Expert Profile
More than 30 years financial advisory experience in mergers & acquisitions, valuations, insolvency & bankruptcy, forensic accounting, and financial forecasting. Performed more than 1, 00 valuations of businesses, financial instruments, intangible assets, and other assets and liabilities. Testified as expert witness on more than 50 occasions in courts throughout the U. S. Award-winning scholar, lecturer, and author. Undergraduate + 2 graduate degrees in business + 10 professional licenses, including CPA and CFA. Before founding firms in 1988, employed by Bear Stearns and KPMG.
• ***** Capital *****, ***** (1988-present)–M&A, valuation, and corporate financial advisory services on behalf of corporate clients, investors, financial institutions, attorneys, accountants, and participants in employee benefit plans
• R. G. ***** & Co. (1988 - present)–accountants, consultants, crisis managers, and financial advisors serving financially troubled companies and their creditors, lenders, equity holders, and potential investors
Bear Stearns—Investment Banking Department
Zolfo, Cooper & Co.—insolvency advisory services
Peat, Marwick, Mitchell & Co.—founded valuation and corporate finance consulting practice for New York office
A.B., Lafayette College, Economics and Spanish Literature, 1975
M.S. New York University, Accountancy, 1976
A.P.C., New York University, Investment Management, 1978
Certified Public Accountant (CPA)
***** Financial Analyst (CFA)
Certified Financial Planner (CFP)
Accreditation in Business Valuation (ABV)
Certified Management Accountant (CMA)
Certified Fraud Examiner (CFE)
Certification in Financial Forensics (CFF)
Certified Insolvency and Restructuring Advisor (CIFA)
Certified Turnaround Professional (CTP)
Certification in Distressed Business Valuation (CDBV)
• Have served as member or advisor to boards of public and private companies and professional organizations
• Award-winning scholar, lecturer, and writer
• Worked on more than 1,000 client engagements in fields of expertise
• Published articles, books, chapters in books, and professional manuals aggregating more than 10,000 pages
• Have given lectures in seminars in more than 50 cities throughout the U.S. and more than 20 countries located on 5 continents outside the U.S.