Bond Market Expert for Business Valuation

Case Description:

A bond market expert with specific knowledge of the secondary bond market was needed to provide business valuation services. Plaintiff filed litigation citing allegations of legal malpractice and breach of fiduciary duty based on defendant's failure to disclose a conflict of interest. Under advice from the defendant, the plaintiff took actions in the secondary bond market that ultimately put the plaintiff in the position of a forced buyback, resulting in an immediate 10 point price jump.

IMS ExpertServices was asked to locate a bond market expert with an advanced degree, extensive knowledge of the secondary bonds market, and prior experience giving testimony. The expert’s task was to opine on economic damages resulting from advice of legal counsel and ethical implications of defendant's failure to disclose conflict of interest in the matter.

Experts Presented:

  • Business Valuation

    An M.B.A. graduate of NYU, this business valuation expert is also a chartered financial analyst, or CFA, and an accredited senior appraiser, or ASA. He has more than 15 years of experience in financial consulting and corporate valuations, acquisitions, and divestitures including a stint with Arthur Anderson & Co. This expert has testified in a number of venues, such as U.S. District Court on a variety of cases, including litigation regarding a high-yield bond portfolio. He is the author of a number of articles on junk bonds and the bond market. IMS Reference #1751346

  • Estate and Gift Tax

    After graduating from Duke, this estate and gift tax expert earned his M.B.A. from Emory University. He is a chartered financial analyst and an accredited senior appraiser with more than 20 years of experience in corporate valuation. He has contributed to the standard reference works on private business valuation. This expert currently serves as a principal for a firm that offers valuation, economic analysis, and other services relating to capital markets and investment banking. He has extensive experience as an expert witness in litigation involving bond markets. IMS Reference #4984561

  • Bond Market

    This bond market expert has over fifteen years of business experience including five years in bond market valuation. He is a chartered financial analyst whose experience includes working with including mergers and acquisitions, transfer pricing, cross border transactions between affiliates, expert witness services, bankruptcy, estate and tax planning and in connection with commercial litigation consulting. He regularly assists clients in quantifying and articulating value for financing, taxation, transaction and litigation purposes throughout the United States and the Western world. IMS Reference #4984567

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Industry: All, Securities