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  • Achiever, Competition, Consistency, Responsibility, Analytical

Zach Koester

Senior Financial Analyst

Zach Koester, Senior Financial Analyst, began his career in 2020. He has developed extensive expertise in business valuation and financial modeling, earning his Certified Valuation Analyst (CVA) credential. 

Leveraging his analytical skills, Zach conducts valuations for estate and gift taxes, litigation support, and marital dissolution matters. He specializes in building complex financial models, including leveraged buyouts and cash flow forecasting, while providing data-driven insights for strategic decision-making. Zach values working with clients to solve complex problems and delivering consistent, high-quality analysis. 

 

Zach lives in Omaha, NE. Outside the office, he can be found playing sports, organizing the Lutz volleyball team, creating art, and cheering on the Los Angeles Chargers. 

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Areas of Focus
  • Mergers & Acquisitions
  • Sell-Side Advisory Services
  • Buy-Side Advisory Services
  • Financial Analysis
  • Business Valuation
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Affiliations & Credentials
  • Certified Valuation Analyst (CVA)
  •  Financial Modeling & Valuation Analyst (FMVA)
  • National Association of Certified Valuators and Analysts (NACVA), Member & 2024 30 Under 30 Honoree
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Community Service
  • Cystic Fibrosis Foundation, Tomorrow's Leaders Council Member
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Educational Background
  • BSBA in Business Finance, Investment Science and Portfolio Management, and Banking and Financial Markets, University of Nebraska, Omaha, NE
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Zach Koester