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Expertise Description

I have more than 20 years experience in the field of Investment Banking with expertise in securities fraud, misrepresentation, business valuations, transactional fairness, and corporate governance. My transactional experience has spanned the spectrum from raising funds for middle market companies to negotiating M&A transactions with Fortune 500 corporations. I have managed several senior debt and lease financings and ultimately negotiated the sale of a company. I have over 10 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Relevant Experiences

Most of my experience is in investment banking where I have a lot of knowledge about reciprocity. I do not have specific experience in commercial but could opine based upon investment banking and research.

I have 30 years of valuation experience and have testified in a jury trial calculating damages for the theft of IP.


Degree Subject Institution
J.D. Washington College of Law
M.A. International Economics American University
B.A. Economics University of Wisconsin