Methodology
Tim Koller
Co-developer of the ValueLens methodology, Lead author of Valuation: Measuring and Managing the Value of Companies (8 editions), former McKinsey Partner
Lead author of Valuation: Measuring and Managing the Value of Companies across eight editions, the standard reference in corporate finance. Spent decades at McKinsey as a Partner in the Strategy & Corporate Finance practice, advising boards and management teams on valuation and value creation. Co-developed the ValueLens methodology and remains actively involved in the platform's analytical approach.https://www.linkedin.com/in/timkoller/
Founders
Stijn Broekema
Co-Founder & CEO, Former McKinsey Strategy & Corporate Finance
Co-Founder and CEO of ValueLens. Former McKinsey Strategy & Corporate Finance consultant, where he worked across strategy, corporate finance, M&A, and investor relations engagements. Founded ValueLens to make rigorous, investor-style analysis of any public company available to the teams that need it most, building on the same frameworks he used in client work at McKinsey.https://www.linkedin.com/in/stijnbroekema/
Tony Csemet
Co-Founder & CPO, Former McKinsey Head of Product
Co-Founder and CPO of ValueLens. Former Head of Product at McKinsey, where he led the build-out of McKinsey's Value Intelligence Platform, taking it from Excel-based analysis to a full enterprise-grade software platform used by thousands. Brings deep expertise in translating complex analytical frameworks into products that practitioners actually use.https://www.linkedin.com/in/tonycsemet/
Nirav Sheth
Co-Founder & CTO, Former McKinsey Head of Engineering
Co-Founder and CTO of ValueLens. Former Head of Engineering at McKinsey, where he led a team of more than 100 engineers building proprietary analytical platforms. Ensures ValueLens is reliable, scalable and secure: the foundation that makes rigorous valuation analysis available in minutes, on any public company.https://www.linkedin.com/in/nisheth/
Team
Matheus de Oliveira Ramos
Product & Delivery Lead
Leads client delivery and product development at ValueLens, working at the intersection of what clients need and what the platform builds next. Runs the analytical work behind each engagement and brings those learnings back to the engineering team. Co-author of the ValueLens research on beta estimation with Tim Koller. Previously three years in McKinsey’s Strategy & Corporate Finance practice in Lisbon. Mechanical engineering, Federal University of Rio Grande do Sul.https://www.linkedin.com/in/matheusoliveiraramos/
Neha Pareek
Product Analyst
Works across the analysis that goes into the platform and the work with clients. Background in strategic and business research: enterprise valuation, comparable-company and precedent-transaction analysis, operational benchmarking and peer screening, most recently as Assistant Manager at Fuld & Company and before that at Phronesis Partners. PGDM in Finance, Jaipuria Institute of Management; CA Intermediate.https://www.linkedin.com/in/neha-pareek-8b512972/
Robson Ramos
Senior Engineer
Builds the ValueLens platform. More than a decade of full-stack engineering on enterprise applications in finance, insurance and energy, including two years as an external senior engineer for McKinsey building APIs and data pipelines for the finance practice in Go, AWS, PostgreSQL and Snowflake. Previously led development teams at Rayobyte and Intelbras.https://www.linkedin.com/in/robbramos/
Mário Costa
Senior Engineer
Builds the ValueLens platform, with a focus on backend systems and data infrastructure. Senior engineer in Go, TypeScript and Python across payments (Sprinque), healthcare interoperability (91Life) and data platforms (INFONET), building APIs, ETLs and distributed services on PostgreSQL, Snowflake and AWS. Master’s in biomedical engineering, Instituto Superior de Engenharia do Porto.https://www.linkedin.com/in/mariojacosta/
Nicole Orozco Sancho
Senior Financial Analyst
Works with the product team and advisors to codify financial models, edge cases and industry-specific adjustments into product specifications. Previously Senior FP&A Analyst at Intel, a financial analyst in McKinsey’s Strategy & Corporate Finance practice, and in transaction advisory at EY. Universidad de Costa Rica.https://www.linkedin.com/in/norozco06/
Advisory board
Minsok Pak
President, Chief Strategy & Transformation Officer, Refresco, Former McKinsey Senior Partner
