Christy founded Albeck (or its predecessor entities) in 1987. Christy received a BS in Accountancy from the University of Houston. Prior to forming Albeck, she worked in public accounting, and industry before founding her own company where she served clients as an outsourced controller/CFO in both public and private companies. Christy also performed the migration of the accounting systems for her clients, all the while growing Albeck through referrals from satisfied clients, auditors, and SEC attorneys.
For the past 30 years, Christy has acted as an outsourced controller/CFO for a variety of industries: venture backed high tech and biotech, construction, software, healthcare, auto leasing, real estate, education, legal, oil and gas, alternative energy, mining, and manufacturing. Christy has also assisted many clients with navigating the IPO process from advisory services on finding the right investors, selecting auditors and attorneys, to preparation of all financial statements and accounting documents required for the IPO process. She has also consulted on various technical accounting issues, reverse mergers, and financing efforts, as well as preparing financial statements and footnote disclosures for both public and private companies.
Christy belongs to the CFO Network, Deal Flow Source, Global Private Equity & Venture Capital, the SEC Financial Reporting Forum, and the Global Leaders of the Energy Sector, as well as serving on the boards of several not‐for‐ profit companies.
Cindy has 15 years of experience in taxation, SEC reporting, and finance. She specializes in derivatives and hedging activities, as well as complex oil and gas transaction issues. Cindy joined Albeck in 2006, and during her time with the firm, she has served a wide range of companies in a variety of industries, including upstream oil and gas, real estate, and technology and distribution.
Cindy has significant experience dealing with federal and state (Texas) tax issues, oil and gas taxation, and tax matters related to foreign operations. She is well-versed in FASB ASC Topic 740 (formerly FAS 109) and leads Tax Services at Albeck.
Cindy also has experience in the valuation of financial instruments such as warrants, convertible debt and equity, and stock options using the Black-Scholes model and the more complex Lattice model. She is proficient in developing both deterministic and stochastic models using the Crystal Ball application suite. Cindy oversees Valuation Services at the firm.
Cindy worked at KPMG LLP in Dallas, as well as at local firms prior to joining Albeck. She is a graduate of the University of Central Oklahoma, and is an associate member of the ACCA. Cindy is fluent in Mandarin, Cantonese, and English.
Since beginning his career at The Blackstone Group, Mr. Katzeff has developed a successful 20+ year career predominantly focused upon Mergers & Acquisitions advisory, Fairness Opinions, Private Equity sourcing and execution, Valuation and Real Estate across a board array of industry sectors, sizes and corporate situations, including public and private entities, family-owned situations, joint ventures, corporate partnerships, real estate and defense from hostile acquisitions. Since his tenure at Blackstone, Mr. Katzeff was a member of the M&A teams at SBC Warburg Dillon Read (currently UBS), Credit Suisse First Boston and Peter J. Solomon Company. Mr. Katzeff then became a Vice President with North Atlantic Trading Company, focusing on the sourcing and execution of both stand-alone and “bolt-on” private equity investments, primarily within the consumer products sector. He was also responsible for the financing and refinancing of a number of the company’s investments and acquisitions, including the arrangement of senior debt facilities and high-yield offerings, as well as the ongoing valuations of existing portfolio companies, the evaluation of future strategic initiatives from both an operational as well as a tax perspective, and the valuation and evaluation of potential new investments and acquisitions.
Mr. Katzeff then became a Managing Director with J Giordano Securities Group, an investment banking boutique in which he focused upon the development, strategy and execution of debt and equity capital transactions as well as M&A across a number of industry sectors. Mr. Katzeff was then appointed the Head of M&A and Managing Director at Ashir Group, a boutique investment bank predominantly focused upon real estate and Chinese companies who wish to access the American capital markets or require other US investment banking services, such as M&A. Prior to joining ALBECK, Mr. Katzeff originated, directed and led the New York office of GBQ Consulting, a global M&A advisory and valuation practice, in which he predominantly focused upon the execution of strategic advisory assignments and fairness opinions. Mr. Katzeff’s experience at both bulge-bracket institutions as well as boutique investment firms have provided him with a unique and very well-rounded perspective enabling him to be truly value-added with respect to valuation, investment, and corporate strategy and development, while maintaining a very strong sense of creativity and objectivity.
