Kate O'Toole

Senior Manager

overview

Kate joined Franklin Nova Group in 2017, and specializes in business and intangible asset valuations, working in both the Valuation Services and Business Advisory practices.  Kate also specializes in incremental borrowing rate analyses to assist clients in the implementation of the new accounting standard for leases.

Prior to joining Franklin Nova Group, Kate began her career at Deloitte Financial Advisory Services LLP where she was a valuation associate. She also served as a recruiter with Robert Half Management Resources, advising clients on finance professional candidates.

When the workday is done, Kate can be found spending time with her husband, son, and two dogs.  Kate enjoys losing her sanity on the links, sitting by the pool, or gathering with friends at a barbecue or bonfire.  If you haven’t noticed the trend, Kate barely survives winters in Pittsburgh, often escaping in a good book or dreaming of all the places she might see one day.

significant transactions
Vera Bradley - Assisted a leading designer, manufacturer, and retailer of women’s handbags and luggage in meeting the financial reporting requirements related to its first significant acquisition of a branded product portfolio (Pura Vida) valued at nearly $100 million. In addition to providing acquisition assistance, we have consulted with the Company regarding the impacts of COVID-19 on their assets including the retailers national lease portfolio. (Services – Valuation and Lease Consulting Services – Apparel, Accessories and Luxury Goods Industry)
Wendy's - Provide ongoing financial reporting support to one of the leading quick service restaurant chains in the US with over 5,400 locations. Our services include ongoing financial reporting testing and quarterly analysis of lease portfolio. (Services – Valuation and Lease Consulting Services – Food & Beverage Industry)
Mettler Toledo - Assisted one of the leading manufacturers of precision instruments in their acquisition of five companies since the founding of Franklin Nova in 2012. Franklin Nova has provided purchase price allocation services including the valuation of developed technology, intellectual property, trade names, and contingent considerations. Mettler Toledo achieved a market capitalization of over $27 billion in 2021. (Services – Valuation Consulting Services – Life Science and Healthcare Industry)
industries served

Consumer Goods, Manufacturing, Technology, Environmental, Life Sciences & Healthcare, Education, Energy, Real Estate

education

BSBA, Finance
Robert Morris University, Pittsburgh, PA

AAS, Business Management
Community College of Beaver County, Monaca, PA