Principal
CurrentRECENT ENGAGEMENTS:• Selected by federal tax authorities to determine credit quality, interest rates, and net guarantee fees on Transfer Pricing cases concerning inter-company loans to foreign subsidiaries. • Consulted on the use and appropriate weighting of financial forecasts; determined debt capacity; and analyzed qualitative factors to determine credit quality of technology firms. • Consulted in a bondholder dispute regarding lack of financial statements of a pending private company. Analysis resulted in mediation agreement.• Analyzed the capital and bank loan markets' debt issuance projections for an asset management firm. • Assessed the use and issue of paid-in-kind loans on real estate holdings and its credit risk.• Provided professional services to investors on oil & gas exploration and production reserve-based lending.