In this newly created role, Anthony (“Tony”) will be responsible for product innovation and service delivery of valuation advisory services to help Apex Group’s clients achieve their business and strategic objectives.
Apex Group’s Valuation Services provide periodic valuations – including for illiquid financial instruments such as equity, debt and derivatives to meet their specific reporting requirements, throughout all stages of a fund’s lifecycle. Apex Group offers these services to a wide range of investor types, including private equity and debt funds, hedge funds, venture capital, mutual funds, structured credit, family offices, pension funds as well as corporates, insurance companies, banking and other financial institutions.
Tony brings more than 25 years of financial services experience providing valuation and transaction advisory services to a wide range of clients and industries. In addition to equity and debt securities, Tony is also experienced in valuing complex financial instruments, including cryptocurrency, contingent consideration, options and swaps, involving predictive modelling. Tony is widely recognized as an industry leader, offering expert witness testimony in several jurisdictions related to valuation matters.
He joins Apex Group from accountancy and advisory firm BDO, where he was most recently Global Valuation Leader in their International Capital Finance Group. In conjunction with this, Tony co-led the United States Corporate Finance Practice at BDO and was the Valuation & Capital Markets Analysis National Managing Principal. Tony began his career with roles at Mellon Bank, Arthur Andersen, KPMG and Houlihan Lokey.
Georges Archibald, Chief Innovation Officer and Managing Director, Americas at Apex Group comments: “In an environment of uncertain global financial markets, growing conflicts of interest, and emerging regulatory challenges, it is more important than ever for asset managers to partner with experts to help them navigate the portfolio valuation process and provide objective advice. We are delighted to welcome Tony, a leading industry expert who has an impressive track record of helping clients in their reporting requirements.”
Tony Alfonso, Global Head of Valuation at Apex Group further comments: “I am excited to be joining Apex Group and look forward to building our Valuation Services to provide our clients with a robust and transparent valuation framework which meets their specific requirements. Global regulatory developments continue to impact valuation practices in the asset management industry and necessitate greater valuation support as well as evidence of a proper control infrastructure – all of which Apex Group, as an independent, global financial services provider is well equipped to provide. Valuation as a Service further delivers on Apex’s mission to develop leading technology-enabled solutions to the market. ”
About Apex Group
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.
Press contact:
Antonia Powell antonia.powell@apexgroup.com | +44 (0)77 8990 2279
