Negotiations Expert Witnesses
Negotiations expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on negotiations. The negotiations expert witness listings on this page are typically from fields/areas of expertise such as: Business Valuation and Financial.
Mark J. Lerner
Global Leader: Business Valuation, M&A, Faculty
Morgen Evan Advisory Services, Ltd.
Miami, Florida
Business Valuation, Financial
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Business, Operations, Management, Strategy, Assets, Negotiations, Analysis, International, Japan, China, Korea, Europe, Mergers, Acquisitions, M&A, UK, FX, Board, Global, Marketing
Mr. Lerner is a highly seasoned business executive with an intense focus on Business Valuation, all driven by significant experience and accomplishments in Mergers and Acquisitions, business strategy, and international business expansion.
Mr. Lerner honed his experience in business valuation through a lengthy and intense career in Mergers and Acquisitions. His career in M&A started at Merrill Lynch where he rose to Vice President, continued at Chase Manhattan Bank where he was a Managing Director at age 32, and then at Morgen Evan Advisory - the firm he founded. He has also served as the Chairman of Oaklins International, a global association of M&A firms, as well as a Board member of M&A Worldwide, another global M&A network.
With more than 200 M&A transactions managed, Mr. Lerner has valued a wide range of companies from private to public, US based to foreign based, and across an extensive array of industries. Mr. Lerner has negotiated business valuations with some of the to...
Brian Jones
Expert Banking Witness
Dallas, Texas
Financial
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Banks & Financial Services, Corporate Governance, Mergers & Acquisitions, Corporate Finance, Strategic Planning, Negotiations, Family Offices, Private Equity, Capital Markets, Corporate & Investment Banking, Accounting & Financial Reporting, Charitable Foundations, Hedge Fund, Investment Research
Brian Jones has over 30 years’ experience in the financial services industry as a senior leader, advisor and investor. He co-founded and leads BankCap Partners, an investment and advisory firm that focuses on financial services and fintech companies. BankCap has successfully raised and exited two private equity funds comprising investments in eight banks, achieving a combined return on invested capital exceeding 2.5 times.
Mr. Jones has served on numerous corporate boards, including as a director of South Korea’s Hyundai Motor Group and three US banks. His public company board involvement includes audit, compensation, nominating/governance, credit and risk committees (sometimes as chairman). Mr. Jones is a CPA, a CGMA and considered a “financial expert”.
From 2016-2021, Mr. Jones was also Co-President of a multibillion-dollar family office in New York City where he was responsible for overseeing the investment research team of 50+ professionals. Before BankCap, Mr. Jones was Exec...
