Mergers and Acquisitions Expert Witnesses: 19

Jo-Anne Daniels has been a International Trade and Transportation Industry consultant for over 25 years. She is the principal and founder of Trade Resources & Associates, a consulting firm that specializes in cross-border transactions, trade compliance, and transportation management.

Ms. Daniels has been a Licensed Customs Broker since 1987 and has experience leading global trade compliance and transportation for multinational corporations, such as, Micron Technology, Aviza, Inc., Flextronics (formerly Solectron), and Applied Materials. She is a frequent invited speaker for trade associations and logistics organizations. Ms. Daniels authored several industry publications and is the past President of the Professional Association of Exporters and Importers.

Litigation Support - Ms. Daniels is an experienced expert witness and has provided expert witness litigation services to both corporations and individuals. She is qualified to provide independent expert opinions, expert reports and declarations, and expert witness testimony at deposition in the matters of International Trade, U.S. Customs laws, U.S. Export Administration, and International Traffic in Arms Regulation and practice.

Areas of Expertise:

View Trade Resources & Associates' Consulting Profile.

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.

Litigation Support - Mr. Kimball has presented Business Appraisal and Valuation expert witness testimony in federal (U.S. Tax Court, U.S. District Court, U.S. Court of Federal Claims, and U.S. Bankruptcy Court) and various state courts and in alternate dispute resolution venues, including mediation and binding arbitration, and has extensive experience with appearances in IRS appellate conferences. He has appeared over 70 times as an expert witness on valuation issues.

Areas of Expertise:

Degrees / Certifications:

• CFA - Chartered Financial Analyst (CFA Institute)
• ASA - Business Valuation (American Society of Appraisers)
• ASA - Appraisal Review & Management (American Society of Appraisers)

View Willamette Wealth Management's Business Consulting 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

Glenn Bierman founder of Tycon Partners in 1995, boasts a wealth of experience in capital markets matters, as a CEO, COO & Board Director of Public & Private Companies, Investment Banker, and Financial Advisor.

EXPERT WITNESS SERVICES:

• CAPITAL MARKETS
• INVESTMENT BANKING
• IPO
• PUBLIC MARKETS
• SECURITIES
• INVESTMENTS
• FINRA ARBITRATIONS & HEARINGS
• MERGERS & ACQUISITIONS (M&A)
• ARBITRATIONS – JAMS, AAA
• ALTERNATIVE DISPUTE RESOLUTIONS