Radick - Angelo Lorenzana

Angelo Lorenzana's most recent role was that of Senior Vice President in the Financial Advisory Services Division at Houlihan Lokey. At the investment bank he focused on executing credit-related transactions and the valuations for alternative asset in relation to M&A and restructuring initiatives. Prior  to that Lorenzana worked for Valley National Bancorp as a credit analyst, risk analyst, assistant trust officer and management associate.

Barry Radick is a former Partner and the Co-head of the Bankruptcy and Restructuring practice at Milbank, Tweed, Hadley & McCloy, from which he recent retired after more than 30 years. In this role, he advised reorganising companies and represented creditor and shareholder interests in restructurings and bankruptcy situations. More recently, Radick served as a Managing Director at American Appraisal between 2009 and 2015, and prior to which, as a Director in Huron Consulting Group’s Restructuring practice. Radick is a member of the New York City Bar Association.

As part of its expansion, in response to increasing demand for specialised valuation knowledge across multiple business line, as well as to further its innovative solutions offered to clients, A&M decided to hire the four valuation experts. “Increasingly, our clients require senior experts, with significant knowledge about highly complex areas of valuation, to best address their needs, serve their unique challenges and add value,” explains Mark McMahon, Head of A&M Valuation Services. “The in-depth experience that Corey, David, Angelo and Barry each bring to A&M strengthens our suite of services and will help provide our clients with innovative valuation solutions.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.