I am an expert with twenty-five years of practical experience in private securities, stock, and debt transactions, private company directorships, and private company operations. I have been there, and I have done it, and I continue to be involved in private companies, firms, and funds as an investor, board member, and operator.

I use this real-world experience and my consulting-trained communications skills to translate evidence into simple, straightforward, compelling analyses and reports. Previous clients commented that my insights and perspectives are highly differentiating and powerful. I have proven skillful at developing rare insights and counter-arguments to opposing witnesses that can help you optimize your efforts.

Please get in touch with me if you want someone to help you understand private equity, venture capital, and family businesses. I provide value at all phases of a case, from initial strategic formulation through to testimony. I work with defendants and plaintiffs.

Education: 

• MBA, The Wharton School of Business, University of Pennsylvania
• BA, University of Pennsylvania

Publications: 

• Expert Witness: Informative Footnotes are Your Best Friend