Mergers and Acquisitions Consultants: 17

Willamette Management Associates (WMA) is a nationally prominent Valuation and Financial Analysis Firm that recently celebrated its 50th anniversary. Willamette is a subsidiary of Citizens Financial Group, Inc. (NYSE: CFG), a banking and financial services company. WMA is recognized as a thought leader in the fields of Business Valuation, Forensic Analysis, and Transaction Financial Advisory Services.

WMA provides services for purposes of transaction pricing and structuring, transaction fairness and solvency assurance, taxation planning and compliance, transaction financing, forensic analysis and dispute resolution, bankruptcy and reorganization, management information and strategic planning, corporate governance and regulatory compliance, and ESOP transactions and ERISA administrative compliance.

WMA's Professional Services:

Curtis R. Kimball, CFA, ASA, is an experienced Financial Valuation Analyst and the national director for WMA’s Wealth Management Valuation Practice. Mr. Kimball works with the firm’s regional, national, and international clients out of WMA’s Atlanta regional office, which he opened in 1995. He has been valuing private company interests and restricted interests in public companies, intellectual properties, and other intangible assets, rights, claims, and investments for a variety of purposes for over 40 years.

Mr. KImball was formerly with Wachovia Bank (acquired by Wells Fargo) and, later, the Citizens & Southern Trust Company (acquired by Bank of America) prior to joining WMA’s Portland, Oregon, office in 1988. He is a noted speaker on valuation issues and a contributing author to several standard reference works on private business valuation including: Valuing a Business, Fifth Edition (McGraw-Hill), Valuing Small Businesses and Professional Practices, Third Edition (McGraw-Hill), and Business Valuation Discounts and Premiums, Second Edition (Wiley).

View Curtis R. Kimball's Expert Witness Profile.

Craig A. Wolson acts as a Structured Finance and Derivatives Expert Witness and Consultant. He specializes in cases involving credit default swaps (CDS), collateralized debt obligations (CDOs), mortgage-backed securities (MBS) and other types of derivatives and securities.

Background Experience Includes: Acting on behalf of 40,000 investors in $1.6 billion class action suit against bankrupt sponsor of special purpose issuer of notes secured by notes issued by CDO and credit default swaps with sponsor; acting on behalf of class led by two major pension funds against a major bank and numerous large underwriters involving mortgage-backed securities issued by several vehices established by the bank, and securities issued by the bank; acting on behalf of large investment bank defendant in arbitration proceeding brought by another large investment bank involving nine CDOS established by defendant; acting on behalf of large bank that had invested in now-worthless notes issued by SIV established by defendant banks; acting on behalf of large bank against another large bank that had sold the former CDOs and CDS.

Areas of Expertise:

• Securitizations
• Derivatives
• Securities Law and Corporate Finance
• Loans and Credit Facilities
• Due Diligence