Mergers & Acquisitions Litigation
Overview
Engagements
Experts
Publications

The Brattle Group combines industry expertise with financial, economic, and statistical analyses to advise acquirers, targets, fiduciaries and courts on pre- and post-closing M&A litigation. Brattle’s experts have testified in, or consulted on, matters involving breach of fiduciary duty, appraisal/dissenting shareholders, breach of contract, lack of good faith and fair dealing, and unfair competition. Brattle has been engaged on transaction litigation matters before courts in Delaware, New York, California, and Texas and on matters before national and international arbitration forums.

Our Focus
  • Business Enterprise and Securities Valuation
  • Fair Price/Entire Fairness
  • Going Private Transactions
  • Valuation of Derivative Lawsuits
  • Statutory Fair Value
  • Forensic Accounting

Principals
Austin smith
Principal
Ms. Austin Smith specializes in M&A and bankruptcy disputes with subject matter expertise in valuation and credit and solvency analysis. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Borucki 113
Principal
+1.617.864.7900
Ms. Borucki is a financial economist with experience providing advice and developing expert testimony on the application of corporate finance and economics in both litigation and strategic engagements. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Cohen photo search
Principal
+1.617.864.7900
Mr. Cohen specializes in financial modeling and valuation, with a focus on complex business litigation. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Loannisgkatzimas
Principal
+1.415.217.1057
+1.415.416.8629
Mr. Gkatzimas' primary focus is on the valuation of complex securities and portfolios for both commercial litigation and regulatory matters. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Herscovici 087
Principal
Dr. Herscovici specializes in the application of economics, finance, and data analysis to litigation and other complex business issues. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Adorialim40 new2
Principal
+1.415.217.1064
+1.415.350.3870
Ms. Adoria Lim is a Certified Public Accountant (CPA) with over two decades of experience in accounting and finance at a Big 4 accounting firm, a Fortune 500 publicly traded company, and as a consultant. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Voetmann 055
Principal
+1.415.217.1007
+1.415.235.5709
Dr. Voetmann focuses on cases that involve complex economic and financial issues. He has worked with clients and experts on securities cases and valuation disputes related to capital markets and financial institutions. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Zhou 082
Principal
+1.617.864.7900
Dr. Zhou is a valuation, corporate finance, and accounting expert with more than 15 years of consulting experience. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Academic Advisors
Academic Advisor
Alex Edmans is a Professor of Finance at London Business School. He is an expert in corporate finance, corporate social responsibility, behavioural finance, and practical investment strategies. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Senior Associates
Web photo december 2015 new5
Senior Associate
+1.202.955.5050
Mr. Dave focuses on cases that involve complex economic and financial issues. He has worked with clients and experts extensively on securities and valuation matters related to capital markets and financial institutions. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Kumar 066
Senior Associate
+1.415.217.1000
Dr. Kumar is an economist with expertise in corporate finance issues including business valuation, tax, and transfer pricing. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Article
June 2016
Published in the June 2016 Issue of Financier Worldwide
Article
BMC Software's Lessons For Expert Witnesses
February 23, 2016
Published on Law360
Article
The unaccounted cost of accounting – sounding terms in purchase agreements
December 2015
Published in the December 2015 issue of Financier Worldwide
Article
Returns to Acquirers of Public and Subsidiary Targets
January 2015
Torben Voetmann, Jeffrey Jaffe, Jan Jindra, and David Pedersen
Published in the Journal of Corporate Finance
Article
Rural Metro Redefines Investment Banks' Role In M&A
March 27, 2014
Published in Law360
Report
Recent Guidance from the Delaware Court of Chancery - Summer 2013
August 2013
Published by The Brattle Group, Inc.
Article
Recent M&A Litigation Provides Updated Guidance for Fairness Opinions
April 2012
Published in Deal Points of the American Bar Association's M&A Committee
Book
Model Public Company Acquisition Agreement with Commentary (Contributing Author)
August 2011
Published by The Mergers & Acquisitions Committee of the American Bar Association