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Business Economics Corporate Finance Expert Witness

Provides Opinion & Testimony In:

Business Economics, Corporate Finance, Economic Loses, Securities Valuation, Financial Securities, Business Valuation, Real Estate, Mergers, Acquisitions, Divestitures, Insurance, E Commerce Business Valuation, Fulfillment Operations,

Expert Witness No. 3276

California

EDUCATION

1999
William E. Simon Graduate School of Business Administration
University of Rochester, Rochester, NY
Master of Business Administration – Finance and Corporate Accounting

1994
San Diego State University
San Diego, CA
Bachelor of Science – Finance

PROFESSIONAL EXPERIENCE

2008 – Present
Insurance Company – President – Los Angeles, CA

2002 – Present
A Private Group – Co-Founder, Managing Director – Los Angeles, CA

1999 – 2002
J.P. MORGAN – Associate, Investment Banking – New York, NY and San Francisco, CA

1995 – 1997
Del Monte Foods – Auditor, Internal Audit Dept. (1996 – 1997) and Financial Analyst, Finance Dept. (1995 – 1996) – San Francisco, CA

CORE COMPETENCIES

Business Valuation
Financial Reporting & Planning
Mergers, Acquisitions and Divestitures
Debt & Equity Financing/Capital Raising
Board and Investor Relations
Corporate Finance
Securities Valuation
Financial Modeling & Analysis
Risk Management

SELECTED PROJECT EXPERIENCE

Expert 3276 specialize in financial, accounting and economic analysis with over 15 years of experience. As part of business consulting, Expert 3276 has performed market, valuation and profitability studies. In addition, Expert 3276 has provided financial consulting to investors and industry groups, including acquisitions and divestitures. Expert 3276 has demonstrable success in the media, telecommunications, healthcare, real estate, consumer products and insurance industries.

Market study of the directory publishing industry – Analyzed directory publishing market. Analyzed profitability by various attributes of print and digital printing.
Sale of print publishing business – Analyzed value of business and assisted in the structuring of sale.
Sale of medical device business – Analyzed value of business and assisted in the structuring of sale.
Value of real estate development investment – Analyzed cash flow, investments and economics of proposed investment.
Market study of online gaming industry – Analyzed domestic online gaming market to evaluate market size, market segmentation and company performance.
Online advertising – Quantified damages from alleged partnership theft.
Value of commercial lease portfolio – Analyzed value of lease portfolio and consulted regarding options to enhance value.
Value of medical imaging business – Analyzed value for shareholder dispute.
Value of digital media company – Analyzed value in connection with shareholder dispute.
Market and business studies of food manufacturing ventures – Analyzed business plans and investments in various ventures on behalf private equity firm.
Lost profits from medical devise distributor – Evaluated loss of profits due to alleged theft of trade secrets.
Value of commercial door contractor – Analyzed value for pending sale.
Lease termination – Evaluated payment related to termination of retail building lease.

PROFESSIONAL DEVELOPMENT

Commercial Property (2010)
Workers Compensation (2010)
1031 Investment Plans (2008)
Risk Management for Real Estate (2007)
Fair Housing (2007)
Real Estate Appraisal (2002)
Legal Aspects of Real Estate (2002)
Real Estate Economics (2002)

PROFESSIONAL LICENSES

State of California Real Estate Broker License
State of California Insurance Broker License

PROFESSIONAL MEMBERSHIPS

National Association of Insurance and Financial Advisors
Beverly Hills Realtor Association


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