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Richard L. Lies, III

Partner, CFA, ASA, MBA


Working primarily with middle-market privately owned businesses, I specialize in the valuation of closely held equity securities, partnership interests, and intangible assets, such as technology, intellectual property, trade names, customer relationships, and noncompetition agreements.

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After I graduated as an undergrad from Northwestern University, I postponed real life and enjoyed living as a ski bum in Aspen for a season.

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Valuation considerations for fund managers amid COVID-19 uncertainty and volatility
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