To date, Mr. Katzeff has closed transactions amounting to an aggregate value of over $22 billion and possesses a deep rolodex of both corporate as well as private equity contacts across a wide breadth of industries and sizes. Sectors in which Mr. Katzeff has operated include technology, media, telecommunications, consumer products, retail, green technology, business process outsourcing (“BPO”), teleservices, IT services, aerospace & defense, healthcare, building materials, gaming, enterprise software, financial institutions, natural resources, alternative fuels, real estate, lodging, and general industrial & manufacturing. Furthermore, in addition to his substantial domestic and global experience, he has developed significant experience with Chinese companies who wish to access
the American capital markets or require other US investment banking, valuation or advisory services, such as M&A. His strengths include highly sophisticated valuation, strategic and financial advisory capabilities, deal origination and business development, transaction execution, analysis and exceedingly strong technical capabilities.
Throughout his career, Mr. Katzeff has conducted valuations of public and private corporations, other legal entities, and real estate across a broad scope of sizes and situations, as well as their respective securities and intangible assets for various purposes including fairness opinions, mergers & acquisitions, strategic combinations, divestitures, spin-offs, joint ventures, reorganizations, recapitalizations, leveraged buyouts, management buyouts, ESOP valuation and implementation, estate planning, goodwill impairment, purchase price allocation, 409A valuations, valuations of complex equity, debt, convertible and derivative securities, and regulatory compliance. To date, he has issued fairness opinions for transactions with an aggregate value in excess of $10 billion.
Mr. Katzeff graduated from Cornell University, earning a BS in Economics with a concentration in International Finance. He is Series 7, 63 and 79 licensed and is also proficient in Spanish and Japanese and learning Mandarin. He has been written up in a number of publications, including Forbes as well as Crain’s New York Business.
Steve is a licensed CPA in Texas and Virginia and has over twenty-two (22) years total corporate accounting, public accounting and consulting experience, with the most recent eleven (11) years on compliance with accounting and SEC reporting requirements for publicly-held companies, recently as Controller for an NYSE-listed oil and gas company; and over eleven (11) years with Big 4/Big 8 audit firms in various industries. Steve was recently a Controller at Erin Energy Corporation, a mid-sized NYSE-listed oil and gas E&P public company, where he oversaw its SEC reporting and corporate accounting functions. He was also a Controller at Opportune LLP where he provided financial leadership and managed the monthly accounting functions for oil and gas upstream and midstream companies with emphasis on monthly financial reporting, variance analysis and preparation of consolidated financial statements, as well as preparing settlements statements for acquisitions and divestiture transactions. Steve has experience in various industries, including energy, oil field services, mining, manufacturing, health care, hospitals, distribution and shell companies, and in various accounting systems such as Hyperion Smart View, BOLO, IDEAS, and Quickbooks and in the WDesk and Active Disclosure reporting systems. Steve also has extensive experience on SOX management assessments and leads SOX engagements at Albeck. Steve has a Bachelor of Science degree in Accounting from the University of San Carlos in Cebu, Philippines and is a member of the AICPA and the Texas and Houston CPA Societies. Steve is fluent in Filipino and is proficient in Hangul (Korean).
Candace is a CPA with over two decades of experience providing auditing, financial reporting, SEC registration and reporting and consulting services to SEC reporting clients and companies in the process of becoming public, as well as non-public, closely held companies. During this time she has worked extensively with the management and owners of entrepreneurial and start-up companies.
Candace’s industry concentrations include cannabis, technology, media and entertainment, manufacturing, and apparel. As a previous partner of the Quality Control department at a regional firm which later merged into a national firm, Candace has consulted internally on accounting issues and matters, designed and presented in-house training programs, and performed the firm's technical reviews. She was also actively involved with the firm's Media and Entertainment practice, as well as its Global Technology Services Group. Candace has worked on various multinational clients, involving travel to subsidiaries in countries such as UK, Israel, Japan, Germany and Russia.
