Monty Hsu, CFA, CPA/ABV

Valuation & Transaction Advisory

Monty Hsu is a Manager in the Valuation & Transaction Advisory Services division at VMG Health and is based in the Dallas, Texas office. He specializes in providing valuation, transaction advisory, litigation support, dispute consulting, and complex securities valuation services to businesses within the healthcare industry.

Prior to joining VMG Health, Hsu was with Houlihan Lokey and led the valuation group at a boutique accounting firm. Prior to that, he was with Mercer Capital. In those roles, Hsu performed valuation and transaction advisory and supported complex litigation matters in connection with breaches of contracts, shareholder disputes, partner buyouts, bankruptcy and distressed businesses, marital divorces, business interruption insurance disputes, and other commercial and economic damages. He also performed valuations for financial reporting, tax, and strategic decision support purposes to firms in various industries, including healthcare, internet and technology, insurance, Fintech, digital media, entertainment, manufacturing, and energy. Hsu began his professional career as an auditor with a Big 4 accounting firm.

Hsu earned a Bachelor of Business Administration in Accounting from National Taiwan University and a Master of Science in Finance from the University of Texas at Dallas. He currently holds the Chartered Financial Analyst (CFA) designation through the CFA Institute and is a member of the Dallas-Fort Worth CFA Society. He is also a Certified Public Accountant (CPA) and currently holds the Accredited in Business Valuation (ABV) credential.

Areas of Expertise

Valuation & Transaction Advisory

  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)