Bill Pommerening has provided consulting, valuation, merger and acquisition advisory and planning services to the financial services industry since 1983. A co-founder of RP Financial, Bill has led hundreds of valuation engagements on behalf of the firm, including valuation analyses in conjunction with initial public, secondary and rights offerings of banks, thrifts, insurance companies and other financial services firms, as well as securities held by ESOPs, profit sharing plans, estates and trusts. In addition, he leads the firm’s valuation practice in the areas of purchase accounting, mark-to-market valuation, core deposit valuation and valuing mortgage servicing rights. This valuation work has entailed detailed on-site due diligence, including interviews with management and records inspections, application of standard valuation techniques and formal presentation of the results. Under the direction of Bill, RP Financial has become a national leader in providing valuations for companies pursuing demutualization as well as merger advisory services for financial services companies and their subsidiaries.
Prior to forming RP Financial, Bill spent four years as financial advisor and consultant to the financial services industry. Prior to RP Financial, he was a Vice President of Financial Strategy Group (now Capital Resources), where he led a variety of engagements in the areas of corporate valuation, merger advisory, strategic planning and general consulting. Bill assisted in the development of a mortgage servicing valuation model for the Tax Department of the Federal Home Loan Mortgage Corporation (Freddie Mac) in conjunction with their transition to public ownership. Prior to his work in the financial services industry, Bill was a systems analyst with the Marriott Corporation, Bethesda, Maryland.
Bill currently resides in Virginia and earned his undergraduate degree from the College of William and Mary and a Masters of Business Administration from the Colgate Darden Graduate School of Business Administration at the University of Virginia. He has spoken to various groups within the financial services industry on numerous occasions and has been quoted in a variety of national, regional and trade publications. Bill has served as a valuation and merger advisory expert in various litigation matters.