ROBERT L.

METZFIELD
Mobile: (609) 206-2501
Mount Laurel, NJ 08054 rmetzfield@msn.com Home: (856) 234-3742

PROFILE
Proven financial advisor with demonstrated technical and business development acumen in business valuation and transaction
advisory services. Results-focused professional with a proven track record of sourcing and executing formal business valuations for
pre-acquisition, financial reporting and tax planning purposes. Regarded as a high integrity strategic thinker with a unique problem
solving perspective.

Key Competencies:
• Strategic Planning/Decision Support • Deal Structuring/Negotiation • Purchase Accounting Valuations
• Business/Intangible Asset Valuations • Merger/Acquisitions/Divestitures • Goodwill Impairment Testing
• Acquisition Planning/Transaction Support • Fair Value Accounting & Reporting • GAAP/IFRS Reporting Standards
Industries Served:
• Healthcare • Financial Services • Publishing
• Pharmaceutical • Heavy Construction • Software/IT Technology
• Biotechnology/Medical Devices • Aerospace • Consumer Products
EXPERIENCE
NAVIGANT CAPITAL ADVISORS, LLC, Philadelphia, PA 2009 – 2010
Associate Director, Valuation Services
Regional practice leader responsible for sourcing and executing formal business valuations in support of fair value measurement
and disclosure requirements for business combinations, equity interests, intangible assets and share-based compensation
arrangements.
Developed Life Sciences product line initiative in support of pre-acquisition accretive analysis, purchase accounting valuation
analysis and intellectual property commercialization and licensing.
Sample engagements include:
•Pre-acquisition value analysis of a biotechnology company valued in excess of $1.0 billion, including an accretive value
analysis of the company’s commercialized cardiovascular products.
•Fair market value analysis in support of the transfer of a U.S. based holding company’s equity interest in a foreign
Aerospace company for tax reporting purposes.

AMERICAN APPRAISAL ASSOCIATES, INC., New York, NY 2007 - 2008

Senior Manager, Financial Valuation Services
Senior manager chartered with business development and project management responsibilities related to formal business
valuations in compliance with financial reporting and tax planning requirements.
Sample engagements include:
•Fair value analysis of intangible assets in support of a $320 million acquisition of a leading education technology
company by a private equity firm.
•Fair value analysis of intangible assets related to a $6.3 billion acquisition of a national long-term and post-acute care
services provider operating in excess of 500 skilled nursing and rehabilitation centers.
•Fair value analysis of tangible and intangible assets related to a $45 million acquisition of a U.S. based construction firm
by a foreign entity in compliance with IFRS standards.

GRANT THORNTON LLP, Philadelphia, PA 2004 – 2007

Senior Manager, Economic Advisory Services
Regional practice leader chartered with business development and project management responsibilities related to sourcing
and executing formal business valuations in compliance with financial reporting and tax planning requirements.
Sample engagements include:
•Fair value analysis of preferred and common equity interests in a newly formed privately held health care supplier with
combined revenues in excess of $470 million.
ROBERT L. METZFIELD
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 •Fair value analysis of intangible assets in support of a $45 million acquisition of a European based biotechnology
company.
•Goodwill impairment analysis of two reporting units for a publicly traded financial holding company with $3.1 billion in
managed assets.
•Financial strategy valuation related to the formation of a jointly owned management services company by two regional
dental insurers.

DELOITTE LLP, New York, NY 1996 – 2003

Senior Manager, Financial Advisory & Corporate Finance Services
Investment banking professional chartered with sourcing and executing M&A transactions, capital raising opportunities and
corporate advisory services including business strategy development and acquisition planning for middle-market Healthcare and
medical technology companies.
Sample transactions and deal size include:
• $80 million joint acquisition of a provider-sponsored, for-profit HMO/PPO/POS managed care company by a major
BlueCross BlueShield for-profit subsidiary and nonprofit Health Alliance Plan.
• $30 million sale of an 85,500-member integrated staff-model HMO/MSO with combined revenues exceeding $200
million.
• $11 million acquisition of a 200-bed for-profit acute care hospital by a prominent New York based teaching
hospital system.
• $2.0 million sale of a hospital owned home health services business to a regional for-profit multi-state provider.

LONGSHORE + SIMMONS, Conshohocken, PA 1994 – 1996

Project Director, Health Care Consulting

COOPERS & LYBRAND LLP, Philadelphia, PA 1992 – 1994

Senior Consultant, Health Care Regulatory and Consulting Group

DELOITTE & TOUCHE LLP, Cincinnati, OH 1989 – 1992

Senior Consultant, Health Care Management Consulting

MILITARY EXPERIENCE
United States Naval Reserve, Lieutenant Commander 1985 - 2001
United States Navy, Active Service, Lieutenant, Naval Aviator 1979 - 1984

EDUCATION
MBA, Temple University Fox School of Business and Management, Philadelphia, PA, 1987
Concentration in Health Administration and Finance, GPA - 3.5
BS, Chemistry, LaSalle University, Philadelphia, PA, 1977

PROFESIONAL AFFILIATIONS AND CERTIFICATIONS

Candidate, Accredited Senior Appraiser, American Society of Appraisers (ASA)
Candidate, Level II, Institute of Chartered Financial Analysts (CFA)
Member, Association for Corporate Growth
Member, United States Naval Reserve Association
NASD (FINRA) Certifications: Series 7 General Securities & Series 63 Licenses (inactive)

PRESENTATIONS
M&A Roundtable sponsored by Dilworth Paxson LLP: “Accounting Issues Related to Financial Reporting & Deal
Structures”, March 2010
Biotech 2006 Conference: Symposium of the Biotechnology Council of New Jersey and Pennsylvania: “Valuation Issues and
Financing Strategies for Biotech Firms”, October 2006