Meet the Team

Zak Nugent

CEO

Zak Nugent is the Chief Executive Officer of Scalar and has been involved in all phases of the firm’s development since joining in 2009. He has overseen thousands of valuation engagements for tax, financial reporting, transaction advisory, and litigation consulting purposes. Zak has provided valuation consulting to management teams and boards of directors for deferred compensation, purchase price accounting, mergers and acquisitions, capital fundraising, secondary transactions, equity buybacks, shareholder disputes, and succession planning. Zak currently sits on the board of directors for Excalibur Industries, Inc. Zak received his Bachelor of Science in Economics from the University of Utah. He also holds the Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuators and Analysts.

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Cheryl Provard

Director of Finance

Cheryl Provard is our Director of Finance and has been with Scalar since 2011. She oversees the Accounting Department team handling all aspects of the Company’s Accounting. She also manages HR and Payroll. Previous to Scalar, she worked with Green River Companies as the Accounting Manager for a 7000+ acre commercial farm as well as wrapped up the final accounting of the South Mountain Master Development in Draper, UT. In her personal time, she loves to spend time with her family, hiking and exploring in the Utah mountains.

Matt Tillotson

Managing Partner

Matt Tillotson oversees all valuation and transaction advisory engagements as the Managing Partner at Scalar. He has valued thousands of companies, ranging from pre-revenue startups to pre-IPO and public entities across various industries for tax, compliance, litigation, and estate planning purposes. Matt has served as a valuation expert witness for bankruptcy and corporate litigation. He has also performed fund valuations for private and public PE funds. Matt graduated cum laude with a degree in finance from the Marriott School of Management at Brigham Young University and he was the recipient of the 2015 National Association of Certified Valuators and Analysts 40 Under 40 award.

Constanza Bertona

Senior Analyst

Constanza Bertona joined Scalar’s team in 2010, she is a Senior Analyst. She specializes in 409, enterprise, and tax valuations and also works with mergers & acquisitions, venture capital, and private equity portfolio valuations. Over her career, Constanza has participated in more than 1000 company valuations for purposes related to estate and tax planning, mergers and acquisitions, financial reporting, deferred compensation, raising capital, and shareholder disputes. Prior to Scalar, Constanza worked for the Belgium fashion retailer C&A as a Credit Analyst. She holds a Statistics degree from Universidad Nacional del Litoral in Argentina, and a Bachelor in General Studies with emphasis in Business Management from Brigham Young – Idaho University in Rexburg, Idaho.

Luis Coronel

Director

Luis joined Scalar in 2009 and leads Scalar’s team of analysts in Argentina. Luis has valued and overseen more than 3,000 company valuations for purposes related to estate and tax planning, mergers and acquisitions, financial reporting, deferred compensation, raising capital, and shareholder disputes. Luis graduated from the Marriott School of Management at Brigham Young University with an MBA and emphasis in Finance. Luis is also a National Public Accountant from UNL National University in Argentina.

Jameson Jenkins

Director

Jameson Jenkins is a Director at Scalar and has valued more than 1,000 companies for purposes related to mergers and acquisitions, financial reporting, estate and tax planning, special purpose acquisition companies, venture capital and private equity portfolios, and raising capital. Jameson has a Master of Science in Finance from the University of Utah. Jameson also holds a Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuators and Analysts.

Taylor Jackson

Director

Taylor Jackson is a Director at Scalar and is responsible for overseeing the firm’s valuation and transaction advisory engagements. Taylor has fulfilled on and managed more than 1,000 valuation engagements, including venture capital and private equity portfolios, mergers and acquisitions, raising capital, deferred compensation, shareholder disputes, financial reporting, and estate and tax planning. Taylor came to Scalar with previous experience in the venture capital and asset management industries. Taylor holds a Bachelor of Science in Finance from the Marriott School of Management at Brigham Young University. He is also a Certified Valuation Analyst (CVA) and a member of the National Association of Certified Valuators and Analysts.

Nate Hancock

Director

Nate Hancock joined the Scalar team in 2014 and is a Director responsible for valuation and transaction advisory engagements. Nate has valued and overseen hundreds of company valuations for purposes related to estate and tax planning, mergers and acquisitions, financial reporting, deferred compensation, raising capital, and shareholder disputes. Nate graduated summa cum laude from the Marriott School of Management at Brigham Young University with a Bachelor of Science in Finance. Nate is Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants.

Jen Davidson

Principal

Jen Davidson is a Principal in Scalar’s Los Angeles office and is responsible for overseeing valuation and transaction advisory engagements. Over her career, Jen has managed and participated in hundreds of valuation engagements for purposes including, financial and tax reporting (including gift and estate), litigation support, collateralization, restructuring, mergers and acquisition (due diligence), and strategic planning purposes. Prior to joining Scalar in 2018, Jen held leadership positions with RSM US LLP, Mesirow Financial, KPMG LLP, Navigant Consulting, Inc., and Deloitte. Jen holds a Bachelor’s in Business Administration in Finance from the Cox School of Business at Southern Methodist University. Jen is an Accredited Senior Appraiser (ASA) in the business valuation discipline of the American Society of Appraisers. She also holds the Certified in Entity and Intangible Valuations™(CEIV™) credential designation issued by the American Society of Appraisers.

