| Large Public Bank Holding Company |
Expert / Consultant |
M&A Contract Customs |
September 2025 - ongoing |
| Hospital Company Affiliated with Large Private University |
Expert / Consultant |
M&A contract customs and practices |
September 2025 - ongoing |
| Large manufacturing company |
Expert / Consultant |
Board and shareholder governance and disclosure practices |
March 2025 - ongoing |
| Large asset management company |
Expert / Consultant |
Closed-end fund corporate governance customs |
November 2024 - ongoing |
| Freddie Mac |
Expert / Consultant |
Disclosure customs and practices |
December 2023 - ongoing |
| Rocket Companies, Inc. |
Expert / Consultant |
Insider trading policies, Delaware litigation |
October 2023 - ongoing |
| Large Insurance Company |
Expert / Consultant |
Expert on successorship and alter ego liability |
November 2022 - ongoing |
| Large construction companies and their counsel [confidential] |
Expert / Consultant |
Finance |
January 2016 - ongoing |
| Corporate venture capital fund sponsor |
Expert / Consultant |
VC compensation and governance customs, valuation of carried interest |
April 2025 - July 2025 |
| Large oil and gas company |
Expert / Consultant |
Expert on M&A-related disclosure and due diligence customs |
November 2022 - May 2025 |
| Large corporate law firm |
Expert / Consultant |
Credit contract amendment customs and practices where client is large private equity firm |
August 2023 - December 2024 |
| Large public company |
Expert / Consultant |
M&A customs and practices and economics |
July 2022 - October 2024 |
| Large public company in microchip industry |
Expert / Consultant |
M&A customs related to change of control and assignment of IP licenses |
September 2023 - September 2024 |
| Eaton Vance |
Expert / Consultant |
Closed-end fund economics and customary practices |
October 2021 - September 2024 |
| Large public company |
Expert / Consultant |
Expert on disclosure process customs |
October 2022 - May 2024 |
| State Street |
Other |
Monitor for Department of Justice |
December 2016 - February 2024 |
| Large public company |
Expert / Consultant |
Corporate governance customs and practices |
October 2022 - October 2023 |
| Large Healthcare Public Company |
Expert / Consultant |
Customs and practices regarding disclosure documents and mergers of equals |
October 2021 - May 2023 |
| Large gaming company |
Expert / Consultant |
Customs regarding liquidity and governance rights in private company minority investments |
April 2022 - January 2023 |
| Hedge Fund |
Expert / Consultant |
Customs regarding SPACs and hedge funds |
April 2022 - December 2022 |
| Twitter |
Expert / Consultant |
Expert on M&A contract and process customs |
April 2022 - December 2022 |