Mr. Katz is Chief Financial Officer of Quest Integrity. Prior to joining Quest Integrity, he spent a total of nine years in the mergers & acquisitions groups at several leading Wall Street investment banks, including Morgan Stanley, and most recently, as a Director at Merrill Lynch. During this period, Mr. Katz advised senior management and board members on a variety of mergers, acquisitions, divestitures, company sales, spin-offs, fairness opinions and shareholder rights plans. Mr. Katz’s transaction experience spans a variety of industries, including energy, healthcare, technology, software, telecommunications, food and general industrial. He began his career as a financial analyst at The MacNeal-Schwendler Corporation, a publicly traded engineering software company, where he played a critical role in the company’s global accounting and SEC reporting functions. Mr. Katz holds a B.A. in Business Economics from the University of California, Los Angeles and an M.B.A. in Finance from The Wharton School at the University of Pennsylvania.
