Expert Witness 460209
Investment Banking
California
Bachelor, Stanford University
Cases
Deposition Experience
Court Testimony Experience
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Cases
Deposition Experience
Court Testimony Experience
With more than 20 years in investment banking and corporate finance, this professional has built a career centered on executing mergers, acquisitions, and business sales, with particular emphasis on helping owners of profitable companies achieve liquidity and increased valuation. His experience spans numerous transactions across industries such as aerospace, manufacturing, banking, real estate, and transportation, where he has led deal structuring, valuation analysis, and transaction execution from initial assessment through closing.
His background also includes senior financial leadership and public accounting experience, including serving in a vice president and controller capacity during a period of significant corporate growth involving multiple acquisitions, a divestiture, and participation in a public offering. Earlier, as a manager within a large global accounting firm, he worked extensively on audits, regulatory reporting, and transaction-related financial analysis. This combination of hands-on deal execution and accounting expertise supports his work in evaluating complex financial transactions, valuation issues, and business combination structures.
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Degree Type
Bachelor
Field of Study
Accounting
Institution
Brigham Young University
Type
N/A
Certification / License
None
Issuing Authority
null
Tags:
Business mergers