Retention as a valuation expert by secured and unsecured creditors for matters in which a debtor business may or has filed for bankruptcy.
Retention as a damages/valuation expert in cases involving insurance agencies, including MGAs.
Retained in multiple cases to calculate damages resulting from fraudulent warranty claims submitted to manufacturers by auto dealers.
Retained to provide fair market value analysis by an outsourced provider of medical equipment as required for compliance under a CIA.
Retention in various patent infringement cases as a damages expert involving pharmaceutical products, medical devices, consumer electronics and other type of products.
Retention in various copyright infringement cases as a damages expert.
Retention in various trademark infringement cases as a damages expert and, in some cases, to assess certain Likelihood of Confusion factors from an economic perspective.
Retained as liability expert for a Fortune 500 company in a trade secret misappropriation matter related to proprietary software and customer data. Subsequent claims for spoliation were made due to the use of scrubber software by the defendants to erase evidence of deleted files that contained the misappropriated customer information. Due in part to the evidence presented through expert testimony, a broad injunction was issued against the defendants.
Assessed damages and causation in matters involving a failed enterprise resource planning (ERP) projects and failed software development projects.
Analyzed damage and causation in matters involving various claims of wrongful conduct against banks such as lender liability, breach of contract, fraud, violation of anti-money laundering regulations, and others in which business and individual damages were claimed.
Retained by counsel for the defendants in a False Claims Act matter which required an analysis of disputed claims, cost report data, peer group performance, business performance and owner compensation levels as key factors in the assessment of liability and damages. This case ultimately settled.
Retained to provide damage analysis in a case involving a failed robotics technology implementation in a manufacturing plant. This case involved damage claims based on lost profits.
Retained to assess reasonable royalty and lost profit damages arising from at-risk product launches by generic drug manufacturers after filing an Abbreviated New Drug Application (ANDA) with the FDA and submitting a Paragraph IV certification under the Hatch-Waxman Act.
Forensic accounting related to allegations of business executives, employees, and owners being involved in schemes to fraudulently misappropriate funds or other assets/resources from businesses through direct disbursements, phantom vendors/payees, expense reimbursements, diversion or other means.
Retained as a damages expert in cases involving concrete structures, flood-related reconstruction, new construction, leasehold improvements, moving expense, and other matters involving construction, facilities and related costs.
Valuation of software, technology, intangible assets (including intellectual property) and technology companies for litigation purposes where asset and/or business valuation are at issue. These types of valuations are also provided for non-litigation purposes such as tax, financial accounting, and transaction assessment purposes.
Retained as a damages expert in software-related patent, trademark, copyright and trade secret cases in various federal and state jurisdictions.
Assessed damages and causation issues related to a dispute between a record company and a top-selling musical artist that involved claims for lost record company profits and lost royalty income by the artist.
Determined the value of a partner’s share in the touring business and trademark of a top-selling musical act following the decision of a founding member to stop touring with the band. This analysis was developed for litigation purposes.
Retained as an expert addressing various liability, causation and damage issues in matters involving trade secret misappropriation, unfair competition and related claims in various industries.
Retained as an expert in disputes related to claims of misappropriation, wrongful termination and breach of contract involving non-solicitation and non-compete provisions.
Retained as an expert related to disputes following transactions involving licensing, the sale of equity and the sale of assets, supply agreements, working capital provisions, purchase price adjustments and confidentiality agreements.
Calculated the lost “investment” or “synergistic” premium to the owners of a business due to a purchase offer being withdrawn due to insurance companies that failed to provide coverage for an environmental claim that arose during due diligence.
Analyzed secondary indicia of non-obviousness involving Hatch-Waxman litigation related to a Paragraph IV certification by a generic drug producer alleging that the patented invention was obvious and that the patent was invalid. Specific secondary indicia considered related to the commercial success of the product that embodied the patented features and evidence of long-felt need in the market and the failure of others to address it.
Engaged through counsel to provide litigation support related to Stark and Anti-Kickback allegations.
Engaged by federal and state agencies to calculate the plaintiffs ability to pay overpayments, fines and penalties.