Corporate Finance Expert Witnesses

Princeton, New Jersey

Financial, Economics - Business Valuation, Securities Litigation, Corporate Finance, Corporate Governance, Fiduciary Duties, Shareholder Disputes, Investment Analysis, Financial Damages, Economic Consulting, Loss Causation, Antitrust, Lost profits, Economic damages, Employment discrimination, Wrongful termination, Lost wages

Dr. Yutong Xie is an Associate Professor of Finance at The College of New Jersey with extensive expertise in corporate finance, securities litigation, and business valuation. He has published research in leading academic journals, including the Journal of Corporate Finance, Finance Research Letters, and the Journal of Accounting and Public Policy. Dr. Xie’s areas of specialization include business valuation, event study analysis, corporate governance, fiduciary duties, mergers and acquisitions, executive compensation, institutional investors, ESG disclosure, risk management, and financial reporting quality. His academic work often focuses on how firms respond to policy and regulatory changes, giving him a unique perspective on corporate behavior in complex legal and economic contexts. With over a decade of teaching experience, Dr. Xie has taught undergraduate and graduate courses in corporate finance, investments, financial management, and risk management. He is skilled at clearly...

New York, New York

Economics, Business Damages - Economic Damages, Securities, Corporate finance, Class actions, Fraud, Financial modeling, Derivatives, Financial statements, Structured Products, Commercial Damages, Wrongful Termination damages, 10b-5, Lost Profits, Crypto, Contractual Damages, Trust, Present Value Calculation, Investor disputes, Portfolio investments, Valuation

Dr. Kumar (PhD in Finance from MIT Sloan, CFA) has almost 20 years of experience in economic consulting and specializes in the application of economic and financial theory to questions arising in business disputes, securities/derivatives and corporate finance litigation. She has expertise in economic damages quantification, business valuation (including startups and companies across a variety of niche industries), securities and structured finance litigation. She is proficient in the use of sophisticated statistical modeling and econometric techniques, including event studies, analysis of options, swaps and other complex structured products. She has been engaged several times as a testifying expert (both defense and plaintiff-side) in securities, valuation and damages-related matters, including SPAC disputes and employment arbitrations. She has also been engaged as consulting expert in a wider range of litigation including tax and transfer pricing, financial antitrust, statistical...

Maumee, Ohio

Financial, Securities & Investments - Valuation, Corporate Finance, Damage & Lost Profit, Mergers and Acquisitions (M&A), Banking & Lending, Fiduciary duty & negligence, Investment Losses, Portfolio Allocation, Securities & Derivatives, Risk Management, Consumer Finance, Real Estate, Analytics, Financial Modeling, Bitcoin, Crypto, Islamic Finance, fraud and manipulation

I am a Finance & Investment expert with 25 years of experience. I bring deep analytical and quantitative expertise supported by more than 50 peer-reviewed publications and years of leadership as a business school dean and finance professor. I provide clear, well-supported analyses for attorneys and am available for new expert-witness engagements.

Waco, Texas

Financial, Management - Accounting, Financial reporting, Corporate governance, Capital markets, Capital structure, Leadership, Mergers & acquisitions, Corporate finance, Strategic planning, Negotiations, Private equity, Management, Venture capital, Corporate & investment banking, Ethics, Family offices, ESOP

Michael Rodriguez is a seasoned executive and board member with a distinguished 35-year career in financial and operational leadership. He has a proven track record of successfully guiding early-stage businesses across various industries and brings extensive experience as a board director. With over two decades of experience in Chief Financial Officer roles, including ten years as CFO of three public companies, Mr. Rodriguez offers a wealth of expertise. In his C-level positions, he has raised over $400 million in private equity, venture capital, and public equity. Additionally, he has secured more than $80 million in bank debt and managed numerous buy-side and sell-side mergers and acquisitions, with a combined value exceeding $750 million. His strategic acumen is evident in his ability to lead companies through high-growth phases, turnarounds, and distressed situations. As a “Big-4” Certified Public Accountant, he is recognized as a financial expert under SEC, NYSE, and NASDAQ ru...