Tom Insalaco, Senior Vice President, has been valuing businesses since 2008 and has experience valuing businesses in many different industries and for many different purposes.
Tom has developed expertise in valuation consulting for estate planning and exit planning purposes with a focus on construction, consumer discretionary, and transportation companies, as well as alternative asset managers. His valuation analyses have been used by stakeholders in private companies, attorneys, accountants, and other fiduciaries.
Included in his experience is several years valuing publicly traded companies to provide investment recommendations to institutional investors as part of the equity research division of a global bank.
Prior to joining Mercer Capital, Tom was a vice president at Management Planning, Inc. His past experience also includes seven years as a manager in the valuation practices of Marcum in New Haven, Connecticut, and of Freed Maxick in Buffalo, New York.
Professional Designations
- Charted Financial Analyst (The CFA Institute)
- Accredited Senior Appraiser (The American Society of Appraisers)
Professional Memberships
- The CFA Institute
- The American Society of Appraisers
- Southwest Florida Estate Planning Council
- Member (2024 to present)
- CFA Society of Buffalo
- Board Member (2021 to present)
- Estate Planning Council of Western New York
- Program Chair (2024 to 2025)
- Board Member (2021 to present)
- University of Buffalo, Terese Kelly Investment Group
- Board of Advisors (2017 to present)
- University at Buffalo, School of Economics
- Adjunct Instructor (2024 Fall Semester)
Education
- The State University of New York at Buffalo, Buffalo, New York (B.S., Business Administration, Finance Concentration, 2008)
