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Unrivaled M&A Expert Witness Services Achieving Clarity in Complex Transactions

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SEDA Experts stands as the preeminent global authority in Mergers & Acquisitions (M&A) expert witness services.
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We provide leading law firms, corporations, and regulatory bodies with a critical advantage in high-stakes M&A disputes. Our unparalleled team delivers rigorous forensic analysis, independent and robust valuations, and compelling expert testimony that simplifies the most opaque financial landscapes.
Don't leave your M&A litigation to chance. Partner with SEDA Experts for clarity, credibility, and an undeniable edge.
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Why SEDA Experts Leads as the Premier M&A Expert Witness Service

Our commitment to excellence and a relentless pursuit of accuracy set us apart. We don't just provide opinions; we deliver meticulously researched, data-driven insights backed by a lifetime of practical experience.

1. Unmatched M&A Specialization & Real-World Experience:

Global Leaders at Your Disposal: Our distinguished roster comprises former senior executives, managing directors from top-tier investment banks, leading academics from prestigious institutions, and highly respected industry titans. These are not just theorists; they are practitioners who have shaped the M&A landscape.
 

Decades of Direct M&A Involvement: Our experts possess deep, hands-on experience across the entire M&A lifecycle:

  • Deal Structuring & Negotiation: Understanding the intricate mechanics of transactions.

  • Valuation Methodologies: Mastery of discounted cash flow (DCF), comparable company analysis, precedent transactions, and advanced option pricing models.

  • Due Diligence & Risk Assessment: Identifying and quantifying hidden risks and material adverse effects (MAEs).

  • Post-Merger Integration: Analyzing operational and financial challenges post-acquisition.

  • Shareholder & Fiduciary Duty Disputes: Expert insights into corporate governance, minority shareholder oppression, and breach of fiduciary duty claims.
     

Proven Success in High-Value Cases: SEDA Experts has a stellar track record in supporting numerous  complex, high-value M&A proceedings. Our experts have provided pivotal analysis and testimony in disputes involving:

  • Breach of contract

  • Fraud allegations

  • Appraisal rights

  • Earn-out disputes

  • Fairness opinions challenges

  • Material adverse change (MAC) clauses

  • Post-closing adjustments

  • Private equity and venture capital disputes

  • Hostile takeovers and proxy contests

2. Rigorous Methodologies & Cutting-Edge, Data-Driven Insights:

Forensic Precision & Analytics: We apply state-of-the-art economic, financial, and statistical tools to conduct deep forensic analysis. Our proprietary Analytics platform efficiently processes and dissects vast, complex datasets, transforming raw information into clear, concise, and demonstrably defensible expert reports.

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Independent, Impartial Valuations: Our valuation experts adhere to the highest professional standards (e.g., ASA, AICPA) to provide unbiased and thoroughly supported assessments of corporate assets, intellectual property, goodwill, and deal pricing. These are crucial for:

  • Damages quantification

  • Fairness opinion litigation

  • Dispute resolution

  • Bankruptcy and solvency matters
     

Comprehensive Litigation Support: SEDA Experts offers seamless, end-to-end support throughout every phase of M&A litigation, from:

  • Initial case assessment and discovery assistance.

  • Expert report and rebuttal report preparation.

  • Deposition testimony.

  • Mediation and arbitration.

  • Compelling and clear trial testimony.

​3. Global Reach, Local Presence & Multidisciplinary Advantage:

Global Reach: With a strong presence in major financial centers like New York and London, our experts bring a sophisticated understanding of cross-border M&A disputes, navigating diverse regulatory frameworks, accounting standards (GAAP, IFRS), and market practices.

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Vast Expert Network: We leverage an unparalleled network of in-house and affiliated experts spanning a broad array of financial, economic, and industry disciplines. This allows us to assemble the precise team with the specialized skillset required for the unique nuances of your M&A case, no matter how complex.

RELATED EXPERTS

Richard Marin | Asset Management Expert - SEDA Experts

David Locala

Bio

Managing Director

David Locala spent his entire career of over 30 years in investment banking, with a particular focus on mergers and acquisitions and financing / capital markets transactions for companies in the technology sector. He completed over $200 billion in transactions, including buyside and sellside M&A for publicly-traded and private companies, leveraged buyouts and contested transactions. In 2021, David was named to the list of “The Top 100 Harvard Business School Alumni in Finance and Investing.” He is a world-class testifying expert in valuations, corporate transactions, deal structuring, and due diligence.

