Investment Banking Expert Witnesses

View our Expert Witness Directory

Investment banking expert witnesses specialize in a variety of fields, including corporate finance, mergers and acquisitions, private equity, capital markets, and financial regulation. Some of the most common specialties among investment banking expert witnesses also include securities trading, risk management, financial modeling, valuation, and investment strategies. They have provided opinions on the effects of market volatility, regulatory compliance issues, insider trading allegations, investment strategy disputes, and financial fraud cases.

Find an expert witness near you

Select your state

What party are you representing?

Paul Alan Gompers, PhDView profile

ID: 234518

Dr. Paul Gompers, PhD

location icon

Massachusetts

Dr. Paul A. Gompers has 32 years of experience in Economics, Venture Capital, and Private Equity. He earned his BA in Biology from Harvard University, his MS in Economics from the University of Oxford, and his Ph.D. in Business Economics from Harvard University. Formerly, this expert served as a Researcher at Bayer AG, as an Assistant Professor of Business Administration at the University of...

Investment Banking and Leveraged Finance Expert WitnessView profile

E-671115

Investment Banking and Leveraged Finance Expert Witness

location icon

Connecticut

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the...

Philip Nathan Kurlander, MDView profile

ID: 822146

Dr. Philip Kurlander, MD

location icon

New York

Dr. Philip N. Kurlander has 30 years of experience in the field of Anesthesiology and 10 years of experience in Real Estate. He earned his BS from the State University of New York at Albany and his MD from Albany Medical College. He completed an internship in Internal Medicine at Mount Sinai Morningside and a residency in Anesthesiology at NewYork-Presbyterian/Columbia University Irving Medical...

Investment Banking Expert WitnessView profile

E-015620

Investment Banking Expert Witness

location icon

New Jersey

This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and...

Matthew Brian Bishop Sr, CFP, ChFC, CPA, JDView profile

ID: 6255076

Mr. Matthew Bishop, CFP, ChFC, CPA, JD

location icon

Florida

Mr. Matthew B. Bishop Sr has over 30 years of experience in the fields of Tax Law, Finance, and Accounting. He earned BAs in Accounting and Finance from Florida State University and his JD from the University of Florida. Today, this expert is certified as Certified Financial Planner by the Certified Financial Planner Board of Standards, as well as a Chartered Financial Consultant and Chartered...

Retail Finance and Merchandising Expert WitnessView profile

E-013176

Retail Finance and Merchandising Expert Witness

location icon

New Jersey

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored...

Mr Aaron NelsonView profile

ID: 7652612

Mr. Aaron Nelson

location icon

Washington

Mr Aaron Nelson has specialized experience in the fields of Business & Finance: Private Equity, Business & Finance: Securities, Business & Finance: Consulting. Currently, they work as a Director at J.S. Held.

Alternative Investment Management Expert WitnessView profile

E-135998

Alternative Investment Management Expert Witness

location icon

Connecticut

This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and...

Investment Management Expert WitnessView profile

E-136268

Investment Management Expert Witness

location icon

Massachusetts

This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles...

Asset Management Expert WitnessView profile

E-462277

Asset Management Expert Witness

location icon

Illinois

This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple...

Mergers & Acquisitions, Investment Banking, and Corporate Valuation Expert WitnessView profile

E-524077

Mergers & Acquisitions, Investment Banking, and Corporate Valuation Expert Witness

location icon

New York

This highly qualified expert has nearly 30 years of experience in the fields of mergers and acquisitions, investment banking, and corporate valuation, with additional specialization in energy, natural resources, and infrastructure sectors. After earning his BA from the University of North Carolina, Chapel Hill, he went on to become an analyst in corporate finance at Wheat First Butcher Singer and...

Find Investment Banking Expert Witnesses In:

Investment Banking Expert Witness FAQs

An investment banking expert witness provides insight and analysis on complex financial matters in legal cases. They can explain industry standards, evaluate financial transactions, and testify on their findings.

Investment banking experts are often needed in cases involving securities fraud, mergers and acquisitions, valuation disputes, insider trading, or any case requiring detailed financial analysis.

Subspecialties can include Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Finance, Restructuring, and more. The right subspecialty depends on your case's specific needs.

These experts can analyze deal structures, valuations, due diligence processes, and adherence to regulatory guidelines. Their insights can be crucial in resolving M&A disputes.

Experience with IPOs is vital as these experts can provide valuable insights into the process, pricing strategies, underwriting practices, and potential compliance issues related to initial public offerings.

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

Connect with the Investment Banking expert witness you need to win your case

Close Icon

Your information will not be shared. View our privacy policy.