Venture Capital Expert Witnesses in Wisconsin

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.

This expert has over 30 years of experience in financial trading. He received his BS in business administration from the University of North Dakota and his MBA from Harvard University. He is a CPA and currently holds 8 patents for automated trading in an electronic exchange. Formerly, he served as an investment analyst and portfolio manager at Institutional Capital Corporation and a trader and designated primary market manager for the Chicago Board Options Exchange. Subsequently, he started four successful trading and software start-ups generating over $50 million for shareholders. Currently, this expert is the CEO and owner of a software trading platform in Illinois.

This expert is the President and Chief Compliance Officer of a Registered Investment Advisory firm that he established in the 1980s. His credentials are numerous including being an Accredited Investment Fiduciary (AIF), Certified Fraud Examiner (CFE), Life Underwriter Training Council Fellow (LUTCF), and recognized by the Minnesota Supreme Court as a Qualified Neutral under Minnesota Rule 114 of Standard Practice in Mediation and Arbitration. He was formerly a Registered Securities Principal with nationally recognized FINRA Registered Broker Dealers and held numerous securities licenses and registrations. He proudly serves as a FINRA and NFA Dispute Resolution Arbitrator.

This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to earn his MBA from the University of Michigan. He has formerly served as a financial advisor and the associate vice president of the KSG Group for Morgan Stanley before serving as the vice president for Fisher Investments. Currently, this expert is the owner of a small business consultancy in Michigan.