Hugh H. Woodside, ASA, CFA
Office Managing Partner - Rochester
Managing Director
Rochester | 585.794.5720
Boston | 617.535.7785
E-mail

Hugh has managed and prepared valuation engagements involving a wide variety of equity, debt and equity-linked securities, and especially enjoys consulting with early-stage ventures and companies that have complex capital structures. Representative engagements include valuations for estate and gift tax reporting, M&A, ESOP formation and administration, recapitalizations, general corporate reporting, SEC reporting, and litigation support. These engagements have involved firms in a diverse array of industries, including alternative asset management, traditional asset management and investmenthas managed and prepared valuation engagements involving a wide variety of equity, debt and equity-linked securities, and especially enjoys consulting with early-stage ventures and companies that have complex capital structures. Representative engagements include valuations for estate and gift tax reporting, M&A, ESOP formation and administration, recapitalizations, general corporate reporting, SEC reporting, and litigation support. These engagements have involved firms in a diverse array of industries, including alternative asset management, traditional asset management and investment advisory, biotechnology and other start-ups, restaurants, hotel and leisure, apparel, publishing, construction and a variety of manufacturing and service advisory, biotechnology and other start-ups, restaurants, hotel and leisure, apparel, publishing, construction and a variety of manufacturing and service businesses.

Hugh has conducted valuations of hundreds of entities which own, operate, manage, or develop real estate, primarily for estate planning and estate tax reporting purposes. These engagements include a number of complex portfolios for real estate investors and developers. Several individual engagements have included 100 or more entities, with multiple tiers of ownership and a variety of legal structures.

Hugh specializes in the valuation of carried interests in private equity and hedge funds, and has extensive experience in the valuation of limited partnership interests in such funds. Hugh has given presentations on carried interest valuations, Rule 144, restricted stock analysis and discounts for lack of marketability, S-Corp valuation and other topics in a variety of settings. He has provided litigation support in dissenting shareholder, matrimonial and lost profits disputes, primarily in New York.

Prior to joining Empire, Hugh was a manager in the corporate business planning group of The Hertz Corporation. An Eagle Scout, Hugh is an active adult leader for the Boy Scouts of America and is involved with other community organizations in both Rochester and Boston.

EDUCATION

  • M.B.A. in International Management (Finance and Entrepreneurship) - Thunderbird School of Global Management
  • B.A. in International Relations - Syracuse University

AFFILIATIONS

  • CFA Institute - Member
  • CFA Society of Rochester - Member
  • Association for Corporate Growth (ACG) Boston - Member
  • Boston Estate Planning Council (BEPC) - Member
  • American Society of Appraisers
    • Western New York Chapter - Past President (2007 - 2011)

 

 

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