Willamette Management Associates

Financial ServicesIllinois, United States11-50 Employees

Willamette Management Associates is a financial services firm based at 8600 West Bryn Mawr Avenue, Chicago, Illinois 60631. It specializes in business valuation and related valuation services, including intangible asset valuation, intellectual property valuation and royalty rate analysis, intercompany transfer price analysis, forensic accounting and expert testimony, and opinions on transaction fairness and solvency. Its capabilities extend to intercompany and regulatory aspects, providing advisory support for merger and acquisition pricing and structuring, tax planning and compliance, transaction financing, litigation and bankruptcy, governance and regulatory compliance, and ESOP transactions and ERISA administrative compliance. The client base includes publicly traded and multinational corporations as well as closely held companies across diverse industries, encompassing Fortune 500 firms and professional practices. The firm is described as a thought leader in valuation, forensic analysis, and financial opinions, and is noted for experience, creativity, and responsiveness. In 2021, Willamette Management Associates was acquired by Citizens Financial Group and operates as a Citizens company, with offices in Chicago, Atlanta, and Portland, Oregon, and a staff of 11 to 50 employees.

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