Pendo Advisors Adds Three Managing Directors from Duff & Phelps, Prairie Capital, and White Oak Group

Jun 29, 2010, 01:04 ET from Pendo Advisors, LLC

CHICAGO, June 29 /PRNewswire/ -- Pendo Advisors, LLC ("Pendo") a corporate finance and valuation advisory firm announces the addition of managing directors Peter Aliferis, Dan Bourgeois, and Jay Ehrlich to expand Pendo's private company valuation, financial reporting valuation, and merger, acquisition, and restructuring service offerings.

Peter Aliferis joins Pendo as managing director from Prairie Capital Advisors with 10 years of corporate finance and valuation experience related to employee stock ownership plans (ESOPs). Aliferis will advise owners of closely held businesses on corporate finance and valuation needs including ownership transitions through sales to both strategic and financial buyers. "Peter is a tremendous addition to the team and helps position Pendo as an industry leader with the ability to offer an unprecedented  platform of ownership transition services and solutions to middle market and lower middle market private and family-owned business owners," stated Brian Wilson, co-founder and managing director.

Dan Bourgeois joins Pendo as managing director from Duff & Phelps with over 10 years of experience in post-transaction valuation engagements, including purchase price allocations (SFAS 141(R)) and goodwill impairment studies (SFAS 142). Bourgeois will provide valuation services related to financial reporting, tax planning, transfer pricing, and other complex valuation engagements. "Dan significantly increases Pendo's private equity client services with respect to financial reporting and portfolio company valuations," commented Scott Bednas, co-founder and managing director.

Jay Ehrlich joins Pendo as managing director from White Oak Group with over 20 years of experience in merger & acquisition and restructuring services. Ehrlich will advise companies throughout the restructuring process including recapitalizations/reorganizations, refinancing, merger and acquisitions, and distressed business transactions. Scott Bednas, co-founder and managing director stated, "Jay's depth and breadth of special situation experience adds substantial scope to Pendo's corporate transaction capabilities."

About Pendo

Pendo Advisors, LLC is a corporate finance advisory firm for the changing times and evolving demands in the capital markets and corporate finance environments. Pendo's professionals are dedicated to providing solutions with superior service by leveraging capital markets and valuation expertise in restructuring, ownership transitions, M&A, divestitures, strategic planning, and financial reporting. Learn more at

SOURCE Pendo Advisors, LLC