Giana Ortiz is an Analyst with VALUE Incorporated, a premier firm specializing in the valuation of businesses, securities, and intellectual property. She advises clients through mergers and acquisitions, litigation, and financial reporting.
The scope of Giana’s work includes valuation analyses and consulting for mergers and acquisitions, including fairness opinions and purchase price allocations. Giana also provides valuation opinions for financial reporting, such as stock-option valuations, goodwill impairment studies, and transfer pricing analyses. Additionally, she provides valuations of business and partnership interests in matters relating to gift and estate taxes.
Prior to joining VALUE Incorporated, Giana earned her Master’s degree in Strategic Finance and Analytics from LUT University in Lappeenranta, Finland. She also interned at a private equity firm specializing in GP-led secondary transactions in Dallas, TX.
Giana is a CFA Level II candidate. Before that, she earned her Finance B.B.A. and Mathematics B.S. at Southern Methodist University. In her free time, she enjoys baking, traveling, and watching college football.
Accreditations and Designations
Certified Financial Analyst (CFA) Level II Candidate