In complex cases requiring expert financial analysis, I can help.

As a consulting or testifying expert, I assist counsel by assessing the merits of client positions, formulating discovery requests, analyzing discovery production, financial data or damage information, preparing or assisting in depositions, and helping in settlement negotiations.

I have worked in a range of jurisdictions – Alabama, Florida, Mississippi, Tennessee, Oklahoma, New Hampshire and New York – and on a variety of cases – securities, bankruptcy, damages, marital dissolution, among others.

For example:
In Re: WorldCom Securities (Southern District of New York). I testified in deposition as an expert called by plaintiffs to rebut a defense expert (particulars are subject to a Federal protective order). The cover story to the Litigation supplement of The American Lawyer characterized the opinion in the case as the “first serious analysis of the due diligence defense in 40 – 50 years, so it’s got everyone’s attention.” Settlements in the case exceeded $6 billion.

In Re: Williams Communications Securities (Northern District of Oklahoma). I analyzed financial data, assisted in depositions, and assisted in development and drafting of an expert opinion.

My record shows me to be a cogent, reliable and credible expert. Should you have a case requiring independent financial or valuation expertise, I will be happy to discuss the matter with you.