ADVISORY SERVICES
Capital Readiness Assessment
Capital Readiness Assessment
Capital Readiness Assessment
Capital Readiness Assessment
A lender-perspective review designed to identify approval issues, documentation gaps and corrective actions before submission.
Transaction Structuring
Capital Readiness Assessment
Capital Readiness Assessment
Capital Structuring and Reporting
Development of a financing strategy based on the borrower’s qualifications, transaction structure, capital requirements, timeline, and available funding options.
Capital Placement
Financial Analysis & Valuation
Financial Analysis & Valuation
Private Credit/Capital-Source Alignment
Development of a strategic lender-submission plan designed to reduce unnecessary submissions, avoid preventable declines, and position the opportunity with appropriate capital sources.
Financial Analysis & Valuation
Financial Analysis & Valuation
Financial Analysis & Valuation
Business Valuation Report
Designed to use market and asset-based valuation methods, incorporating sales & SDE multiples, hand-picked comparables, and financial adjustments to assess business viability.
Shelia Darby, MBA, CVA, MAFF
Affiliate Valuation Expert
Shelia Darby has 20+ years as an experienced valuation and financial professional. Ms. Darby is a recognized thought leader valuing complex initiatives and companies. She has worked on projects ranging from asset to company valuations. Past projects have included work for companies ranging from Fortune 500 to small, privately held businesses.
Ms. Darby provides certified valuation reports that deliver the insight and credibility needed to facilitate deal making and successful resolutions. As a certified business appraiser, she adheres to the high standards set forth by well-recognized, accredited organizations.
For HOUSTON FiNTECH, she provides the highest level of third-party financial analytics and valuation assistance.
Ms. Darby provides certified business valuations of closely-held businesses. Her 20+ years of valuation experience spans numerous industries, ranging from energy/mining, construction/real estate, retail/wholesale and manufacturing to finance/insurance, services, professional and health. Ms. Darby formerly served as the Assistant Treasurer of Transocean and held various valuation, finance, and strategy roles at ConocoPhillips, AGL Resources, and Enron Corporation. While at ConocoPhillips, she led the strategy and finance department of the company’s largest business unit in Norway. She also enjoyed teaching the valuation and economic modeling course to over 250 employees located throughout North America, Asia Pacific, and Europe. During her tenure, Ms. Darby was responsible for reviewing the valuation and finance approvals for over 100 acquisitions and dispositions.
Ms. Darby holds an M.B.A. from Rice University, a B.B.A. in Finance from Baylor University, and professional certifications from the National Association of Certified Valuators and Analysts (NACVA), including the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) designations. She is also a certified Project Management Professional (PMP) from the Project Management Institute (PMI).
Ms. Darby is a current board member of the Ethics and Oversight Board of NACVA and President of the NACVA Houston State Chapter. She is also the Treasurer of the Texas Association of Business Brokers – Houston Chapter. Personally, she enjoys spending time outdoors with her family where she is often found in the stands at a softball field watching her daughter play.