David Jolley

Director

David is a Director at Scalar and is responsible for business growth and development throughout the US.

Prior to Scalar, David was a Managing Partner at Ernst & Young (EY) where he spent over 31 years working with high-growth companies and entrepreneurs in all market sectors, helping them develop and execute their growth strategies.

David held many leadership roles at EY, including as the Managing Partner for Americas Growth Markets out of New York City, where he was responsible for setting the overall strategic direction of EY’s Growth Markets practice in the Americas.  In that role, he was also responsible for EY’s Entrepreneur Of The Year™ Programs throughout the Americas.

Prior to that position, David was in Silicon Valley where he was EY’s Managing Partner of Markets for the west region.  From EY’s San Jose office, he also oversaw the more than 4,000 high-performing professionals that served companies in the west region, ranging from start-ups to the largest global brands.

Earlier in his career, David spent 10 years as EY’s Office Managing Partner (OMP) in Salt Lake City during which time he worked with every company in Utah that undertook an IPO.

David graduated from BYU with a BS in Accounting and from the University of Utah with an MBA and is a CPA.

Steve Lindsley

Director

Steve Lindsley is a Vice President responsible for the growth and business development at Scalar. Steve originally joined Scalar in 2017 as an Associate managing special projects and completing valuation and transaction advisory engagements in collaboration with Scalar’s executive team. Prior to joining Scalar, Steve worked at Nu Skin Enterprises in Investor Relations, accountable for communicating investment messages between the investment community on behalf of a company. Steve received a Bachelor of Science in Finance from Utah Valley University.

Cory Jacobs

Vice President

Cory Jacobs joined Scalar in 2011 and is a Vice President responsible for the growth and business development at Scalar with a key focus in Texas, San Francisco, and Colorado. Prior to joining Scalar, Cory held positions as an Investment Adviser at Foresight Wealth Management and a Senior Account Manager at America Home Today. When Cory isn’t spending time with his four kids at baseball games or dance recitals, you’ll likely find him on the golf course or in the mountains.

Matt Fix

Principal

Matt Fix is a Vice President at Scalar with extensive experience in fairness opinions, equity and enterprise valuations for raising venture capital and private equity, deferred compensation valuations for compliance with IRC 409A, complex financial instrument valuations for compliance with ASC 815, gift and estate tax planning, and portfolio valuations for tax and financial reporting purposes. Prior to joining Scalar, Matt worked for Tower Hill Trading in Chicago trading US equities. Matt graduated from the University of Notre Dame with a Bachelor of Arts in Economics and holds a Master of Finance degree from the University of Utah. Matt also holds a Chartered Financial Analyst designation from the CFA Institute.

Dan Foster

Principal

Dan Foster joined the Scalar team in 2015 and is a Principal responsible for valuation, litigation support, and transaction advisory engagements. Dan has valued more than 500 companies for purposes related to financial reporting, estate and tax planning, mergers and acquisitions, and raising capital. Prior to joining Scalar, Dan worked as a Global Sector Research Analyst at Comerica Bank, covering healthcare and utility stocks for Comerica’s proprietary equity strategies. Dan graduated manga cum laude with a Bachelors of Business Administration in Finance from Eastern Michigan University.

Ray Smego

Principal

Ray Smego came to Scalar in 2016 and has experience with complex financial instrument valuations for compliance with ASC 815, deferred compensation valuations for compliance with IRC 409A, gift and estate tax planning, portfolio valuations for compliance with ASC 820, fairness opinions, and valuation consulting for raising venture capital and private equity. Prior to joining Scalar, Ray was a Portfolio Manager at an investment advisory firm where he was responsible for the day-to-day trading and management of client portfolios. Ray also previously worked at First Southwest Company, Jackson National Life Insurance Company, and Oppenheimer Funds. Ray graduated from the University of Notre Dame with a Bachelor of Arts and is also a Certified Financial Planner. He is also a Certified Valuation Analyst (CVA) and a member of the National Association of Certified Valuators and Analysts.

Matt Scott

Vice President

Matt Scott is a Vice President at Scalar who is responsible for valuation and transaction advisory engagements. Matt specializes in deferred compensation valuation, venture capital and private equity portfolio valuation, gift and estate tax planning, and enterprise valuations. Prior to working at Scalar, Matt worked as a Compliance Assistant for State Bank of Southern Utah. He graduated summa cum laude from Southern Utah University with a Bachelor of Science in Finance and a minor in Economics and was awarded Outstanding Senior in Finance. Matt also holds the Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuators and Analysts.

Kathy Jardine

Analyst

Kathy Jardine joined Scalar in early 2020 as an Analyst and is responsible for supporting the sales team with client engagements and deliverable fulfillment. Prior to Scalar, Kathy provided customer care and executive assistant services as an independent contractor for over a decade. In her free time, Kathy enjoys road trips, home improvement projects, and spending time with her family.

Jared Christian

Principal

Jared is a Principal at Scalar who is responsible for valuation and transaction advisory engagements. Jared has valued more than 700 companies for purposes related to estate and tax planning, mergers and acquisitions, financial reporting, special purpose acquisition companies, and raising capital. Jared graduated from the Marriott School of Management at Brigham Young University with a B.S. in Finance. Jared holds the Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuators and Analysts.