Nearly two decades as a Senior Partner at McKinsey, leading the Asia-Pacific practice and later the firm's digital transformation. Has held C-suite strategy and transformation roles at Target, LEGO, Mondelēz, LG Electronics, CJ CheilJedang, and now Refresco. Also served as a board member at Primo Brands. Brings board-level executive experience across global public companies and a close familiarity with how investors read strategy and performance.https://www.linkedin.com/in/mspak/
Michael Patsalos-Fox
Board Member, Cognizant and multiple technology companies, Former Chairman of the Americas, McKinsey
Spent 32 years at McKinsey, where he led the Americas region, the North American Corporate Finance practice, and served on the firm's board for twelve years. Created McKinsey Solutions, combining industry expertise with proprietary data and analytics. Subsequently CEO of Stroz Friedberg and Vidyo. Now serves on the boards of Cognizant and several technology companies including CloudPay. One of the most senior figures ever to come out of McKinsey's corporate finance world.https://www.linkedin.com/in/michael-patsalos-fox-a4133330/
Andrew Shapiro
Founder & CEO, Lawndale Capital Advisors; Former Activist Fund Manager and Experienced Independent Director
Andrew founded Lawndale Capital Management in 1992 and managed its activist funds for 32 years through 2024. Today, through Lawndale Capital Advisors, he advises corporate boards, investment funds and family offices on governance, shareholder engagement, capital allocation, restructuring and contested situations. An experienced independent director with public-company board experience, Andrew has been named to the NACD Directorship 100 and selected by Private Company Director as a 2026 Director to Watch. He served three terms on the Council of Institutional Investors’ Corporate Governance Advisory Council from 2022 through 2025, and Lawndale Capital Advisors is a CII member. Andrew brings to ValueLens an investor-owner perspective developed through decades of evaluating companies from both the shareholder and boardroom sides. His Activist Vaccine™ framework helps boards examine strategy, capital allocation, governance and shareholder engagement before an activist defines the issues for them.https://www.linkedin.com/in/andrew-shapiro-3a7761/
Werner Rehm
Corporate finance and valuation expert, Former McKinsey Partner
Spent nearly 30 years at McKinsey, where he built and led the global corporate valuation expert team and co-led the Center for Strategy and Financial Analysis. Published extensively on value creation, investor relations, and capital-market analysis for McKinsey on Finance. Now an independent advisor on strategy, corporate finance, and valuation. One of the handful of people who didn't just practice corporate finance at the highest level: he helped codify it.https://www.linkedin.com/in/wernerrehm/
Josef Kouba
Entrepreneur and startup investor, Former McKinsey Partner
Spent twelve years as a Partner at McKinsey before leaving in 2020 to pursue entrepreneurship, venture investing, and advisory work. Has since founded and co-built several companies and serves on multiple startup advisory boards. Brings to ValueLens both the McKinsey grounding and a founder's perspective on what it takes to build a product from zero.https://www.linkedin.com/in/josefkouba/
Marc Silberstein
Strategy, M&A and corporate finance advisor, Former McKinsey Associate Partner
Nearly a decade at McKinsey as an Associate Partner, advising CEOs and boards on corporate strategy, value creation, M&A, divestments, and equity stories. Earlier career in investment banking at Evercore and UBS in London. Now Managing Partner of Silberstein + Partners, advising on cross-border strategy and transactions in Southeast Asia. Deep expertise in exactly the questions ValueLens surfaces: what a company is worth, how it tells that story, and what it should do about the gap.https://www.linkedin.com/in/marc-silberstein/
John Van Landeghem
Managing Director, Excellence in Performance Partners, External Advisor to McKinsey & Innosight
Seven years as a Management Consultant at McKinsey, followed by a career spanning CFO, COO, and board roles across global companies including Deere & Company, where he served as Division CFO and on multiple international joint venture boards. Now leads Excellence in Performance Partners, serving his own clients as well as acting as External Advisor to McKinsey's Strategy & Corporate Finance practice and Senior Advisor to Innosight. Involved with ValueLens from the early stages, contributing to methodology development, coaching the team, and helping prepare key client engagements.https://www.linkedin.com/in/john-van-landeghem-36aa504/
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