Banking Expert Witnesses in Massachusetts

Newton Center, Massachusetts

Financial, Pediatric Hematology Oncology - Appraisal and Valuation, Banking, Business Valuation, DNA, Financial, Securities and Investments, Biotechnology, Medical Devices, Healthcare Services, Life Science Tools, Pharmaceuticals, Entrepreneurial Companies, Start-up companies

Ilonna Rimm, MD PhD CFA, is a healthcare investor who has significant expertise related to the valuation of healthcare companies. She recently served as an expert witness related to the valuation of early-stage biotechnology companies. In addition to drafting the expert report and rebuttal, she served as a deponent, and she testified in the trial. As the CEO and Founder of Morninglight Healthcare Capital, LLC, a family office, she invests in small cap public companies (0 to $4B market cap). She also serves as an Advisor to Life Sciences CEO’s who are raising a Seed or Series A Round of capital, as Rimm Healthcare Capital Advisory, LLC. She recently provided services to Immuneering Corp., who raised a Series A round of $20M in January, 2020, and a Series B round of $62M in January, 2021. Immuneering is now a public company (IMRX). Ilonna currently works as a Financing Expert at the Harvard Innovation Lab, which is associated with Harvard Business School. Ilonna's advisory s...

Boston, Massachusetts

Banking, Real Estate - investment management, fund raising, initial public offering (IPO), mortgage brokerage fee, interest, partnership, investment underwriting, loan sale, loan participation / syndication, mergers & acquisitions (M&A), real estate workout, general partner (GP) duty, commercial (C&I) loan, private lender, private equity, FDIC

Dan Mee is President of Dillon Capital Advisors, a private consulting, investment and advisory firm. Here he is active advising companies on strategic planning, capital allocation and capital raises. Dillon has provided clear strategic advice on conventional debt and equity raises. Current and recent assignments include expert witness testimony, loan sale advisory, deploying blockchain technology to effect the tokenization of real assets in addition to financing opportunities in cannabis related businesses. Mr. Mee is an active expert witness providing testimony on real estate interest rates, loan sales, partnership structures and other real estate and capital markets related topics. Mr. Mee has extensive experience in litigation from his years in real estate and loan workout. Mr. Mee is a Board Director and Trustee at Cambridge Financial Group (CFG). A bank holding company with about $6.5 billion in assets. CFG major subsidiaries include a 190+ year old mutual commercial bank and...