Former 

Citigroup – Managing Director and Global Head of Technology 

Deutsche Bank – Managing Director and Co-Head of Global Technology

Expertise

Mergers and Acquisitions (M&A), Fairness Opinions, Business Valuation, Venture Capital/Private Equity, IPOs / SPACs, Companies in the Technology Sector

Richard Marin | Asset Management Expert - SEDA Experts

Mitchell I. Gordon

Bio

Managing Director

Mitchell Gordon has over 40 years of experience as a C-suite executive (at both public and private companies), as a partner at a private equity firm and as a partner at a bulge bracket investment banking firm. He has extensive SPAC (Special Purpose Acquisition Companies) experience having served as President and CFO and serving on the boards of 2 SPACs. He brings significant expertise in investment banking, M&A, start-ups, corporate governance and restructuring transactions and has extensive expertise in logistics and transportation, media and specialty finance.

Former

Cambridge Capital Acquisition Corp./SPAC - President and CFO
Interpool (NYSE: IPX) - EVP and CFO

Expertise

Special Purpose Acquisition Companies (SPACs), Mergers and Acquisitions (M&A), Investment Banking, Restructuring and Financing, Transportation and Logistics

Richard Marin | Asset Management Expert - SEDA Experts

Craig Coben

Bio

Managing Director

Craig Coben has over 25 years of financial industry experience serving as the Vice Chairman of Global Capital Markets and Global Head of Equity Capital Markets at Bank of America Merrill Lynch. He is an investment banking world-class expert with deep expertise in a full range of equity products, including IPOs, SPACs, block trades, accelerated bookbuilds, secondary offerings, rights issues, equity-linked offerings (convertible and exchangeable bonds), margin loans and corporate equity derivatives.

Former 

Bank of America Merrill Lynch – Vice Chairman of Global Capital Markets and Global Head of Equity Capital Markets

Deutsche Bank – Managing Director, EMEA Equity Capital Market

Expertise

IPOs, and Securities Offerings, Investment Banking, SPACs, Block Trades, Margin Loans, Corporate Equity Derivatives

Richard Marin | Asset Management Expert - SEDA Experts

Natasha Kassian

Bio

Managing Director

Natasha Kassian has over 30 years of buy-side experience providing legal and compliance guidance to registered investment advisers across a broad range of products, asset classes, investment strategies, and jurisdictions. She has served in roles including General Counsel and Chief Compliance Officer for firms that manage hedge funds, private equity funds, venture funds, retail and institutional separately managed accounts, mutual funds, and exchange-traded funds. Ms. Kassian has extensive experience responding to examinations and inquiries by regulators in the US, EU, EMEA, and APAC, and is a recognized investment management compliance expert.

Former 

Citadel Americas LLC - Aptigon – Chief Compliance Officer

Millennium Management LLC – Global Head of Corporate and Regulatory Compliance

Expertise

Buy-Side Legal and Compliance, Regulatory Examinations, Inquiries and Investigations

Richard Marin | Asset Management Expert - SEDA Experts

Sekhar Bahadur

Bio

Managing Director

Sekhar has almost 35 years of experience in investment banking. He ran Deutsche Bank’s Sponsor Coverage Business, which covered private equity firms as investment banking clients, and then took responsibility for the firm’s European Leveraged Finance business, including Leveraged Debt Capital Markets and Sponsor Coverage, from 2000 to 2004.

Former

KKR Capital Markets Limited –Director

Deutsche Bank – MD and Vice Chairman of Investment Banking, Financial Sponsors Group

Expertise

Banking, Corporate Finance, Leveraged Finance, Private Equity, Mergers and Acquisitions, Corporate Finance, Derivatives

Richard Marin | Asset Management Expert - SEDA Experts

Kathryn Porter

Bio

Managing Director

Kathryn Porter is an independent energy consultant with over 25 years’ experience of the energy and finance sectors in both leadership and technical roles. She has specific expertise in the utilities, oil and gas sectors, with finance experience spanning equities and equity derivatives, debt capital markets, M&A, loans, and risk management, and has acted as an Expert in energy related matters.

Former

Société Générale - Director, Commodities Structuring

EDF Trading - Head of Structuring & Pricing

Expertise

Utilities, Oil and Gas Equities, Debt Capital Markets, M&A, Loans

Richard Marin | Asset Management Expert - SEDA Experts

Stephen Schiller

Bio

Managing Director

Mr. Schiller has spent his entire career in financial restructuring and M&A. He provides advice and testimony to parties involved in financially distressed and bankrupt organizations, whether they be creditors, debtors, equity holders, regulators or unions. He has over twenty-five years of experience in developing and assessing valuations, analyzing liquidity under various scenarios, creating alternative courses of action for distressed estates, providing expert testimony and negotiating settlements.

