Private-equity expert witness

Testimony and consulting on sponsor transactions, portfolio-company governance, private-equity capital structures, valuation, and the duties of private-equity-appointed directors.

Check availability & conflicts

Helpful in a first note: matter caption, court, parties (for the conflicts check), discipline, and timing. No privileged or confidential facts, please.

Scope of testimony and analysis

SponsorsSponsor transactions: leveraged buyouts, take-privates, sponsor-to-sponsor deals, and the governance record they leave.

StructuresPrivate-equity capital and fund structures, controlling-stockholder considerations, and the alignment of sponsor and minority interests — the subject of his jury-trial testimony in VLSI v. Intel.

DirectorsThe conduct and duties of private-equity-appointed directors on portfolio-company boards — the subject of his testimony in Martino-Fleming.

ValuationValuation in sponsor transactions: entry and exit pricing, fairness-opinion practice, and market evidence.

TeachingTeaches private equity and leveraged buyouts at SMU Cox — graduate coursework and the Private Equity session of the executive-education M&A program.

Why counsel retain him

Practitioner first

Nearly 25 years in investment banking and corporate finance, including service as Managing Director and Head of Investment Banking for the Southwest U.S. at Wells Fargo Securities and roles at Citigroup, Goldman Sachs, and DLJ/Credit Suisse — opinions grounded in how sponsor deals are actually structured and financed.

Dual-discipline academic

Professor of Practice in Finance (SMU Cox) and Adjunct Professor of Law (SMU Dedman); Ph.D. and LL.M. The finance and the law in one witness.

Tested on the public record

Jury-trial testimony on private-equity structures, controlling-stockholder considerations, and fiduciary duties in VLSI Technology LLC v. Intel Corporation, No. 1:19-cv-00977-ADA (W.D. Tex.) — May 2025.

Docket, No. 1:19-cv-00977 (W.D. Tex.) →

Method

Every opinion is built from primary sources, documented methodology, and analysis a court — or an opposing expert — can trace to its inputs. See the Reincorporation Index and the Texas Business Court Codex.