Gabriel Acosta

Senior Analyst

Gabriel Acosta is a Senior Analyst at Scalar where he is responsible for valuation and transaction advisory engagements. Gabriel has participated in more than 300 company valuations for purposes related to estate and tax planning, mergers and acquisitions, financial reporting, deferred compensation, and raising capital. Prior to joining Scalar, he worked as a consultant for Novix, an international consulting firm. Gabriel graduated from the Economic Sciences College at UNC National University with a degree in Economics.

David Hales

Vice President

David Hales is a Vice President at Scalar responsible for business development and growth in the Pacific Northwest. David joined Scalar as a valuation associate assisting clients in transaction advisory engagements and valuations for compliance with IRC 409A. During this time, he also collaborated alongside Scalar’s executive team on special projects and strategic growth initiatives. Prior to joining Scalar, David gained professional experience working as a Senior Associate at the University Growth Fund in Salt Lake City, interning at TA Associates in Menlo Park, and working as a Junior Financial Analyst at DigiCert, Inc.
David attended the University of Utah where he obtained a Bachelor of Science in Economics and participated in the University of Utah Finance club and the Utah Freeskier Society.

Barrett Johnson

Vice President

Barrett Johnson has been a Senior Associate at Scalar since 2017 and is responsible for valuation and transaction advisory engagements. Barrett has fulfilled engagements that include venture capital and private equity portfolios, mergers and acquisitions, raising capital, deferred compensation, financial reporting, estate and tax planning, shareholder disputes, and goodwill impairment testing. Barrett attended Westminster College where he graduated summa cum laude with a Bachelor of Science degree in Finance. Outside of Scalar, Barrett enjoys skiing, golfing, and spending time with his family, friends, and his chocolate lab, Molly.

Denise Jardine

Vice President

Denise Jardine joined Scalar in early 2018 as an Analyst and is now a Vice President. Denise is responsible for the growth and business development at Scalar. Prior to Scalar, Denise provided customer care and executive assistant services as an independent contractor for nearly a decade. Denise graduated with a Bachelor of Science degree from Brigham Young University. When she is not in the office, Denise enjoys traveling, reading, hiking, and spending time with her husband and two children.

Dalton Anderson

Senior Associate

Dalton Anderson is a Senior Associate at Scalar who is responsible for assisting clients with transaction and advisory engagements. In his time at Scalar, Dalton has fulfilled on over 250 engagements for purposes such as complex financial instrument valuations (ASC 815), portfolio valuations (ASC 820), deferred compensation valuations (IRC 409a), post-acquisition purchase price allocations (ASC 805), fairness opinions, and valuation consulting for raising institutional capital and shareholder buyouts. Before coming to Scalar, he worked for Goldman Sachs, Select Portfolio Servicing, and BYU Global Financial Advisors. Dalton received a Bachelor of Science in Finance with an emphasis in Asset Management from Brigham Young University. Dalton holds the Certified Valuation Analyst (CVA) designation and is a member of the National Association of Certified Valuators and Analysts. Outside of Scalar, Dalton enjoys spending time with his wife and two Pomeranians, playing sports, and being in the outdoors.

Mahina (Bantilan) Kunz

Senior Associate

Mahina joined Scalar in May 2019 as an intern and is now a Valuation Associate. She is responsible for valuation and transaction advisory engagements. She has experience valuing private companies for the purpose of tax planning, deferred compensation, financial reporting, and general consulting. Prior to joining Scalar, Mahina worked at Cardinal Health, Intermountain Healthcare, and Brigham Young University in various business-related positions and internships. Mahina holds a Bachelor of Science, Finance degree from Brigham Young University, where she served in leadership positions with Corporate Finance Club, Women in Finance Club, Women in Business Club, and the Student Advisory Council. Outside of Scalar, Mahina enjoys hiking, running, and baking.

Kayla Belnap

Senior Associate

Kayla Belnap joined Scalar as a Valuation Associate after interning with the firm and is responsible for valuation and transaction advisory engagements. Kayla has performed hundreds of valuations for purposes related to deferred compensation, financial reporting, gift and estate tax planning, mergers and acquisitions, raising venture capital, goodwill impairment, and consulting. These companies are industry agnostic and range from pre-revenue startups to publicly traded entities. Kayla received a Bachelor of Science in Finance from the Marriott School at Brigham Young University. Kayla also holds a Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuators and Analysts. Kayla enjoys rock climbing, mountain biking, and skiing in her free time.

Christian Sorensen

Senior Associate

Christian Sorensen joined Scalar in 2018 and is responsible for assisting clients with valuation and transaction advisory engagements. Christian has experience valuing private companies for the purpose of tax planning, deferred compensation, financial reporting, and general consulting. Prior to Scalar, he worked as a real estate analyst where he specialized in valuing properties for acquisition and fund management. Christian graduated Cum Laude from Brigham Young University with a B.S. in Finance. He is also a Certified Valuation Analyst (CVA) and a member of the National Association of Certified Valuators and Analysts. Outside of Scalar, you will often find him spending time with his family and enjoying the outdoors–skiing, hiking, or mountain biking.

