Investment Banking Expert Witnesses in Connecticut

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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.

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Average Investment Banking Expert Witnesses Court Fees

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Investment Banking Experts in Connecticut

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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 University of Chicago, and holds FINRA Series 79, 82, and 63 licenses. He began his career as an associate in the asset-based finance group at Citicorp Securities. Since then, he he served as the managing director at Credit Suisse Securities, Carolina Financial Securities, and ASGARD Securities, where he was also the co-head of the advisory group. Currently, this expert is the managing partner of a middle market investment banking firm in New York.

Managing Partner, A middle market investment banking firm in NY

Master of Business Administration (MBA), University of Chicago

Connecticut

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Review Fee $450/hr
Deposition Fee $500/hr
Court Fee $650/hr

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 has contributed to various industry publications. Most recently, the expert served as a Senior Advisor for Prospect Capital Management. He was previously the Managing Director and Global Head of Strategic Business Development at Alphabridge Capital Management and also served as a Senior Vice President with WR Group Holdings. He began his career in various I-banking and private equity positions, including roles with Merrill Lynch and National Westminster Bank.

Investment Consultant, Independent

Master of Business Administration (MBA), Stern School of Business, New York University

Madison,

Connecticut

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FAQs for Investment Banking Expert Witnesses

What is the role of an investment banking expert witness?

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.

In what types of cases might I need an investment banking expert witness?

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.

What subspecialties exist within the field of investment banking that an expert witness might focus on?

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

How can an investment banking expert witness assist in a merger and acquisition dispute?

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.

Why is it important for an investment banking expert witness to have experience with IPOs?

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.

How does Expert Institute select its Investment Banking expert witnesses?

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.

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