Large Insurance Company |
Expert / Consultant |
Expert on successorship and alter ego liability |
November 2022 - ongoing |
Large oil and gas company |
Expert / Consultant |
Expert on M&A-related disclosure and due diligence customs |
November 2022 - ongoing |
Large public company |
Expert / Consultant |
Expert on disclosure process customs |
October 2022 - ongoing |
Eaton Vance |
Expert / Consultant |
Closed-end fund economics and customary practices |
October 2021 - ongoing |
State Street |
Other |
Monitor for Department of Justice |
December 2016 - ongoing |
Large construction companies and their counsel [confidential] |
Expert / Consultant |
Finance |
January 2016 - ongoing |
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 |
Williams Cos. and its counsel, Cravath Swaine & Moore |
Expert / Consultant |
M&A customs and practices |
November 2019 - February 2021 |
Twitter / Cooley |
Expert / Consultant |
Disclosure and management customs |
April 2019 - January 2021 |
MindBody / Kirkland |
Expert / Consultant |
M&A and corporate governance customs |
February 2019 - January 2021 |
FDIC |
Expert / Consultant |
Customs and practices regarding financing of intangibles |
February 2016 - January 2021 |
Large REIT and sponsors |
Expert / Consultant |
M&A customs and practices |
June 2020 - December 2020 |
Venture capital fund and its counsel |
Expert / Consultant |
Law firm customs and practices relating to preferred stock terms |
January 2020 - November 2020 |
Large public company (computer services) |
Expert / Consultant |
M&A / spinoff customs and practices |
January 2020 - October 2020 |
Large real estate firm |
Expert / Consultant |
M&A customs and practices |
June 2020 - August 2020 |
Thompson Oil and owners, and their counsel Tillotson Law Firm |
Expert / Consultant |
Corporate governance customs and practices |
April 2020 - July 2020 |
Large oil company |
Expert / Consultant |
Successorship and corporate organization |
January 2020 - July 2020 |
Private equity owned financial services firm |
Expert / Consultant |
M&A customs and practices |
May 2020 - June 2020 |
Mid-sized commercial bank |
Expert / Consultant |
M&A Customs |
April 2019 - June 2020 |
Federally sponsored investment vehicle and its counsel |
Expert / Consultant |
Corporate organization, successorship, assumption of liability |
April 2020 - May 2020 |
Private equity fund |
Expert / Consultant |
Conflict of interest polices and practices |
December 2019 - April 2020 |
Anadarko / Susman Godfrey |
Expert / Consultant |
M&A customs |
February 2019 - December 2019 |
MetWest and its counsel, Ropes and Gray |
Expert / Consultant |
Mutual fund operations |
July 2016 - July 2019 |