As a consultant, Candace has concentrated on working with public companies, providing services in financial and SEC reporting, including drafting registration statements and responding to SEC comment letters, and technical guidance, including preparing position papers.
Wilson is a director based in Shanghai. He has over 20 years of experience in accounting, financial reporting, auditing, public listing, delisting, and cross-border M&A. He has served in both publicly traded and private companies across various industries, including banking and finance, express delivery service, manufacturing, and agriculture. As a native-born Chinese, Wilson has worked in China, the United States and South Africa.
Wilson obtained a Master in Professional Accountancy degree from The University of Utah, in 2003 and a bachelor’s degree in Economics from The University of International Business & Economics, Beijing in 1998. In addition to being a certified CFA, Will is also a certified CPA in both the United States and China.
John has over 30 years of accounting experience. Before joining Albeck, he served as the comptroller at Lucas Energy, Inc.
Jason is a manager based in Shanghai. Before joining Albeck, Jason worked as a staff auditor at PricewaterhouseCoopers as well as an external auditor at Baker Tilly International, worldwide top 10 public accounting firm. Jason's educational background includes B.S.in Engineering with a dual major in Economics from Virginia Tech and a Masters of Accountancy from The George Washington University. Since his employment at Albeck, Jason has engaged with companies from diversified industries such as logistics, technology, oil and gas, and new energy. Jason has performed extensive QTD and YTD analytics, as well as detailed analysis of inventory, accounts receivables, sales and etc. He has significant experience working with external auditors, especially regarding interim reviews and year-end audits.
In addition, Jason has developed expertise in revenue recognition, lease accounting, joint venture accounting, oil & gas accounting and complex debt and derivative accounting. He has drafted quarterly and annual financial reports with footnotes in compliance with SEC filing standards for a variety of companies. Jason is currently a CPA license holder. He is fluent in Mandarin and English and has the ability to speak conversational Cantonese.
Susan has over seven years of experience in accounting, financial reporting, developing and retooling financial models, and financial analysis. Susan serves both publicly traded and privately held clients in various industries, including private equity, manufacturing, technology, agriculture and energy. Susan has managed both domestic and international engagements involving SEC reporting, pre-audit, preparations of financials in accordance with U.S. GAAP and IFRS. Susan also has extensive experiences in accounting issues involving revenue recognition, embedded derivatives and valuation of options/warrants.
Prior to joining Albeck, Susan focused on internal corporate accounting and financial advisory services at a Wall Street investment bank, specializing in companies in emerging growth and middle market sectors. She has a bachelor's degree in finance from Shanghai University of Finance and Economics and a Master of Science in Mathematical Finance from Boston University. Susan is a candidate for the Chartered Financial Analyst and the Certified Public Accountant. She is fluent in Mandarin, English and conversant in Cantonese.
Di is a manager based in Beijing, China. Before joining Albeck, she worked at Ernst & Young, LLP and GBH CPAs, PC in Houston as an external auditor for six years. Her clients range from pre-revenue startups to established public companies and she has served in a variety of industries including upstream oil & gas, manufacturing, construction, and fintech. She has experience with stock-based compensation, debt extinguishment/modification, consolidation, derivative instruments, reverse merger, and foreign currency transactions and translations. She has prepared financial statements and footnote disclosures in accordance with SEC filing requirements. Dihas performed the due diligence procedures as well as participated in the comfort letter processes for clients’ public offerings in the US.
Di earned her Bachelor of Business Administration with dual degrees in accounting and finance from Texas A&M University. She is a Certified Public Accountant (CPA). She is fluent in Mandarin and English.
Albeck’s Global Strategic Advisory, M&A and Valuation Group is a global consulting and valuation practice that provides objective and sophisticated valuation as well as financial and strategic advisory and M&A advisory services to public and private companies of all sizes for a variety of purposes.
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