Brian Sarkis

Founder + Executive Director

bsarkis@franklinnova.com

office

412.206.1486

overview

Brian founded the Franklin Nova Group on the principle that world-class valuation and business advisory services can be delivered by experienced professionals without the overhead and bureaucracy of larger firms. During his tenure as a Director in one of the market-leading accounting and business consulting firms, Brian identified the opportunity to provide the same quality services and expertise in a streamlined manner that delivers unmatched value to clients. With his leadership and focus on providing client-centric solutions, Franklin Nova has realized Brian’s vision.

In addition to leading the day-to-day operations of Franklin Nova Group, Brian heads the firm’s Value Advisory Practice as well as co-chairs its Business Advisory Practice.

When not on the phone or engrossed in spreadsheets, Brian can be found attending amateur hockey and baseball games with his three sons or enjoying gymnastics and dance events with his daughter. When time permits, Brian can be found with his bride and his brood on the Southern North Carolina coast or knee deep in a stream attempting to match the hatch (which he rarely does but has fun none the less).

significant transactions

Heaven Hill - Led purchase price allocation valuation activities for the acquisition of the #2 branded Canadian Whisky Brand (Black Velvet); the acquisition of the #2 craft Vodka Brand in the US (Deep Eddy); and the #2 Irish Cream Brand (Carolans Irish Cream). (Service: Valuation Consulting Services – Spirits Industry)

Medpace - Led multiple financial reporting valuation engagements including multiple purchase price allocations, goodwill testing, and stock option valuation leading to the clinical research organizations (CRO) IPO in 2016 (Nasdaq GS: MEDP). The Company had a market capitalization over $4.7 billion by 2021. (Service: Valuation Consulting Services – Life Sciences Industry)

Doosan - Assisted the Bobcat unit of the Korean conglomerate in completing the acquisition of a $80 million US based commercial mower manufacturer for IFRS (international) financial reporting purposes. (Services: International Valuation Services – Equipment Manufacturing Industry)

Rumpke - Assisted one of the largest private waste haulers in the US to complete the acquisition of landfill and hauling operations in Kentucky and Ohio. (Services: Valuation Consulting Services – Waste Management Industry)

Evoqua - Provide ongoing financial reporting support related to the Company’s acquisition strategy by providing purchase price allocation studies for over 10 transactions. Evoqua’s market capitalization was over $3.3 billion in early 2021. (Services: Valuation Consulting Services – Water Treatment Industry)

Wendy’s - Provide ongoing financial reporting support to one of the leading quick service restaurant chains in the US with over 5,400 locations. Our services include ongoing financial reporting testing and quarterly analysis of lease portfolio. (Services – Valuation and Lease Consulting Services – Food & Beverage Industry)

Mettler Toledo - Assisted one of the leading manufacturers of precision instruments in their acquisition of five companies since the founding of Franklin Nova in 2012. Franklin Nova has provided purchase price allocation services including the valuation of developed technology, intellectual property, trade names, and contingent considerations. Mettler Toledo achieved a market capitalization of over $27 billion in 2021. (Services – Valuation Consulting Services – Life Science and Healthcare Industry)

Vera Bradley - Assisted a leading designer, manufacturer, and retailer of women’s handbags and luggage in meeting the financial reporting requirements related to its first significant acquisition of a branded product portfolio (Pura Vida) valued at nearly $100 million. In addition to providing acquisition assistance, we have consulted with the Company regarding the impacts of COVID-19 on their assets including the retailers national lease portfolio. (Services – Valuation and Lease Consulting Services – Apparel, Accessories and Luxury Goods Industry)

Castle Software - Led the marketing and sale of the Company to Constellation Software, Inc. a publicly traded Canadian company with a market capitalization of over 34 billion CAD. (Services – Business Advisory Services: Sell Side M&A – Education Software Industry)

areas of practice

Corporate Compliance, Estate + Tax Planning, Business Transaction + Planning, Litigation Support, Seller Advisory Services, Buyer Advisory Services

industries served

Consumer Goods, Manufacturing, Technology, Environmental, Life Sciences & Healthcare, Education, Energy, Real Estate.

education

MBA, Finance
Katz Graduate School of Business
University of Pittsburgh, Pittsburgh, PA

BS, Civil Engineering / Cum Laude
West Virginia University, Morgantown, WV

certifications

Engineer In Training
Chartered Financial Analyst

professional affiliations

Member - Cystic Fibrosis Foundation (Pittsburgh)
Member - CFA Society Pittsburgh