Corporate finance and investment management professional with more than 25 years of experience, this expert serves as an expert witness in matters involving private equity, alternative asset management, investment banking, securities transactions, and company valuation. The expert has provided expert reports, deposition testimony, and arbitration testimony in disputes concerning private equity fund structures and practices, fund marketing, corporate restructurings, initial public offerings, private placements of securities, and valuation issues. Testimony has included proceedings before the International Court of Arbitration of the International Chamber of Commerce in London, as well as federal and state matters.

The expert’s finance practice centers on private equity fund formation and management, public and private company investments, and the valuation and restructuring of complex portfolios. As a Founder and Managing Director of a private equity platform, the expert developed and marketed international private equity funds, structured and negotiated equity investments, managed portfolios, and oversaw valuation and reporting processes. In senior leadership roles at global investment banks and asset management firms, responsibilities included managing teams of investment professionals, overseeing investments in public and private debt and equity, evaluating Level 3 illiquid assets in coordination with internal committees and external accountants, and advising on mergers and acquisitions and securities offerings. Industry experience spans technology, energy, telecommunications, information systems, business process outsourcing, and real estate across multiple regions, including North America, Asia, the Middle East, Europe, and Latin America.

Additional expertise includes bankruptcy and the management of illiquid assets. While serving as Managing Director of Principal Investments during a major financial institution’s bankruptcy, the expert was responsible for restructuring, valuing, managing, and liquidating a multi-billion-dollar portfolio of private equity and other illiquid debt and equity investments in Asia. Valuations performed in that role were used in connection with a plan of reorganization. Board experience includes service on public and private company boards, including audit committee participation, reflecting governance oversight of investment and financial reporting matters. The expert holds a Master of Business Administration in Finance, a Master of Science in Electrical and Electronic Engineering, and a Bachelor of Science in Electrical and Electronic Engineering (Honors).