Will Christensen

Senior Associate

Will Christensen is an associate at Scalar who is responsible for assisting clients with transaction and advisory engagements. Will has valued private companies for tax planning, deferred compensation, financial reporting, and valuation consulting purposes. Prior to Scalar, Will worked as an analyst at Cottonwood Residential, a private REIT specializing in multifamily apartments. Will graduated with a Bachelor of Science in Finance from the Marriott School of Business at Brigham Young University. In his spare time Will enjoys spending time with family, reading, skiing, and mountain biking.

Martin Peretti Ricart

Senior Analyst

Martin joined Scalar in 2017 and is a Senior Analyst responsible for valuation and transaction advisory engagements. Prior to joining Scalar, he worked as Senior Manager at Thira S.R.L. Martin is a licensed National Public Accountant (NPA) from Unversidad Católica de Córdoba. He has a specialization degree in Project Management from the University of Arlington Texas and is currently working towards his specialization degree in Corporate Finance & Stock Markets from the Universidad Siglo 21. He is also fluent in Spanish and Portuguese.

Porter Haddock

Senior Associate

Porter Haddock joined Scalar in 2020 and is a Senior Associate who is responsible for assisting clients with transaction and advisory engagements. He has experience valuing private companies for the purposes of tax planning, deferred compensation, financial reporting, and general consulting. Before coming to Scalar, Porter worked as an analyst at Delta-v Capital, a growth equity firm based out of Boulder, CO. Porter graduated with a Bachelor of Science in Finance from the Marriott School of Business at Brigham Young University. In his spare time, Porter enjoys reading, watching sports, and water skiing.

Francisco Pecchioni

Senior Analyst

Francisco Pecchioni joined Scalar in 2019 and is a Senior Analyst responsible for valuation and transaction advisory engagements. Francisco is a licensed National Public Accountant (CPN) who graduated from Universidad Nacional de Cordoba. Prior to joining Scalar, he was a Senior Auditor at IMR SA, a payments management company. He is pursuing his specialization degree in Corporate Finance & Stock Markets from UE Siglo 21 University in Argentina. He is also fluent in French and Italian.

In his spare time, Francisco enjoys spending time with his wife and mountain biking.

Leila Cardus

Sales Analyst

Leila Cardús joined Scalar in late 2019 in an Analyst role and assists our business development team. Prior to joining Scalar, Leila performed administrative tasks at a nonprofit organization and translated live speeches and interviews on various occasions. In her spare time, she enjoys singing with her cousins, doing yoga, walking, and dancing.

Micaela Rivarola

Senior Analyst

Micaela joined Scalar in September 2020 and is a Senior Analyst. She assists the valuation team with 409A and enterprise valuations. Micaela holds a degree in Business Administration from UE Siglo 21 University. She graduated summa cum laude in 2012 and has also completed studies related to family businesses and financial management. Prior to joining Scalar, Micaela worked as a Treasury Manager for RODE, a construction and real estate firm in Cordoba, and as Treasury Analyst for other small businesses in Cordoba. She is also a member of the Woman in Economics and Finance Association in Cordoba, an organization that promotes financial education and inclusion.

She’s a mother of two and loves to spend time with her family and travel. In her free time, she enjoys watching tv series and reading.

McKay Jenkins

Associate

McKay Jenkins is responsible for assisting Scalar’s CEO in matters of business development, recruiting, human resources, and implementing business strategy. McKay attended the University of Utah where he received a Bachelor of Psychology with an emphasis in Industrial/Organizational Psychology. He then attended New York University where he received a Master of Human Resource Management & Development with an emphasis in Organizational Behavior & Effectiveness. In his free time, McKay enjoys cooking, hiking, watching movies, and writing for Front Row Reviewers as a theatre critic.

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Derek Hansen

Software Engineering Manager

Derek Hansen joined Scalar in 2020 as a Software Engineering Manager.  Derek is responsible for the development of a new generation of Scalar technology.  Prior to Scalar, Derek has over 15 years of software engineering experience.  Derek earned a Bachelor of Science in Computer Science from Brigham Young University.

Jordan Braginton

Software Engineer

Jordan Braginton joined Scalar in December 2020 and is a full-stack software engineer. Jordan graduated from Utah Valley University with a Bachelor’s degree in Computer Science. Prior to joining Scalar, Jordan has worked developing software and managing systems for 5 years in various capacities. In his free time, Jordan enjoys spending time with his children, cycling, and reading.

Jose Banda

Full Stack Developer

Jose joined Scalar in October 2020 as a Full Stack Developer specialized in ReactJs and Django. Since 2014, he has worked as a Developer for local companies, both as a freelancer and employee.
Jose is soon to complete his course of study in Information Systems Engineering at the National Technological University, Córdoba Regional Faculty (UTN, FRC), Argentina.

In his spare time, he enjoys playing basketball, mountain biking, and swimming.

Krista Kikumoto

Vice President

Krista Kikumoto is a Vice President responsible for the growth and business development at Scalar with a key focus on the Colorado and Illinois markets. Krista’s prior experience includes working with clients as a CPA focused on high-net-worth clients and closely held businesses with a concentration in gift and estate tax. She has also provided valuation consulting to management teams and boards of directors for deferred compensation. Krista also previously worked in mergers and acquisition investment banking for Merrill Lynch and later at a boutique investment bank focused on middle-market transactions. Krista is also a Certified Public Accountant (CPA).

