Investments Expert Witnesses

Securities & Investments, Management - Securities, Investments, Private Equity, Venture Capital, Family Businesses, Governance, Valuation, Board of Directors, M&A, Limited Partners

I am an expert in private equity, family business, and venture capital shareholder, governance, partnership management, limited partner, and investor matters. I use my twenty-five years of practical experience as a private equity investor, company director, and company operator to provide deep, compelling, and often highly motivating opinions. My insights and testimony often differ substantially from those of the typical academic or career expert. The real world underpins my work, and I typically develop strategic insights and paths of discovery that are not obvious to attorneys, bankers, professors, or valuation experts. I have been particularly successful challenging other experts's opinions. My unassuming, simplifying communication style turns complex questions into easily relatable insights. Attorneys and juries find me highly compelling. I work with defendants and plaintiffs. Sample report available upon request.

Real Estate, Real Estate Appraiser - Real Estate Brokerage, Commercial, Development, Fiduciary Duties, Ethics, Valuation, Sales, Leasing, Acquisitions, Dispositions, Office, Industrial, Warehouse, Retail, Multifamily, Land, Investments, Residential, Due Diligence, Disclosure, Marketing, 1031 Tax Deferred Exchange, Landlord, Tenant

Experienced Real Estate Broker: 29+ Years in Real Estate 22+ Years in Commercial Real Estate Certifications: Dual Specialist in Industrial & Office (SIOR) Certified Commercial Investment Member (CCIM) Awards: Active & Top Producing Transactional Commercial Broker (5%) in Nationally Ranked Office Commercial Realtor of the Year, CCIM of the Year, Distinguished Service Award, Platinum and Hall of Fame Honors, Presidents and Circle of Distinction Awards Key Specializations and Services: Tenant and Landlord Leasing Representation Site Selection / Research, Sales, Purchase, Acquisition & Disposition Services Development Consulting (Entitlements, Easements) Ethical Practices and Fiduciary Duties Valuation, Due Diligence, Disclosure Broker Price Opinion / Broker Opinion of Value Demographic Mapping and Analysis Property Marketing and Advertising Proficient in Multiple Listing Services (MLS), CoStar, LoopNet, Crexi, Brevitas Expertise in 1031 Tax Deferred and 1033 Condemnation ...