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Adam Ortega


Adam Ortega has over fourteen years of experience in valuation services. His experience includes valuing business enterprises, equity positions, tangible assets, financial instruments, intangible assets, stock options and intellectual property. He has primarily served clients in the chemicals, consumer, entertainment, financial services, industrial products, oil and gas, and telecommunications industries.


  • Valuation expertise provided in numerous litigation matters with a focus on bankruptcy issues and shareholder disputes
  • Engagements span a wide variety of industries, including chemical, media and entertainment, mortgage, oil and gas, and transportation
  • Performed work related to balance sheet insolvency concerns, and other tests for insolvency, as well as valuations for appraisal rights cases
  • Several of these engagements involved multi-billion dollar businesses, including Residential Capital, LLC, Tronox, Inc., Tribune Company, Adelphia Communications, and Lyondell Chemical Company
  • Extensive experience in the telecommunications industry, and played an integral role in the largest bankruptcy of an integrated telecommunication services provider in the world
  • Assisted with the valuation of intangible assets, including spectrum licenses and goodwill for a large S&P 100 telecommunication provider, performed enterprise valuations for a large domestic broadcasting and cable company, and underwrote senior credit facilities for several middle market telecom companies
  • Completed numerous projects in the energy industry, including asset-based valuations for a large commodity chemical company, assisted with the pursuit of fraudulent conveyance claims related to one of the largest bankruptcies ever in the chemical sector and provided discount rate analysis of energy, chemical and refining companies


  • Association of Latino Professionals in Finance and Accounting, executive council (2012) and board member (2011/2012)
  • Chicago Professionals for Youth, past board member
  • American Bankruptcy Institute, member
  • Business Valuation Association, member
  • CFA Institute, Level II Candidate


University of Notre Dame
Bachelor of Business Administration