REPRESENTATIVE MATTERS
Our consultants have rendered opinions on some of the highest stakes matters over the past three decades, rendering expertise on the witness stand and in depositions as a designated testifying expert; and as well as behind the scenes as a consulting expert. In all of our engagements, our team brings a clear and well-defined perspective to the issues in controversy, which has a demonstrated track record of favorably impacting judges, juries and influencing opposing parties’ decisions to settle.
ILM II Senior Living v. Ernst & Young
Arbitration concerning liability in connection with the termination of a merger agreement. Rendered expert witness testimony on behalf of the defendant concerning issues of material adverse change, financing issues and damages.
Stark Master Fund v. Credit Suisse
Expert witness for plaintiffs (Yetter Coleman and Halling & Cayo) in Stark Master Fund Ltd et al v. Credit Suisse Securities (USA) LLC in regard to M&A financing issues, commitment letter issues, and disclosure issues in connection with the planned acquisition of Huntsman Corp. by Hexion-Apollo. United States District Court For the Eastern District of Wisconsin; Case No. 14-CV-00689 (RTR);(2017-2018)
Liberty Mutual v. Goldman Sachs
Securities litigation related to mortgage backed securities underwritten for Freddie Mac. Rendered expert witness testimony on behalf of the Plaintiff regarding due diligence and disclosue issues in securities underwriting.
Ambac v. Countrywide Home Loans
Securities litigation regarding guarantees for certain Residential Mortgage Backed Securities guaranteed by Ambac. Rendered expert witness testimony on behalf of the plaintiffs regarding various M&A issues.
In re American Realty Capital Properties, Inc.
Class action litigation related to securities act violations. Rendered expert witness testimony on behalf of the Class Action plaintiffs regarding due diligence and fiduciary duty issues.
Silvercreek Management v. Citigroup
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Misappropriation of Confidential Health Records
Expert witness for plaintiff (Patterson Belknap Webb & Tyler) in Ambac Assurance Corporation et al v. Countrywide Home Loans, Inc. Countrywide Securities Corp., Countrywide Financial Corp. and Bank of America in connection with various M&A issues. Supreme Court of the State of New York, New York County; Index No. 651612/2010; (2014-2018)
Allison Williams Co. v. ViaSource Funding Group
Expert Witness for plaintiff (Buckley Sandler) in In Re IndyMac Bancorp, Inc. in connection with officer and director issues of the duties of care, loyalty, and good faith and for corporate waste, financial planning issues and other matters on behalf of the Bankruptcy Trustee. United States Bankruptcy Court Central District of California Los Angeles Division; Case No. 2-08-BK-21752; (2011-2012)
Beaver County Employees Retirement Fund v. Cyan Inc.
Class action securities law case in connection with disclosures made in the initial public offering of a telecommunications technology company. Rendered expert witness testimony on behalf of the plaintiff regarding issues of due diligence. This case went to the Supreme Court of the United States with unanimous March 2018 opinion affirming that State Courts have jurisdiction to hear Federal Securities Act Class Actions.
In re Zillow Group, Inc.
Class action securities litigation related to disclosures regarding RESPA. Rendered expert witness testimony on behalf of the plaintiffs regarding issues of due diligence.
Thomas H. Lee Equity Fund V v. Mayer Brown
Expert witness for plaintiff (Kellogg, Huber, Hansen, Todd, Evans & Figel) in Thomas H. Lee Equity Fund V, L.P. et al v. Mayer Brown et al in connection with M&A issues and due diligence issues. United States District Court Southern District of New York; Case No. 07 CIV. 6767 (GEL); (2010-2011)
Complex Solar Financing Litigation
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Securities & Exchange Commission v. Stiefel Laboratories
Expert witness for plaintiff (SEC) in Securities and Exchange Commission vs. Stiefel Laboratories, Inc. and Charles W. Stiefel in connection with valuation issues, M&A issues, and disclosure issues. United States District Court Southern District of Florida; Case No. 11-CV-24438-WJZ; (2012-2018)
Found Smoking Gun in $8.9M Fraudulent Conveyance
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Robert Kahn v. Financial Management Advisors
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In re IndyMac Bancorp, Inc.
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