Industry Expertise

Deep industry knowledge, informed by decades of advisory and valuation experience.

We give our clients the industry context that bears on value: the competitors, comparable transactions, and investors most relevant to each engagement, supported by disciplined analysis.

Industry Coverage

Industries we know deeply.

Our advisory, valuation, and testimony are grounded in genuine industry fluency: the operating dynamics, comparable transactions, and valuation conventions that define each market. Select an industry to see related matters.

Technology

Software, AI, digital infrastructure, and technology-enabled businesses across growth, valuation, and transaction engagements spanning SaaS, data platforms, enterprise systems, and emerging markets.

View matters

Financial Services

Asset and wealth management, insurance, specialty finance, fintech, and broker-dealer platforms, supported by disciplined analytical work and deep industry insight.

View matters

Business Services

Professional, outsourced, and tech-enabled service businesses, supported with valuation, strategic advisory, and transaction execution across a broad range of end markets.

View matters

Consumer & Retail

Consumer brands, retail operators, and e-commerce businesses navigating growth, strategic transactions, and capital formation, with insight into evolving consumer behavior.

View matters

Healthcare

Providers, payors, life sciences, healthcare IT, and outsourced services, advised on strategic transactions, capital formation, and valuation, with detailed financial analysis.

View matters

Industrials

Manufacturing, distribution, logistics, energy, and infrastructure-related industries, advised on valuation, strategy, and execution in complex, asset-intensive markets.

View matters
Highlighted expert cases

Matters of consequence.

A selection of engagements in which our principals have provided valuation, testimony, or transaction expertise. Filter by industry below.

Oil Refining and Energy
Alon USA Energy, Inc.

This matter involved stockholder litigation related to a merger transaction. The case focused on fairness to minority shareholders and the influence of a controlling stockholder.

Stockholder litigation
Consumer Technology
Ancestry.com Inc.

This case involved stockholder litigation surrounding a take-private transaction. The analysis centered on valuation and whether the transaction provided fair consideration to shareholders.

Take-private valuation
Enterprise Software and IT Services
CedarCrestone / Oracle / Xerox Business Services

This commercial dispute involved contractual obligations between technology and service providers. The case focused on performance issues and the calculation of damages.

Commercial dispute
Beauty and Consumer Products
Coty, Inc.

This matter involved stockholder litigation arising from transactions with potential conflicts of interest. The case examined whether fiduciary duties were upheld and whether minority shareholders were treated fairly.

Stockholder litigation
Financial Software
Ebix, Inc.

This case involved stockholder litigation concerning corporate governance and disclosures. The dispute focused on alleged misconduct and the accuracy of information provided to investors.

Governance & disclosure
Accounting and Audit
Ernst & Young LLP

This matter involved professional liability claims against an audit and advisory firm. The case focused on whether services were performed in accordance with professional standards.

Professional liability
Financial Services
GFI Group, Inc.

This case involved stockholder litigation tied to a sale process with competing bids. The dispute examined whether the process maximized shareholder value and was conducted fairly.

Sale-process fairness
Textile Manufacturing
Goldman Sachs & Co.

This case focused on the sale of a company that experienced a rapid financial decline and eventual bankruptcy soon after a sale to a new owner. The issues were adequate disclosure, fraudulent conveyance, and resulting damages.

Fraudulent conveyance
Oil and Gas Exploration
McMoRan Exploration Co.

This case involved stockholder litigation related to transactions with affiliated parties. The dispute centered on valuation and whether conflicts of interest were properly managed.

Conflicted transaction
Agriculture and Fertilizers
The Mosaic Company / Cargill, Inc.

This matter involved stockholder litigation concerning the role of a controlling shareholder. The case focused on governance practices, multiple classes of stock, and fairness in corporate decision-making.

Controlling stockholder
Healthcare Revenue Cycle Software
Ontario Systems, Inc.

This dispute arose following a corporate acquisition. The case focused on transaction terms, including valuation and potential post-closing adjustments.

Post-closing dispute
Consumer Beverages
PepsiCo, Inc.

This case involved a federal trademark dispute related to branding and product positioning. The matter focused on intellectual property rights and competitive conduct in the marketplace.

Trademark dispute
Pharmaceuticals and Consumer Health
Perrigo Company plc

This matter involved damages suffered by shareholders which resulted due to management withholding information about the company's operations as a hostile takeover was voted down.

Shareholder damages
Retail
Sears Hometown and Outlet Stores, Inc.

This case involved stockholder litigation during a period of financial distress. The dispute focused on governance decisions and related-party transactions.

Related-party transaction
Electric Vehicles and Renewable Energy
Tesla, Inc. / SolarCity, Inc.

This landmark case involved stockholder litigation related to a strategic acquisition. The dispute focused on fiduciary duties and potential conflicts involving senior leadership.

Stockholder litigation
Digital Media and Marketing
VaynerMedia, Inc.

This matter arose in the context of divorce litigation. The case focused on the valuation and ownership structure of a closely held business.

Business valuation
LNG and Energy Infrastructure
Venture Global LNG, Inc.

This arbitration involved a dispute between the company and a former executive. The case focused on contractual obligations, compensation, and alleged conduct.

Arbitration
Enterprise Software and Technology
VMware, Inc. / Dell, Inc.

This case involved stockholder litigation related to a corporate acquisition. The dispute examined valuation, deal structure, and fairness to minority shareholders.

Stockholder litigation
Financial Services
Wilmington Trust, N.A.

This matter involved litigation under ERISA related to employee stock ownership plans. The case focused on fiduciary duties and the valuation of plan assets.

ERISA / ESOP

No highlighted matters in this industry yet.