David has served as a financial expert witness and consultant on a variety of intellectual property business valuation and complex commercial litigation matters. His experience includes the analysis of accounting financial marketing and other business information to assess the economic impact of business events and negotiation decisions. He often advises clients on the valuation of intellectual property and other business assets in connection with licensing and joint venture transactions capital raising activities merger and acquisitions and inter-company and other transactions.
David's consulting experience has covered a number of industries including oil and gas healthcare software semiconductor real estate biotechnology and pharmaceutical medical device banking and financial services nanotechnology cable television wireless satellite and telecommunications network security automotive hazardous waste disposal HVAC gaming highway construction and various consumer products.
Professional Experience
Prior to joining Huron David was Vice President at CRA International Inc. Previously he was a Managing Director at InteCap Inc. a Principal and Senior Consultant at PricewaterhouseCoopers LLP and held various financial accounting and management positions in the banking industry.
Representative examples of David's engagement experience include:
Financial Consulting - Litigation
Evaluated economic damages including expert testimony involving patent trademark and copyright infringement matters as well as the misappropriation of trade secrets involving a wide range of technologies.
Reviewed and analyzed hundreds of patent and technology license agreements.
Advised legal counsel and provided expert testimony in matters involving breach of contract business interruption breach of fiduciary duty and fraud related matters.
Calculated numerous business impairment and lost profit damage calculations.
Performed investigations regarding allegations of breach of fiduciary responsibility and accounting irregularities.
Financial Consulting - Valuation and Strategy
Determined the fair market value or hypothetical value for numerous entities including limited partnerships limited liability companies and corporate entities.
Prepared valuations of a variety of intangible assets and early stage technologies including valuation analyses to support the licensing and sale of various inventions and technologies.
Participated in numerous due diligence projects related to an investment or acquisition of intellectual property or other business assets.
Prepared valuations to support the reasonableness of proposed purchase and sales agreements the acquisition or sale of stock and the spin-off of technology assets or business entities.
Prepared valuations and financial analysis for purposes of purchase price allocation tax reporting and bankruptcy related matters.
Advised clients in a wide-range of strategic consulting assignments related to the licensing and management of intellectual property.
Business Planning and Analysis
Developed and managed the implementation of reengineering plans; analyzed corporate and business unit profitability; performed financial analysis to support general strategic planning; coordinated a general ledger conversion; and participated in the post acquisition merger integration process of a financial services entity including acquisition takedown contract reviews and department consolidation.
Education & Certifications
Bachelor of Business Administration Finance Hankamer School of Business Baylor University
Accredited Member American Society of Appraisers Business Valuation
Professional Associations
Member Society of Petroleum Engineers
Member Institute of Business Appraisers
Member National Association of Certified Fraud Examiners
Member Licensing Executives Society
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