Director
CurrentI have worked extensively on engagements involving the valuation of privately-held interests, particularly in the context of estate, gift, and income tax disputes. My engagement experience includes assisting with the development of appraisals involving interests in bank holding companies, automobile suppliers, natural resources companies, food product corporations, satellite uplinking firms, family limited partnerships, among others. These appraisals have addressed a number of valuation issues, including key person discounts, voting right premiums, blockage discounts, control premiums, and discounts for lack of control and lack of marketability.I have also worked on various litigation engagements and projects involving patent and trademark infringement, breach of contract, antitrust, and securities and corporate fraud. Areas of experience in the intellectual property arena include the determination and quantification of damages (e.g., reasonable royalties, lost profits, convoyed sales, prejudgment interest) within the medical, semiconductor, telecommunications, and consumer appliance industries. Corporate and securities fraud work has involved the analysis of complex financial transactions as well as mutual fund market timing and late trading transactions.