Gabriel Cánepa

Full Stack Developer

Gabriel joined Scalar in November 2020 as a full-stack software developer. He is a Linux Foundation Certified System Administrator, has a computer programming certificate from BYU-Idaho, and is about to complete a double associate degree in software development and systems analysis from the Universidad Nacional de Villa Mercedes (UNViMe). Prior to joining Scalar, Gabriel worked as a developer and service operations lead for 10 years for Arido Software, a major Procter & Gamble provider.

In his spare time, Gabriel enjoys reading Stephen R. Covey’s books, playing the piano and guitar, and teaching programming skills to his two daughters.

Adam Otterson

Associate

Adam Otterson joined Scalar in 2021 as a Valuation Associate after interning with the firm and is responsible for assisting clients with transaction and advisory engagements. Before coming to Scalar, Adam worked as an Associate at University Growth Fund, a technology-focused growth equity firm based out of Salt Lake City, UT, and as a Summer Analyst for Koch Equity Development, the acquisitions and investment arm of Koch Industries. Adam graduated from the Marriott School of Business at Brigham Young University with a Bachelor of Science in Finance with a Minor in Philosophy. In his spare time, Adam enjoys playing and watching sports, swimming, and spending time with family and friends.

Kyle Berkowitz

Associate

Kyle Berkowitz is responsible for assisting with 409A, Purchase Price Allocations (ASC 805), portfolio valuations for compliance with ASC 820, gift and estate tax planning, enterprise valuations, and assisting clients in transaction and advisory engagements. Prior to joining Scalar, Kyle worked for Intech Investment Management, LLC in West Palm Beach, FL, where he managed the Trading Operations department. Kyle graduated from Florida State University with dual Bachelor of Science degrees in Finance and Real Estate. Kyle holds a Master of Business Administration degree from the University of North Florida and a Chartered Financial Analyst designation from the CFA Institute.

Micah Black

Associate

Micah Black is responsible for assisting clients with transaction and advisory engagements.  Before coming to Scalar, Micah worked as a Summer Analyst as part of the REIT team for Keystone National, a Private Equity firm based out of Salt Lake City, Utah.  Micah graduated from the Marriott School of Business at Brigham Young University with a Bachelor of Science in Finance.

Sara D’Agostino Burke

Associate

Sara D’Agostino Burke joined Scalar as a Valuation Associate in 2021 after interning with the firm and is responsible for assisting clients with transaction and advisory engagements. Prior to joining Scalar, Sara worked as a Financial Analyst at Goldman Sachs in their Private Banking division. Sara earned a Master of Science in Finance from the University of Utah in 2021 and a Bachelor of Science in Finance from Westminster College in 2019. During her undergraduate years, she also worked as an Associate at the University Growth Fund. During her free time, Sara enjoys skiing, reading, and traveling.

Emilio Hurtado

Software Developer

Emilio Hurtado joined Scalar in September 2021 as a Frontend Developer specializing in React JS. He has studied Full Stack at Rolling Code. Prior to joining Scalar, Emilio worked as a Developer for Earniom. In his free time, he enjoys developing technology projects and playing golf.

Tomás Ferreyra Pousa

Analyst

Tomás joined Scalar in September 2021 as an Analyst. He assists the valuation team with 409A and enterprise valuations. Tomás is a licensed National Public Accountant from UNC National University in Argentina. He is also a Certified Financial Adviser from the Argentine Institute of Financial Executives and is currently pursuing the CVA designation from the NACVA Institute. Prior to joining Scalar, he worked for 2 years as a Junior Accountant for an Accountant Consulting Studio. In his spare time, Tomás enjoys playing sports, training in the gym, and hanging out with friends.

Victoria Lucas

Sales Analyst

Maria Victoria Lucas joined Scalar in 2021. She is a Sales Analyst responsible for supporting the Sales team in everything related to Sales Operations. Victoria is currently studying Communications at Brigham Young University. In her free time, she enjoys road trips, cooking, and spending time with her family.

Paula Beltramini

Analyst

Paula joined Scalar in December 2021 as an Analyst. She assists the valuation team with 409A and enterprise valuations. Paula is a licensed National Public Accountant and has a degree in Business Administration from UNC National University in Argentina. She is also pursuing a master’s degree in International Trade from the same institution. Prior to joining Scalar, Paula worked for eight years as Export Manager at Tecme. She also runs an underwear and home wear franchise in a prominent mall in Cordoba, Argentina. She’s a mother of three and loves to spend time with her family and friends. In her free time, she enjoys playing tennis, restoring furniture, and traveling.

Jesica Gutierrez

Office Manager

Jesica Gutierrez joined the Scalar team in 2021 as the Office Manager. She is a Commercial and Accountant Analyst and English teacher. Prior to joining Scalar, Jesica was an Accountant Analyst for a prestigious sneaker brand in Cordoba, Argentina. She is currently studying a BS in Software Engineering at Brigham Young University. In her free time, she enjoys playing the violin and being a beautician.

