Securities Expert Witnesses in Wisconsin

This experienced corporate finance attorney retired after a 44-year career with Bell, Boyd & Lloyd in Chicago, where he practiced in securities, corporate governance, and related areas. For 13 years, he was the Chair of his firm's corporate and securities group, working with many large U.S. Corporations. He recently taught an M&A course at Northwestern University and currently acts as an independent consultant and a FINRA arbitrator.

This highly qualified expert has provided valuation and corporate finance consulting services since 1987. He is a Chartered Financial Analyst (CFA) and he is a member of several prestigious associations including the Healthcare Financial Management Association and the American Society of Appraisers. He previously worked as the Senior Managing Director of American Appraisal Associates Inc where he was the Chair of Healthcare Industry Practice. Currently, this expert works as Managing Director in a global consulting firm in Illinois. He specializes in the valuation of a wide variety of businesses and business interests, fairness and solvency opinions, consulting with corporations with respect to corporate finance issues, and estimating economic damages. He has provided opinions of value, fairness, and solvency for many purposes such as acquisitions, divestitures, business and strategic plan reviews, business unit performance measurement, SEC filings, US GAAP and other financial reporting requirements, US federal, state, and non-US tax reporting requirements, regulatory compliance, various dispute resolution and litigation procedures and general advisory purposes. This expert has worked with clients across a wide variety of industries such as business and consumer services, construction, engineering and real estate development, construction materials, banking, financial institutions and insurance, healthcare services and managed care.

This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple distinguished leadership roles. He was the vice president of investment banking for Donaldson, Lufkin, and Jenrette, and the vice president of Commercial Union Capital Corporation. While working for ABN AMRO Bank N.V., he rose from the head of financial engineering to the role of president and CEO of ABN AMRO. He was a founder and managing partner of Mumford Capital Partners, an equity partner of 2100 Xenon Group, and a partner of Emerging Edge Group. Currently, this expert serves as the chief financial officer, chief compliance officer, and secretary to the board of a registered investment advisor based in Illinois.

This highly-qualified expert has years of experience in capital markets in addition to an impressive background in engineering and information technology. He received his BS in electrical engineering from Boḡaziçi University in his home country of Istanbul before earning both his MS in computer engineering and his PhD in electrical engineering at Syracuse University. He has experience in a variety of areas, including exchanges, over-the-counter platforms, securities, futures, options, clearing, commodities, stocks, fintech, software, and market manipulation. He is active in his field as an author of several journal articles and conference proceedings. He held a number of roles in the engineering field before transitioning his focus to capital markets. Some notable engineering positions of his include product engineer for Caterpillar and assistant professor of electrical engineering and computer science at Northwestern University. More recently, he has served as a fixed income product advisor for JP Morgan, a market designer and the CTO for the Stock Exchange of the Caribbean, the co-founder of Numéraire Technology, and a partner at Myra Trading. Currently, this expert is the president of a global finance advisory in Illinois.

This highly-qualified expert specializes in the field of mergers and acquisitions. He earned his BS from Colgate University, his JD from Cornell Law School, and his MBA from the Kellogg Graduate School of Management. He began his career as an attorney practicing mergers and acquisitions law in New York with White & Case. He then went on to begin his investment banking career, where he was involved in over 60 mergers or acquisitions with a combined market value of over $1 billion. He then became president of a nationally recognized middle market mergers & acquisitions firm with 14 offices around the country. After almost seven years growing that company, he left to co-found an M&A firm that was quickly recognized by Crain’s Chicago Business as one of the Top Investment Banking firms in Chicago. He is currently a founder and partner of a national mergers and acquisitions firm and the founder and partner of an advisory that focuses exclusively on companies in the sports, fitness and leisure industry. He is also the co-founder of an exit planning institute, a leading provider of education, training and resources for business advisors committed to the field of exit planning.