At North Inlet, we are more than just advisors to our clients. We are collaborators who work hand in hand with the entire team to drive the desired result through strategic and creative financial thinking.
A native of Michigan, Val moved south to begin her career in Charlotte with Edgeview Partners (now Piper Jaffray), where she focused on sell-side advisory. Following her time as an analyst, she moved to the buy-side, working for both financial and strategic acquirors. Most recently, Val was on the corporate development and investor relations teams at Babcock & Wilcox, where she played a pivotal role in the 2015 spin-off of the commercial power generation and industrial business.
Val’s insight draws upon experience from the client perspective as well as the advisor’s, making her a well-rounded member of the North Inlet team. Her background includes financial and business due diligence, contract negotiation, integration and synergy realization, internal process management and investor relations.
Val earned her B.A. in economics from Vanderbilt University and her MBA from the Fuqua School of Business at Duke University. While at Vanderbilt, she competed in both cross-country and track and field, and she remains a competitive runner, cyclist and mountain biker. Val resides in South Charlotte with her husband and daughter.