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Evlon Charles

Managing Director

About

Evlon is a member of the Forensics & Valuation service line and the Financial Services Practice, with more than 15 years of experience providing business valuations for both tax planning and financial reporting purposes in accordance with GAAP.

His valuation experience includes valuation analyses for purchase accounting, goodwill impairment, tax restructuring, collateral support, and acquisition pricing, as well as providing strategic decision support related to transactions. Evlon has significant experience valuing businesses, underlying intangible assets, liabilities, and financial instruments, including equity and debt interests.

Evlon has broad valuation experience in several industries, with a focus on the financial services sector, e.g., banking, specialty finance, insurance, and asset management.

He has valued intangible assets including, but not limited to, customer relationships, independent broker relationships, policy renewals, state licenses, trade names, internally developed software, non-compete agreements, core deposit intangibles, purchased credit card relationships, mortgage servicing rights, and indemnification assets. In addition to valuing equity interests in various financial service concerns, he has valued other financial instruments including, but not limited to, loan portfolios, company debt, trust preferred securities, and FHLB Advances.

Prior to joining Forvis Mazars, Evlon worked at an accounting firm’s economic and valuation services practice in Chicago as well as in their department of professional practice in New York. He also worked at another accounting firm’s transaction advisory services practice in Houston. Most recently, Evlon led an accounting firm’s valuation practice for financial institutions and specialty finance companies. He has also worked within the commercial banking sector in the Caribbean as a credit analyst and business banker, and in the United Kingdom.

He is a member of the American Institute of CPAs and holds the Accredited in Business Valuation (ABV) credential.

Evlon is a 2005 graduate of Rice University, Houston, Texas, with an M.B.A. degree in finance.

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