Investment Banking Expert Witnesses in New York

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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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Investment Banking Experts in New York

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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 then an associate in mergers and acquisitions at Rothschild Inc. Subsequently, this expert took on many leadership roles in mergers and acquisitions, including as vice president at Prudential Securities Inc., director at UBS Investment Bank, and managing director at RBC Capital Markets. He has also served as managing director of energy and natural resources at BNP Paribas and chief financial officer at ZaZa Energy Corporation. Currently, this expert is the founder and group head of an energy and infrastructure-focused banking firm based in New York and Texas.

Founder & Group Head, An energy and infrastructure-focused banking firm in NY/TX

Bachelor of Arts (BA), The University of North Carolina, Chapel Hill

New York

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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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