Mergers, Acquisitions, & Company Valuations Expert Witness

Vice President, Donaldson, Lufkin, & Jenrette

Master of Business Administration (MBA), Harvard Business School

(***)***-****

California

Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.

Expert Qualifications

This highly-qualified expert has nearly 30 years of experience in the consumer, retailing, technology, and healthcare industries in areas such as mergers and acquisitions, the valuation of public and private companies, stock option valuations, severance package valuations, and C-suite compensation. He received his BA in economics and political science from Claremont McKenna College before earning his MBA from Harvard Business School. He also earned a certified director certification from the UCLA Anderson School of Management. This expert has formerly served as the vice president of investment banking at Donaldson, Lufkin, & Jenrette and Wertheim Schroeder & Co, as the CFO of Bodega Latina Corporation, DDD Group, and Hypertension Diagnostics Inc. While working with Hypertension Diagnostics, he also served as the chairman and CEO. He has also been a board member for several companies, including HDi Plastics, HitFix, and Specialty Commodities. Currently, this expert serves as a board member for a retail technology company in Texas and a privately-owned drug retailer in Washington state.

Fee Data

Review Fee

Deposition Fee

Court Fee

Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.

Litigation History

Case Reviews

Testimonies

Depositions

Work History

Status

Job Title/Role

Department/Division

Organization

Current

Board Member

A privately-owned drug retailer in WA

Current

Board Member

A retail technology company in TX

Former

Board Member & Consultant

Specialty Commodities, Inc.

Former

Board Member

HitFix, Inc.

Former

Chairman of the Board

HDi Plastics, Inc.

Former

CEO & CFO

Hypertension Diagnostics Inc.

Former

CFO

DDD Group

Former

Co-Founder & CFO

Bodega Latina Corporation

Former

Vice President

Investment Banking

Wertheim Schroder & Co.

Former

Vice President

Investment Banking

Donaldson, Lufkin, & Jenrette

Training

Training Type

Specialty

Institution

Certification

Director

UCLA Anderson School of Management

Education

Degree

Institution

Major

Master of Business Administration (MBA)

Harvard Business School

Bachelor of Arts (BA)

Claremont McKenna College

Economics & Political Science

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