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Meet Sergi

Sergi Filonow

Sergi Filonow MBA
Consultant

As a member of MFA’s Valuation Practice, Sergi utilizes his hands-on experience working with publicly-traded and privately-held companies to deliver valuations and related economic damages analysis for estate and gift tax, succession planning, buy-sell agreements, litigation and financial reporting. Additionally, Sergi is involved with MFA’s Investment Banking Practice, facilitating transactions including mergers, acquisitions, buyouts and more. Sergi received his Bachelor’s Degree in Economics from Union College in New York and his MBA from the University of Notre Dame. He holds his Series 7 and 63 registrations with FINRA.

  • Determined
  • Grateful
  • Curious

Notable Matters

Valuations completed annually for the purposes of gift/estate tax, M&A, equity buy/sell agreements, marital dissolutions or financial reporting

Aggregate annual value of transactions in which we are involved

Software and software-as-a-service (SaaS) companies we support in their pursuit for financial vitality

Life sciences companies we support, including biotech, pharma, med device & more

Areas of Focus

409a stock option valuations asc 718 stock option valuations Goodwill & Intangible Asset Impairment Purchase Price Allocation valuation for estate & gift tax buy/sell agreements valuation financial planning & analysis transaction services mergers & acquisitions investment banking

MFA is deeply committed to a culture of continuous learning and aligning our intellectual capital with that of our customers to meet their intended goals.

Challenging the status quo, opening minds to new perspectives and inspiring meaningful change. Just another day at MFA.

At MFA, we’re in the business of changing lives, and it’s important to us to live up to that potential. In an environment in which the ability to focus on the future distinguishes performers from nonperformers, we’re eager to lead the way in guiding our customers to their envisioned success.

At MFA, we are intensely committed to designing and executing on a future that others consider simply unimaginable.

The energy we bring every day is transmissible. We have the choice, the power and the resources to drive the kind of transformation that will be impactful.

Best Book You’ve Ever Read
"Trading Bases"
Favorite show to binge watch
The Wire
What’s the best way to start the day?
Writing down your goals
What do you hope never changes?
My health

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