Adam Schmidt

Adam Schmidt is a Valuation Analyst at Baton since April 2024, previously holding the position of Senior Associate at Infinity Advisory Services, LLC, where responsibilities included estate and gift tax valuation and transaction consulting. Prior experience includes roles as a Senior Consultant and Consultant in Forensics and Valuation Services at FORVIS, where Adam specialized in estate and gift tax business valuation and loan portfolio valuations for bank M&A. Earlier positions include Asset Management Analyst at SitusAMC, focusing on commercial real estate portfolios, and financial analyst at Advance Iowa, conducting financial analyses for companies preparing for succession. Adam's career began in banking with roles at Community Bank & Trust and Cedar Rapids Bank & Trust. Adam holds a Bachelor's degree in Investments and Business Administration Management from the University of Northern Iowa and an Associate of Arts degree in Business Administration from Kirkwood Community College.