Managing Director – Advisory
Kate brings over 12 years of accounting and financial due diligence experience to WilliamsMarston. Since joining WilliamsMarston, Kate has advised clients on corporate and private equity due diligence, performed interim controllerships and advised clients on a variety of technical accounting matters including complex consolidations, inventory accounting, lease accounting, IPO readiness, SEC reporting, audit preparedness and policies and procedures.
Prior to WilliamsMarston, Kate was a Manager at EY LLP where she served private equity and corporate clients in the Transaction Advisory Services practice. Kate began her career in EY’s Boston Assurance practice, focusing on the software, technology and life sciences industries. After joining the Transaction Advisory Services practice, Kate focused on buy-side financial due diligence for mergers and acquisitions, as well as carve-out transactions. Her client experience includes domestic and international private equity firms, large private companies, inbound international investments and emerging growth companies in the manufacturing, medical devices, retail and consumer products, software and technology, advertising, oil and gas, patient care, research and development and construction/supply industries. Kate’s divestiture experience includes a $6.1 billion carve-out of subsidiary financial statements pursuant to divestment.
Kate is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Accounting as well as a Bachelor of Science with a concentration in Accounting from Boston College, where she graduated magna cum laude.