Ryan Miles

Associate

Ryan Miles joined Scalar as a Valuation Associate in 2022 after interning with the firm in the summer of 2021. Ryan is responsible for assisting clients with transaction and advisory engagements. Before coming to Scalar, Ryan worked as a Private Equity Analyst for W Holdings, a Private Equity firm based out of Draper, UT, and as an Analyst for Bander Wealth Management. Ryan earned a Master of Science in Finance from the University of Utah and a Bachelor of Science in Financial Economics from Brigham Young University – Idaho. Outside of Scalar, Ryan enjoys playing soccer, spending time with his wife, and being in the outdoors in his home state of Idaho.

Austin Lignell

Associate

Austin Lignell joined Scalar as a Valuation Associate in 2022. Austin is responsible for assisting clients with transaction and advisory engagements. Before coming to Scalar, Austin worked in Corporate Finance at 1-800 Contacts. He graduated from the University of Utah David Eccles School of Business with a Bachelor of Science in Finance with an emphasis in Advanced Financial Analysis. While attending the University of Utah, he worked as an Equity Research Analyst at the University of Utah Student Investment Fund. In his spare time, Austin enjoys traveling, photography, playing sports, and spending time with his wife and daughter.

Seth Bromley

Associate

Seth Bromley joined Scalar in 2022 as a Valuation Associate. He is responsible for assisting clients with deferred compensation, gift and estate tax planning, enterprise valuations, and transaction and advisory engagements. Before coming to Scalar, Seth worked as a Business Lending Intern underwriting SBA 7(a) and 504 loans at Mountain America Credit Union. Seth graduated with a Bachelor of Science in Finance from the David Eccles School of Business at the University of Utah. In his spare time, Seth enjoys fly fishing, cycling, skiing, and being outdoors.

Sage Fitch

Executive Assistant

Sage Fitch joined the Scalar team in 2022 as the Executive Assistant. She is responsible for overseeing the administrative duties of the headquarters office in Salt Lake City, UT. Prior to joining Scalar, Sage was a Practice Supervisor for three medical clinics where she co-managed the overall day-to-day functions of each clinic including coordinating staffing, managing schedules, onboarding, and other administrative duties. Sage graduated with her Bachelor of Science from Utah Valley University in 2018. In her spare time, you can find Sage working on a crafty project, spending time with her pup Archie, or indulging in some chips and salsa.

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Kaylene Barkley

Staff Accountant

Kaylene Barkley joined Scalar in 2022 as a Staff Accountant and oversees Scalar’s accounting processes and functions. Kaylene’s prior experience includes accounts receivable and accounts payable as well as managing account audits and deduction analysis for some of Swire Coca-Cola’s multimillion dollar customers. In her free time, Kaylene enjoys crafting, doing home remodeling projects, and doing anything that includes spending time with her loved ones.

Julia Diaz

Analyst

Julia joined Scalar in 2022 as a Valuation Analyst.  Julia is a licensed  National  Public Accountant (NPA) who graduated from Universidad Nacional de Cordoba. Prior to joining Scalar, Julia was a Senior Auditor at KPMG. She is also pursuing Graduate studies in Corporate Finance & Stock Markets from Universidad Siglo 21 in Argentina.

Nathan DeBeikes

Associate

Nathan joined Scalar as a Valuation Associate in 2022.  Nathan is responsible for assisting clients with transaction and advisory engagements.  Before Scalar, Nathan worked in wealth management at Sepio Capital where he assisted in advising ultra-high net worth individuals.  He graduated from the Brigham Young University Marriott School of Business with a Bachelor of Science in Finance.  He has passed Level 2 of the Chartered Financial Analyst program and is pursuing Level 3.

Sully Isaac

Associate

Sully Isaac joined Scalar as a Valuation Associate in 2022.  Sully is responsible for assisting clients with transaction and advisory engagements.  He has valued companies for tax planning, deferred compensation, financial reporting, and valuation consulting purposes.  He graduated from Brigham Young University with a Bachelor of Science in Finance. In his free time, Sully enjoys playing sports such as basketball, ultimate frisbee, and pickleball. He also enjoys trying new restaurants and keeping up with the Kardashians.

Jens Jorgensen

Associate

Jens Jorgensen joined Scalar as a Valuation Associate in 2022. Jens is responsible for assisting clients with transaction and advisory engagements. He has valued private companies for tax planning, deferred compensation, financial reporting, and valuation consulting purposes. Before coming to Scalar, Jens worked at Crewe Advisors in wealth management. Jens graduated from Brigham Young University with a Bachelor of Science in Finance. In his free time, Jens enjoys playing sports, camping, hiking, and fishing.

Cameron Smith

Associate

Cameron Smith joined Scalar as a Valuation Associate in 2022. Cameron is responsible for assisting clients with transaction and advisory engagements. He graduated from the BYU Marriott School of Business with a Bachelor of Science in Accounting. While attending BYU, Cameron worked in tax accounting at FirstPurpose Wealth and later in construction accounting at Forum Builders. In his free time, Cameron enjoys playing soccer, rock climbing, and reading.

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Karen Mahr

Sales Analyst

Karen Mahr joined Scalar in 2022 as a Sales Analyst. She is responsible for assisting our business development team and helping the sales team gather information. She is also in charge of entering, updating and maintaining detailed records in the system. Before joining Scalar, Karen traveled to Salt Lake City where she did humanitarian work and performed administrative tasks. In her free time, she enjoys traveling and seeing new places, as well as reading and spending time with her family.

