Expert Witness 502743
Business Valuation
Out of State, Florida
Master, Florida Atlantic University
Cases
Deposition Experience
Court Testimony Experience
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Cases
Deposition Experience
Court Testimony Experience
A corporate finance and business valuation expert with more than 15 years of experience advising small and mid-sized companies on financial strategy, valuation, mergers and acquisitions, and capital formation. He serves in a leadership capacity within a strategic advisory practice supporting clients in industries including healthcare, media, telecommunications, insurance, consumer products, and real estate. His work involves financial modeling, forecasting, budgeting, risk management, treasury functions, financial reporting, and analysis of financing and investment opportunities for privately held businesses and investors.
His consulting experience includes valuation and financial analyses related to shareholder disputes, lost profits claims, business interruption matters, lease termination disputes, and alleged trade secret losses. He has evaluated commercial lease portfolios, digital media companies, medical device businesses, manufacturing ventures, and real estate investments, while also conducting market and profitability studies involving online advertising, gaming, publishing, and healthcare sectors. In litigation-related matters, he has provided expert witness consulting and deposition services concerning business valuation, financial damages, securities valuation, and transactional issues.
Earlier in his career, he worked in investment banking within media, telecommunications, leveraged finance, and real estate groups, participating in more than $12 billion in strategic advisory and capital-raising transactions. His background also includes experience in auditing and financial analysis involving internal audit and corporate finance operations within the consumer products industry. His professional credentials include an MBA in Finance and Corporate Accounting, a Bachelor of Science in Finance, a real estate broker license, and an insurance broker license.
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Title / Credentials
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Degree Type
Master
Field of Study
Finance
Institution
Simon Business School
Degree Type
Bachelor
Field of Study
Finance
Institution
San Diego State University
Type
License
Certification / License
Real Estate Broker (REB)
Issuing Authority
California
Type
License
Certification / License
Insurance Broker
Issuing Authority
California
Tags:
Valuation
Business mergers
Financial Reporting
Trade Secret Misappropriation