Mergers & Acquisitions Litigation

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
Adorialim40 new2
Principal
+1.415.217.1064
+1.415.350.3870
Ms. Adoria Lim is a Certified Public Accountant (CPA) with over 15 years of experience in accounting and finance at a Big 4 accounting firm, a Fortune 500 publicly-traded company, and top-tier and boutique consulting firms. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Polson photo bio
Principal
+1.416.360.4849
Mr. Polson advises corporations, governments, and law firms on valuation and commercial damages issues, particularly in connection with securities, tax, and mergers and acquisitions disputes. More icon f02782c24cccaf6d90e1da53920c42f20e5a8955f54ac2ca5727ec7dc89987b4
Sacks 124
Principal
+1.202.955.5050
Mr. Sacks has more than fifteen years of consulting experience in valuation, international arbitration, securities, commercial damages, tax, and product liability matters. 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
Senior Associates
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
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