Federico Schelstraete

Analyst

Federico Schelstraete joined Scalar in June 2022 as an Analyst. He assists the valuation team with 409A and enterprise valuations. Federico is a National Public Accountant graduated from Universidad Nacional de Córdoba. Prior to joining Scalar, he worked as Semi Senior Analyst at BDO Becher & Asociados S.R.L. He is currently pursuing his Postgraduate Diploma in Finance from Pontificia Universidad Católica Argentina. In his spare time, Federico enjoys playing football and riding his motorbike.

Eugenia Vanni

Analyst

Eugenia joined Scalar in June 2022 as an Analyst. Eugenia graduated from Universidad Siglo 21 in Argentina with a degree in Business Administration. Before joining Scalar, Eugenia worked at Trust Capital for almost four years as the person responsible for Operations. She is now finishing her postgraduate specialization in Corporate Finance and Stock Markets from Universidad Siglo 21.

Dylan Wakeland

Associate

Dylan Wakeland is an Associate at Scalar responsible for growth, business development, and valuation support West of the Mississippi. Prior to joining Scalar, Dylan attended Westminster College where he received a Bachelor of Science in Finance and Marketing. He gained professional experience working as a small business consultant at Westminster College in the Center for Financial Wellness and participated as an Associate in the University Valuation Group.

Isaac Landau

Associate

Isaac Landau joined Scalar as an Associate responsible for valuation support, business development, and growth. Specifically, he works with clients in the Eastern United States, Eastern Canada, and UK. Isaac is proud to have grown up in Salt Lake City, having attended Rowland Hall High School before receiving his Bachelor of Science in Finance and Honors College Certificate from Westminster College. While at Westminster College, Isaac gained valuable teaching experience through his instructor roles in the Westminster Center for Financial Wellness. Prior to joining Scalar, Isaac worked closely with the managing director of a family office based out of Miami, Florida. When not working, he enjoys a multitude of hobbies including 3D Printing, beekeeping, golfing, fishing, and playing the guitar.

Florencia Manzo

Analyst

Florencia joined Scalar in August 2022 as an Analyst. Florencia graduated from UNC National University in Argentina with a Bachelor’s degree in Economics. She also has a postgraduate diploma in Finance Management from George Washington University. She is currently pursuing a Master’s degree in Corporate Finance. Prior to joining Scalar, Florencia worked for a consulting firm for almost three years doing business modeling for regulated companies. In her free time, Florencia enjoys playing field hockey, running, spending time with her pup Tinter and hanging out with friends.

Ariela Detlefsen

Analyst

Ariela joined Scalar in August 2022 as an HR & Recruiting Analyst. She is a Human Resources Administrator who graduated from IES University College in Argentina. She also enjoys self-training in social media advertising, design, and digital marketing. Prior to joining Scalar, Ariela was a freelance recruiter and has run her own micro-business for more than 3 years where she helps people to find a jobs.

Nick Smith

Senior Associate

Nick Smith is a Senior Associate on the Scalar Dallas team serving PE, VC, and public company clients with transaction and advisory services. He has over three years of business valuation experience for purposes of purchase price allocation, financial reporting, and board-level decision-making. Before joining Scalar via acquisition, Nick worked as an Associate in the Business Valuation practice of RSM US, LLP, a middle market public accounting firm, and GuideCap Partners, an investment bank providing valuation and sell-side M&A services. Nick holds a Bachelor of Science in Economics from Baylor University, as well as FINRA, GS, and IB registrations. In his spare time, he enjoys spending time with his wife, Shelby, serving at his church, and exercising in his home gym.

John Atalis

Associate

John Atalis is an Associate on the Scalar Dallas team providing clients with transaction and advisory services. His valuation experience involves engagements related to financial reporting, purchase price allocation, complex securities, and deferred compensation. Prior to joining Scalar via acquisition, John worked as an analyst at GuideCap Partners, a mid-market investment bank providing sell-side M&A and valuation services. John received a BBA in Finance from the McCombs School of Business at The University of Texas at Austin.

Maximillian Power

Associate

Maximillian Power joined Scalar as a Valuation Associate in 2022. Max is responsible for assisting clients with transaction and advisory engagements. He graduated from Texas Christian University’s Neeley School of Business with an MBA and also has a Bachelor of Science in Movement Science. While attending TCU, Max worked as a finance intern at a Fort Worth-based family office. Outside of Scalar, Max enjoys listening to live music, scuba and free diving, and watching The Great British Baking Show.

Isaac Anderson

Associate

Isaac Anderson joined the Scalar team in Dallas as a Valuation Associate in 2022. He is responsible for assisting clients with transaction and advisory engagements. Isaac graduated from TCU’s Neeley School of Business with a BBA in Finance and received a BA in French Language Studies. While attending TCU, Isaac interned in an analyst role at Outpost Capital Partners, a special situations investment firm, and in a sales position at UnitedHealth Group. In his spare time, Isaac enjoys golfing, running, pickleball, and playing the guitar.

