Investment Banking Expert Witness

Mr. Matthew B. Bishop Sr has over 30 years of experience in the fields of Tax Law, Finance, and Accounting. He earned BAs in Accounting and Finance from Florida State University and his JD from the University of Florida. Today, this expert is certified as Certified Financial Planner by the Certified Financial Planner Board of Standards, as well as a Chartered Financial Consultant and Chartered Life Underwriter by The American College of Financial Services. He is also a ...

Dr. Philip N. Kurlander has 30 years of experience in the field of Anesthesiology and 10 years of experience in Real Estate. He earned his BS from the State University of New York at Albany and his MD from Albany Medical College. He completed an internship in Internal Medicine at Mount Sinai Morningside and a residency in Anesthesiology at NewYork-Presbyterian/Columbia University Irving Medical Center. Today, this expert is board certified in Anesthesiology. Formerly, ...

Dr. Paul A. Gompers has 32 years of experience in Economics, Venture Capital, and Private Equity. He earned his BA in Biology from Harvard University, his MS in Economics from the University of Oxford, and his Ph.D. in Business Economics from Harvard University. Formerly, this expert served as a Researcher at Bayer AG, as an Assistant Professor of Business Administration at the University of Chicago Booth School of Business, and as an Associate Professor of Business ...

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the University of Chicago, and holds FINRA Series 79, 82, and 63 licenses. He ...

This highly qualified expert has nearly 30 years of experience in the fields of mergers and acquisitions, investment banking, and corporate valuation, with additional specialization in energy, natural resources, and infrastructure sectors. After earning his BA from the University of North Carolina, Chapel Hill, he went on to become an analyst in corporate finance at Wheat First Butcher Singer and then an associate in mergers and acquisitions at Rothschild Inc. ...

This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple distinguished leadership roles. He was the vice president of investment ...

This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles Schwab, he managed a $3.5B of mutual fund assets. In this role he was ...

This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and has contributed to various industry publications. Most recently, the expert ...

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored multiple publications in the retail finance space....

This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and private, Leasing and Real Estate Financing, and many other areas. He graduated ...