Investment Banking Expert Witness | New Jersey
Investment Banking | E-015620
Expert Qualifications
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 private, Leasing and Real Estate Financing, and many other areas. He graduated with honors in economics from Princeton University, followed by graduating at the top of his class in the MBA program at New York University (NYU) Business School. Until 1990, this expert served as an investment banker at Dillon, Read & Co. Inc., one of the most prominent American investment banks of the twentieth Century. Joining the firm as an associate, he became a Vice-President, then Senior Vice-President, and was elected Managing Director in 1982. In November 1990, he resigned from Dillon, Read & Co. Inc. to pursue a new business opportunity. From October 1993 through February 1995, he served as President and CEO of Gulf USA Corporation, shepherding it through a reorganization process, and as a Director of Gulf Resources Pacific in New Zealand, a 90% owned subsidiary and one of the largest commercial real estate companies in New Zealand. He also served as an advisor to certain corporate finance departments of medium-size investment banks, including Gruntal Capital Markets. In addition, he served on certain boards of directors. This expert is currently a Senior Director at a boutique investment bank with both U.S. and foreign clients.
Bio Snapshot
Location: New Jersey
BA, Economics, Princeton University
MBA, New York University Graduate School of Business
Former, VP/Senior VP/Managing Director of Investment Banking, Dillon, Read & Co Inc.
Former, Vice Chairman, Whitehill Capital
Former, President & CEO, Gulf USA Corporation
Former, President, Stanford Court Group Inc.
Former, Senior Advisor to Corporate Finance Department, Gruntal Capital Markets
Former, Senior Consultant, AmBase Corporation
Former, Managing Director, Taylor Strategic Divestitures
Former, Director and Financial Advisor, Business Talk Radio Network
Current, Senior Director, Investment bank in Washington DC area
