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Evan Forrest

Evan Forrest

Evan is an Associate with over three years of management consulting experience in the financial services industry. He has advised some of the world’s largest asset management companies and private equity firms regarding growth strategy, cost-cutting initiatives, and M&A due diligence.

Prior to joining Accordion, Evan was a strategy consultant with Casey Quirk, where he primarily advised large multi-affiliate asset managers on future growth strategies. His primary responsibilities included identifying operational inefficiencies, sizing and projecting market demand, and formulating potential recommendations to drive growth.

In addition, Evan conducted due diligence on potential acquisition targets on the behalf of private equity firms that were investing in the financial services sector. Other responsibilities included creating financial models to project outcomes of strategic recommendations, creating board / management presentations, and preparing fairness opinions.

Evan holds a B.A. in Public Policy with Distinction from the University of Virginia.

“If you want something you've never had, you must be willing to do something you've never done.” – Thomas Jefferson

Something You Should Know

  • Studied international finance abroad at the University of Oxford for a summer
  • Passionate UVA basketball and Yankees fan

Noteworthy

  • His research has been published by Bloomberg, Pensions & Investments, and Institutional Investor