Andrew Hansen

Advisor

Andrew Hansen joined Scalar in 2022 as an Advisor. His valuation experience involves purchase price allocation, complex securities, option pricing methods, and Monte Carlo simulations. Before joining Scalar, Andrew was Senior Manager at GuideCap Partners, a middle market investment bank and valuation services firm. Previously, he served as an analyst in the cash-flow modeling group for S&P Global Ratings, a provider of credit ratings, market intelligence, and investing tools. Andrew received an M.B.A. in Finance and Strategy from the Cox School of Business at Southern Methodist University, and a B.B.A. in Finance and Entrepreneurship from Baylor University. Andrew is a CFA® charterholder.

Carlos Cruz

Data Engineer

Carlos Cruz joined Scalar as a data engineer in 2022. Carlos is responsible for extracting and modeling data into a format that can be used to take data driven decisions. Carlos has worked with data from many sources such as valuations, CRM, external business and more. Prior to Scalar, Carlos worked as a data engineer at LAFISE Group, one of the regional leaders in the field of financial services in Central America. In his spare time Carlos enjoys swimming, exploring tourist locations and interactive mediums.

Wandy Santana

Software Developer

Wandy Santana joined the Escalar team in May 2022 as a Software Developer specialized in JavaScript. He studied the basics of computer science and JavaScript at Platzi, as well as systems engineering at the UCATECI (Universidad Catolica del Cibao). Prior to joining Scalar, he worked as a Software Engineer at NewFold leading the Frontend development. In his free time, he loves learning about what’s new in the development industry, about open source, and most of all, spending time with his family.

Omar Boza

Software Engineer

Omar joined Scalar recently, in May 2022, as a Software Engineer working with Vue and WordPress. Since 2015, he has worked as a Developer, Project Manager, and even Recruiter for local companies and worked face-to-face with clients from around the world such as Costa Rica, Canada, Cyprus, and, of course, the United States on all kinds of projects.
Omar studied Computational Engineering at National Engineering University in Managua, Nicaragua, and as a Senior Full-Stack developer, has participated in a lot of projects using many technologies as simple as a WordPress Widget to as complex as Full Systems from scratch to production.
In his spare time, he enjoys watching TV, playing video games, traveling, and doing ecotourism.

Ali Sequeira

Software Engineer

Ali Sequeira Joined Scalar in 2022 as Frontend-Developer specialized in Reactjs. Ali is from Nicaragua and is part of the Diverse team of Scalar’s developers responsible for building the Scalar technologies. Before joining Scalar, Ali dropped off college to pursue his true passion about technologies. He worked for a software developer agency helping them to build Lead generator sites that help small companies to have a better internet presence.
In his spare time Ali likes to write blogs on internet about JavaScript that He considers will help new developers in their learning path. He also likes to play soccer and watch movies.

Fabricio Saavedra

Software engineer / full-stack developer

Fabricio joined Nicasource in August 2021 as a full-stack developer specialized in Django and React. He’s mostly self-taught, leveraging on free resources and some popular courses such as Algorithms from Princeton University, Machine learning with Andrew Ng and CS50 from HarvardX. Prior to dedicating to web development, he got a Chemical Engineering degree from UNLP, studied Ecohidrology and worked in the upstream oil industry as a wireline field engineer. In his free time, he likes to listen to 90/00s rock music and spend time with his partner Jorgelina and his son Hipolito.

Rene Cortez

Software Developer

Rene Cortez joined Scalar in 2021 as a Frontend Developer specializing in React JS. René graduated from “Universidad Centroamericana UCA” with a Bachelor’s degree in System Engineer. Prior to Scalar, Rene has worked as a Developer since 2014 for local companies. In his free time, René enjoys spending time with his family and friends, also he loves to play soccer and swimming.

Reymundo Tenorio

Software Developer

Reymundo Tenorio joined Scalar in 2022 as a ReactJS Frontend Developer. Before joining Scalar, he worked as a React Native Mobile Developer and FullStack Web Developer for different companies. He has a System Engineer Degree from the National University of Engineering in Nicaragua. He usually ventures to travel to discover new landscapes of his country, he loves to drive long distances and listen to music; and he also enjoys playing ping-pong.

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Henry Gadea

Software Engineer

Henry Gadea joined the Scalar team in February 2022 as a software Engineer specialized in ReactJS with an experience of more than 6 years. Prior to joining Scalar, he worked as a SR Systems Analyst at one of the biggest banks in Nicaragua and worked as a freelancer on important projects for FAO Nicaragua. In his free time, he enjoys learning new trends in web development.

Jonathan Guadamuz

Software Engineer

Jonathan joined Scalar in March 2020 as a Frontend Engineer. He is from Nicaragua and has over 5 years of experience working on web programming. In the past year he has adopted the role of Team Leader, helping new scalar’s developers in the onboarding process. Jonathan likes to contribute to software communities in his city. He is an organizer of Google Developers Group Managua and also he has participated as speaker on some tech events in Central America. Jonathan earned a Software Engineering degree from Universidad Centroamericana. In his spare time, he likes to swim every day before work, watch series and take long road trips.

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Maria Celeste Medina

Software Developer

Celeste has joined Scalar in March 2022 as Frontend Software Developer specializing in React JS. She studied Full Stack Web Development at Henry, a regional coding bootcamp. Prior to joining Scalar, she has been an ed-tech entrepreneur and business intelligence developer. In her free time, she enjoys going to the movies.

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