Mr. Lee is a Managing Director with Applied Economics LLC, providing business valuation, investment banking and ESOP advisory services. Mr. Lee has performed business valuation services for a variety of purposes, including gift and estate tax planning appraisals, purchase price allocations, lost profits and economic damages analyses, fairness and solvency opinions, litigation support services and valuations of intangible assets.
Mr. Lee has extensive experience in the appraisal of various types of business interests including closely held family businesses and family limited partnerships, private-equity backed businesses, non-controlling interests, restricted or thinly traded public stock, large blocks of publicly traded securities, multiple classes of preferred and common stock in complex capital structures, secured and subordinated debt instruments, stock options and warrants, and foreign-domiciled corporations.
Mr. Lee’s investment banking responsibilities include executing sell-side and buy-side merger and acquisition assignments, advising on transaction negotiation, structure, and strategy, across various industries. Mr. Lee has experience working with business owners selling to private equity firms, publicly traded companies, and large multinational corporations.
Notable industry experience includes agribusiness, chemical and compounding, construction, defense contractors, distribution, education, entertainment, financial services, insurance, healthcare and pharmaceutical, hospitality, manufacturing, media and publishing, and telecommunications.
Mr. Lee lives in Smyrna, GA with his wife, three boys, and two dogs. Outside of work, Mr. Lee mostly acts as a general chauffeur for his children while occasionally enjoying traveling, cooking, lacrosse, and UGA sports.
