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Paul has over 20 years of experience in advising clients in commercial disputes or litigation, corporate finance, security valuation, investment decision making, performing independent fundamental research, strategic planning and financial analysis, raising and providing capital, originating, structuring, and negotiating complex financial transactions. He has provided services in a wide array of industries including technology (hardware and software), biotechnology, manufacturing, distribution, professional services, utilities, telecommunications, and textiles.
Professional Experience
Prior to joining Huron, Paul was a Principal in the Dispute and Investigative Advisory Practice of Tofias PC and a Senior Expert at the Michel/Shaked Group. Previously, he was a Managing Director and co-founder of Corporate Finance Advisors, Inc. and a Vice President in the Corporate Finance Group at Shawmut Bank. Before his corporate finance role at Shawmut, Paul held various other positions at financial institutions.
Representative examples of Paul's engagement experience include:
Litigation
Provided deposition testimony and analysis on business valuation and damages. (Wayne J. Archambo v. Boston Partners Asset Management L.P., Boston Partners, Inc. et al. ).
Provided deposition testimony and analysis on business valuation, mergers and acquisitions, and damages. Provided rebuttal report critiquing two opposing experts' reports. (In re marchFirst, Inc. et al., Debtors. - Andrew J. Maxwell, not Individually, but as Chapter 7 Trustee for the bankruptcy estates of marchFirst, Inc. v. KPMG, LLP ).
Provided deposition testimony and analysis on securities valuation, mergers and acquisitions, and damages. Provided rebuttal report critiquing opposing expert's report. (In re BankAmerica Corp. Securities Litigation ).
Provided deposition testimony on business valuation and damages relating to the value of an internet division spun-off to the Chairman of Penton Media. (Ariff Alidina, et al. v. Penton Media, Inc., et al. ).
Retained as expert to provide analysis on business combinations, valuation, mergers and acquisitions, and damages. (Carleton Woolen Mills, Inc. - P.J. Perrino, Trustee v. John R. Corrin, et al. ).
Retained as expert to provide analysis on valuation, deepening insolvency, acquisition strategy, Board of Director's behavior, financing strategy, and damages in this corporate roll-up. (Styling Technology Corporation v. Jay Ozer, Arthur Andersen LLP et al. ).
Retained as a consulting expert by John Hancock Financial Services, Inc. to develop a recovery strategy, analyze potential net worth covenant defaults under an existing bondholder agreement, and establish the zone of insolvency of a pharmaceutical company that improperly accounted for a significant contingent liability. The analysis and advice contributed to a favorable settlement, which included the repayment of nearly all of the loan, interest, and expenses.
Provided analysis on valuation and determined damages resulting from Shell Oil's pricing practices, its method for setting lease rates to individual gas stations, and the resulting loss of business value. (Shell Oil Products Co. Dealer Franchisees Litigation ).
Provided analysis on valuation, the potential effects on the exchange ratio of a merger in which material information was withheld, and damages. (William F. Smalley, Jr. (a shareholder of Ecoscience Corporation) v. Michael DeGiglio et al. ).
Education & Certifications
Master of Business Administration, University of Chicago
Bachelor of Science, Biology, Tufts University
Chartered Financial Analyst
Professional Associations
Member, American Bankruptcy Institute
Member, Boston Bar Association
Member, Chartered Financial Analyst Institute
Member, The Boston Security Analysts Society
Civic Involvement
Member, Board of Directors, Jewish Community Centers of Greater Boston
Member, Board of Directors, Leventhal-Sidman Jewish Community Center
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