Equity Investment Expert Witnesses

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Equity Investment Expert Witness - Sample Bios

Please Note: All Cahn Litigation expert witness searches are customized to attorneys' precise specifications and preferences. Attorneys are encouraged to discuss search parameters with a Cahn search specialist.

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The below expert witness bios represent a small fraction of those Equity Investment experts known by Cahn Litigation Services. These bios are provided to give attorneys a sense of the Equity Investment landscape.

Expert Witness #254499

This expert brings to the table many years of experience in investment compliance and administration, with more than half of that in senior administrative roles. This includes overseeing all legal, regulatory, and compliance issues for:

- $11bn asset management firm (hedge funds, separate accounts (including liquid alts, and CLOs);
-  asset management firm with focus on hedge and private equity funds in real estate, credit and equity strategies;
-  hedge fund management company in arbitrage strategies (volatility arbitrage, convertible arbitrage) with respect to funds and managed accounts:
-  a quantitative long/short equity hedge fund and a multi-strategy fund of funds (credit/global macro/equities)

This expert created compliance programs and drafted all necessary materials/policies (including investment adviser registration). Oversaw various operational activities including locating/negotiating office space, and selection of relevant service providers (e.g. prime brokers, administrator, and auditor). Oversaw all regulatory filings and internal/external compliance reviews.

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Expert Witness #252221

This expert has extensive experience representing privately-held companies that have sought capital and a wide variety of venture funds and private equity organizations that invest in them. This experience has included all manner of preferred stock, convertible debt and hybrid instruments, using National Venture Capital Association (NVCA) documents and otherwise. This work has included all manner of negotiating, structuring, monitoring and operating under these kinds of investment agreements, both before and after the investments, at every stage of development, from friends and family, to seed stage, to growth rounds, to ultimate IPO's. This expert has been listed as one of the top M&A and private equity/venture capital lawyers. This expert has also represented franchisees and franchisors. Although this expert has not previously served as an expert in a litigation matter, this expert's experience in litigation, along with national and state awards received related to extemporaneous speaking and debate may speak to the ability to perform as an effective witness.

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Expert Witness #248849

This expert is a Managing Director in an international accounting company's Business Restructuring and Turnaround Services practice. This expert has many years of experience in financial advisory services, including corporate restructuring, capital raising and merger and acquisitions (M&A) transactions. This expert provides financial, strategic and operational guidance to companies in the energy, chemical and renewables sectors.

This expert has significant transaction experience, having worked with clients on buy-side and sell-side transactions, as well as on auctions out of bankruptcy, privatizations, joint ventures, joint development agreements, and private equity and venture capital investments. This expert has also served as interim CEO of a leading solar panel producer, as well as interim CFO of a biodiesel company, where the company was successfully taken through Chapter 11. In addition, this expert has acted as a senior advisor to two exploration and production (E&P) companies.

This expert was President at a biotechnology company, where this expert successfully executed the company's first external capital raising and grew its staff. This expert also served as operating partner to a hedge fund for portfolio companies in the energy sector, leading several successful turnarounds, including an emergence from Chapter 11 and subsequent asset sale.

Relevent Experience:

- Bankruptcy Experience
- Energy sector leadership as in-house corporate development professional
- Private Equity/Hedge Fund Experience
- Significant renewables experience
- Investment banking
- M&A and capital raising focus for the energy sector
- Litigation support - economic analysis in support of expert testimony
- Securities litigation, insider trading and antitrust cases

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Expert Witness #248557

This expert holds an MBA from an Ivy League School and has many years of experience in the securities industry. Currently a founder of an expert witness consulting firm, this expert's expertise extends to security analysis, international transactions, options, futures, and equity and debt instruments. This expert is the former director of a Fortune 500 Company's Options and Stocks and Bonds Departments and co-headed the Options Department at an investment bank. This expert is heavily involved in international arbitrations on securities matters and has provided testimony and inside consulting on numerous Federal District Court matters. This expert is well published, with 30 publications, and has written articles on Punitive Damages and Compensatory Damage Litigation.

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Expert Witness #253253

This expert leads the intellectual property valuation practice of an internationally recognized consultancy, specializing in Valuation Advisory, Transaction Opinions, and Dispute Consulting. This expert has many years of experience providing consulting services to corporations, law firms, universities, and investment firms primarily in the areas of intellectual property valuation, damages, monetization, and management. This expert has provided testimony as a damages and valuation expert in intellectual property-related litigation including having offered opinions in Federal District Court. This expert has testified on a variety of dispute matters including those with claims associated with patent infringement, trade secret misappropriation, fraudulent transfer, breach of contract, and others. This expert has also led project teams on a variety of pre-case and early-case assessments of intellectual property-related damages to assist with decisions related to whether a case should be filed and to support dispute resolution efforts. This expert has performed due diligence and valued intellectual property and other intangible assets for a variety of purposes including: transactions (licensing, purchase/sale, joint ventures, mergers and acquisitions), tax strategy and compliance (transfer pricing, trust & estate issues), corporate strategic decision-making, use of intellectual property to attract capital (debt and equity financing), financial reporting, regulatory compliance (Stark Law, Anti-Kickback Statute), and bankruptcy, among others. This expert has been directly involved in intellectual property licensing negotiations and has developed many reusable intellectual property pricing/valuation models for corporate licensing activities and investment decisions. This expert is an adjunct professor at a Law School where this expert teaches a course on intellectual property valuation. This expert has spoken at conferences or other events for many leading intellectual property, legal, and business organizations including the Intellectual Property Owners Association (IPO), Licensing Executives Society (LES), American Bar Association (ABA), American Intellectual Property Law Association (AIPLA), Intellectual Property Law Association of Chicago (IPLAC), and China Appraisal Society, among others.

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Expert Witness #247296

Collectively, this expert's experiences include direct lending of approximately $500 million to businesses and commercial real estate ventures, and credit review and approval of approximately $1.5 billion. During this expert's many years of education and professional experience in complex business and financial matters, this expert has developed broad experience and expertise in commercial finance, insolvency, real estate, real estate finance and valuation. This expert's experiences encompass business and project evaluation, damage claims/ lost profits, debt and equity structuring, feasibility analysis, financial analysis, investment management, lending and leasing, and valuation. This expert is also a nationally recognized expert in the areas of bankruptcy, financial restructuring, insolvency and workouts and is designated as a Certified Insolvency and Restructuring Advisor by the Association of Insolvency and Restructuring Advisors. This author is well published and is established as an authority in the field through speaking and publishing.

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Expert Witness #253430

This expert is an accredited business valuation consultant in the Litigation, Forensic, and Valuation Services Group of a nationally recognized leading consultancy. This expert is an executive with many years of experience in valuation, M&A, corporate finance, forensic accounting, litigation support and expert testimony.

This expert's practice includes dozens of engagements over the years related to partnership and other business disputes requiring forensic accounting, damages analysis and business valuation. These disputed matters have often involved companies in the wholesale and retail food industry, shareholder disputes, mergers and acquisitions, buy/sell agreements, and estate planning. This expert has also valued partial equity interests and stock options. This expert provides fair value financial analysis including ASC 805 purchase price allocations and valuations of intangible assets such as trade names/brands, customer relationships, royalties, patents and technology. This expert has also performed lost profits and financial damages analyses.

This expert worked as an independent consultant specializing in business valuation and litigation support, and has spent time working among the ranks of the Big Four. This expert also has experience in investment banking, corporate development, and venture capital investments.

This expert has the distinction of being an Accredited Senior Appraiser (ASA) in business valuation with the American Society of Appraisers. This expert is a Certified Patent Valuation Analyst.

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