“Our clients expect us to be on the leading edge in technical/industry issues and transaction-related tax and financial/reporting issues. Working with talented professionals to solve my clients' complex tax and financial problems is both energizing and rewarding.”
Cassie McClintock has more than 12 years of experience in tax and financial services. Cassie serves the Firm’s Transaction Advisory Services Group and specializes in comprehensive M&A tax services in connection with acquisitions, divestitures, restructuring and carve-outs.
She has serviced clients in a broad array of industries including consumer products, financial services, healthcare, hospitality, life sciences, professional services, retail and technology. Cassie has considerable expertise in providing tax due diligence, structuring, modeling, consulting and closing assistance services to private equity and strategic investors. She has worked extensively on domestic and cross-border deals ranging from $10 million to $5 billion.
Cassie also has experience in tax-advantaged structuring for acquisitions, investments, joint ventures, investment platforms, LBOs, IPOs and other exit strategies, in addition to private equity topside structures.
Prior to joining PKF Advisory, Cassie worked for a “Big Four” accounting firm in its M&A practice, focusing on private equity investors and their portfolio companies, as well as the corporate tax and multistate tax practices.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Certified Public Accountant (California)
- Golden Gate University - Master of Science degree in Taxation
- San Jose University - Bachelor of Business Administration degree in Accounting