Former

Citigroup – MD, founding member of Financial Restructuring Group, and senior member of Mergers and Acquisitions Group

Expertise

Bankruptcy and Reorganization, Business Valuation, Fairness opinions, Due diligence, Liquidity Analysis and Solvency, Mergers and Acquisitions, Fraudulent Conveyance

Richard Marin | Asset Management Expert - SEDA Experts

Mike Airheart

Bio

Managing Director

During his 33 years’ experience in wholesale banking at Bank of America Merrill Lynch, Mike served Corporate and Investment Banking clients raising public and private debt capital. As a Senior Corporate Banker, he managed middle-market and large, multinational, corporate clients, specializing in corporate finance, capital raising, due diligence, wholesale credit origination/loan book portfolio management and credit risk management.

Former

Bank of America Merrill Lynch – Managing Director

Expertise

Corporate Debt Capital Raising, Corporate Finance, M&A Financing, Credit Risk

Richard Marin | Asset Management Expert - SEDA Experts

Robert Ohrenstein

Bio

Senior Advisor

Robert Ohrenstein is a market-leading transaction adviser to private equity and similar investors. His career includes leadership roles at KPMG, where he served as Global Head of Private Equity and Vice Chair, as well as advisory positions in various commercial and charitable organizations.

Former

KPMG – Vice Chair, Global Head of Private Equity

Expertise

Private Equity Transactions, Pre-transaction Due Diligence, SPA Pricing Mechanics, Closing Accounts Disputes, Financial Reps and Warranties

Richard Marin | Asset Management Expert - SEDA Experts

Mark J. Epley

Bio

Managing Director

Mark Epley is a seasoned investment banking executive with over 30 years of experience in corporate finance, leveraged finance and M&A. He served as Chairman of the Financial Sponsors Group Americas at HSBC Securities, where he led global coverage teams and delivered significant growth. Mark has also held senior leadership roles at other global franchises including Nomura, Deutsche Bank, and Morgan Stanley.

Former

Nomura Securities Internatiinal - Global Head FSG

Deutsche Bank Securities - Global Head FSG

Morgan Stanley & Company - Executive Director

Expertise

Mergers and Acquisitions, Capital Markets, Investment Banking, Corporate Finance


Richard Marin | Asset Management Expert - SEDA Experts

Simon Thackray

Bio

Managing Director

Simon Thackray is a seasoned corporate and investment advisor with over three decades of experience spanning capital markets, private equity, and operational leadership. Mr. Thackray is a global expert in equities, capital markets and corporate valuation with a particular focus on research and analysis where he has held leadership positions at multiple financial institutions.

Former

Jefferies - Managing Director, Senior Equities Analyst

CLSA - Senior Analyst

Citi - Direcor, Senior Industrial Analyst

RBS Markets & International Banking - Director, Senior Equities Analyst


Expertise

Private Equity, Corporate Valuation, Capital Markets, Mergers and Acquisitions, Strategic Financial & Investment Advisor, Board Level Consultant


Richard Marin | Asset Management Expert - SEDA Experts

Glover Lawrence

Bio

Managing Director

Glover Lawrence is a senior strategy and corporate development executive with over 30 years of experience leading transformational M&A and strategic initiatives, with deep domain expertise in the technology and software sectors. He has executed more than 75 transactions totaling over $17 billion across the U.S., Europe, and Asia-Pacific, spanning acquisitions, divestitures, joint ventures, and restructurings.

Former

Aspen Technology - SVP Corporate Development

Avid Technology - VP Corporate Development

McNamee Lawrence - Co-Founder and Managing Director

Morgan Stanley - Financial Analyst

Expertise

Corporate Development, Mergers and Acquisition (M&A), Fairness Opinions,  Business Valuation, Strategic Acquisitions, Companies in the Technology Sector

Richard Marin | Asset Management Expert - SEDA Experts

Howard Mills

Bio

Senior Advisor

Mr. Mills is a former Superintendent of the New York State Insurance Department and a retired Deloitte Managing Director and Global Insurance Regulatory Leader. He has been a Senior Advisor to the Insurance Practice at McKinsey and Company and currently serves on the Boards of Genworth Financial and The Doctors Company Group.

Former

Deloitte - Managing Director, Global Insurance Regulatory Leader

New York Insurance - Department Superintendent

Expertise

Insurance, Insurtech, Reinsurance, M&A, ESG, Regulatory and Reputational Risk

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