Valuation & fairness-opinion expert

Expert analysis of transaction valuation, fairness-opinion process, financial-advisor practice, and market evidence in M&A, securities, and corporate-governance disputes.

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

ValuationBusiness and transaction valuation, including discounted cash flow, comparable companies, precedent transactions, and the assumptions that drive each method.

FairnessFairness-opinion scope, methodology, financial-advisor process, and the work product supporting a board’s decision.

Market evidenceTrading data, transaction premiums, market reaction, and other evidence used to evaluate deal economics and disclosure questions.

ProcessThe relationship among valuation, strategic alternatives, banker advice, board materials, negotiation, and the record created by the transaction process.

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 — building, negotiating, and defending the numbers deals closed on.

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

Expert report on merger-prospect materiality in In re National Instruments Corp. Securities Litigation, No. 1:23-cv-10488-DLC (S.D.N.Y.) — cited in the court’s opinion.

Opinion of the court →

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.