Investment Banking Expert Witnesses in New Hampshire
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Average Investment Banking Expert Witnesses Court Fees
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Investment Management Expert Witness
Review Fee $375/hrDeposition Fee $400/hrCourt Fee $425/hrThis 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 Schwab, he managed a $3.5B of mutual fund assets. In this role he was responsible for developing and implementing portfolio strategy, including asset allocation among multiple asset classes and selection of underlying funds. He then went on to serve as President and Chief Investment Officer for Adviser Partners, a boutique asset manager that manages equities and asset allocation products for advisers, financial institutions and family offices. He currently oversees the investment process, research activities and portfolio strategy for an investment firm in Boston, MA.
Chief Investment Strategist, An Investment Firm in MA
Master of Business Administration (MBA), University of California, Berkeley
Boston,
Massachusetts
Find Investment Banking Expert Witnesses In:
What Can an Investment Banking Expert Witness Opine On?
Mergers and Acquisitions
Facilitating company buyouts and mergers.
Initial Public Offerings
Assisting companies in going public.
Debt Financing
Arranging loans and bond issuances.
Equity Financing
Raising capital through stock sales.
Financial Advisory
Providing guidance on financial transactions.
Valuation Services
Determining the value of companies.
FAQs for Investment Banking Expert Witnesses
What is a investment banking expert witness?
An investment banking expert witness is a finance professional who explains industry standards, deals, and valuation in legal cases. They assist by reviewing transaction records, issuing expert reports, testifying in court, and clarifying complex investment banking issues.
In what case types may the expertise of an investment banking expert witness be required?
An investment banking expert witness is used in M&A disputes, valuation litigation, securities fraud, fairness opinions, solvency analysis, shareholder lawsuits, and financial damages cases.
How can an investment banking expert witness assist with valuation disputes?
An investment banking expert witness assists with valuation disputes by providing independent financial analysis, market-based valuation models, and credible testimony to support or challenge claimed values.
What qualifications should an investment banking expert witness possess?
An investment banking expert witness should have extensive deal experience, advanced finance credentials, and prior testimony experience to credibly explain complex investment banking issues.
How does an investment banking expert witness analyze fairness opinions?
An investment banking expert witness analyzes fairness opinions by reviewing valuation methods, financial models, assumptions, and deal terms to assess if the transaction price is fair.
What is Expert Institute’s process for selecting investment banking expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.