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Specialties & Experience of this Expert Witness

General Specialties:

Securities & Investments and Management

Keywords/Search Terms:

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


MBA, Wharton, University of Pennsylvania; BA, University of Pennsylvania

Years in Practice:


Number of Times Deposed/Testified in Last 4 Yrs:


Additional Information

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.