Financial Expert Witnesses in Connecticut

Greenwich, Connecticut

Appraisal & Valuation, Securities & Investments - Antitrust, Arbitration, Banking, Bankruptcy, Business Damages, Business Valuation, Contract Disputes, Cryptocurrency, Due Diligence, Fiduciary Duty, Financial, Fraud, Hedge Funds, Insurance, Investment Banking, Investment Management, Lending, Leveraged Buyouts, Mergers & Acquisitions, Private Equity

Max Holmes has over 40 years of experience as a portfolio manager, research analyst, board member, lawyer, NYU Professor and expert witness. Since 1993, Max Holmes has been an Adjunct Professor of Finance at the Stern Graduate School of Business at New York University, teaching "Bankruptcy and Reorganization." Max Holmes has been the Chief Investment Officer / Lead Portfolio Manager for two large hedge funds ($2.7 billion and $5.4 billion of peak AUM) as well as an insurance company portfolio and a mutual fund portfolio. The funds invested in credit, capital structure arbitrage, distressed debt, rescue finance, direct lending, specialty finance, event stocks and special situations securities, including long and short positions. The funds invested across the capital structure: bank debt, DIP loans, second lien debt, secured and unsecured bonds, floating rate and fixed rate notes, trade claims, preferred stock, common stock, put and call options and credit default swaps (CDS). In...

Riverside, Connecticut

Artificial Intelligence, Bankruptcy - Business Valuations, Software, Fraud, Business Operations, Information Technology, Securities Valuations, Data Centers, Financial, Telecommunications, Management, Private Equity, Distressed Debt, Venture Capital, Computers, Complex Securities, Private Credit, Turnarounds, Appraisal & Valuation, Business Damages, Board Governance

Mr. Scott is a 25 year veteran of the private equity, distressed investment, bankruptcy and technology markets. Mr. Scott started his career at Apollo leading the firms investments in technology, media and communications companies. He left to be the #2 partner at Baker Capital in New York where he led the firm's most successful investments in Akamai Technologies (global leader in content distribution and edge security) as well as InterXion NV - Europe's 2nd largest data center business which he co-founded and built with $300 million in equity from Goldman and Morgan Stanley. Mr. Scott has substantial experience in complex situations, complex securities, turnaround and litigation. For the last 6 years Mr. Scott led the turnaround of ElectrifAi - one of the US' leading providers of Ai software products designed to solve high ROI business problems sold to the C-suite of enterprise clients in the US such as Home Depot and Mastercard. Mr. Scott lives in Greenwich, CT with his family.