Experience
Lloyd advises clients on the value of their privately-held business interests and identifies the strategies necessary to build corporate value. This assistance often includes forecasting future cash flow needs, securing adequate capital and advising on the acquisition of new businesses.
Lloyd’s range of expertise extends to many aspects of financial management. His experience allows him to identify the drivers of corporate value which is vital in assessing the viability and worthiness of capital transactions. His knowledge of the financial marketplace enables him to structure transactions in a manner most advantageous to his clients.
In addition, Lloyd is a frequent speaker to business and student groups on the topics of private company corporate finance and valuation.
Prior to Meaden & Moore, Lloyd spent six years in banking, holding positions within the credit, finance and commercial lending areas.
Areas Of Specialization
- Business Valuation
- Transaction Advisory
- Banking and Finance
- Growth Consulting
- Private Equity and Private Office
Education
- Case Western Reserve University Weatherhead School of Management, MBA with a concentration in Banking and Finance
- Denison University, Bachelor of Arts in Economics
Professional Development
- National Association of Certified Valuation Analysts: Certified Business Appraiser (CBA) designation
- Association for Corporate Growth
Community/Philanthropic Pursuits
- MidTown Cleveland, Inc. - Immediate Past Board Chair
