Kate has several years of experience in mergers and acquisitions, valuations, and financial analysis. Prior to joining Mirus, she was employed by a middle market investment banking and valuation firm where she worked on several M&A and financing transactions, including leading due diligence efforts, writing offering documents, and performing financial analysis. In addition, Kate has prepared valuation models and reports for clients, including 409(a) option valuations, purchase price allocations, and business enterprise valuations for purposes such as estate planning and litigation.
Kate received a BS from the Massachusetts Institute of Technology in Management with a concentration in Finance and a minor in Economics. While at MIT, she worked as a research assistant for a business law professor. She is a Certified Valuation Analyst and holds Series 7, 24, 63, and 79 certifications from FINRA.
Kate lives in Amesbury, Massachusetts with her husband.
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