Mr. Bayley, a Managing Director, is the founder of Accumyn and serves as its President. He has served public and private businesses, governmental entities, and law firms with auditing, accounting, financial, and economic consulting services for over thirty years. A primary focus of his practice is analysis of financial damages and economic claims, valuation analysis, fraud and forensic accounting examinations, preparation of expert reports and expert testimony regarding accounting disputes, claims of financial and economic loss, and valuation opinions. His…
LUIGI CALABRESE
Mr. Calabrese has been retained by law firms to assist in matters involving lost profit, lost value, unjust enrichment and other financial and economic analysis. Luigi has also determined pecuniary damages for personal injury and wrongful death and wrongful termination for both plaintiffs and defendants. Luigi has appraised businesses, equity securities and specific assets. Types of securities valued include valuation of common stock of privately held companies on a controlling and non-controlling basis, partnership interests, corporate notes, incentive distribution rights,…
DAN WATSON
Dr. Watson is an expert on econometric and statistical analytics, valuation analysis, economic and financial damage claim computations, and risk management. He teaches Security and Asset Valuation at Rice University. He also serves as faculty advisor to student teams working as consultants to businesses as part of the school’s Advanced Learning Project. Dan is a Certified Valuation Analyst. Dan has recently advised a large industrial firm on the probability that non-tradeable executive stock options would “in the money” at…
MARIA TERESA RITCHEY
Ms. Ritchey has served in management and executive positions for public and private corporations in manufacturing, banking, agriculture, and not-for-profit sectors and has consulting and advisory services experience in both the US and South America. Ms. Ritchey’s leadership roles have included serving as financial manager, administrative director, assistant controller and chief financial officer. She has held management responsibilities in the fields of financial accounting and analysis, treasury, and human resources including payroll administration. Her business management experience has involved state…
BANKING & FINANCIAL
BANKING & FINANCIAL With highly reputed consulting and expert witness services, Accumyn is the name owners, customers and counsel trust in matters involved with all phases of the banking and financial services process. Our top credentialed specialists are sought after for in-depth knowledge of banking, financial and economic disciplines. We deliver incisive analysis and objective conclusions on assigned matters through leveraging our expert resources in financial forensics, economic and actuarial, business restructuring, capital project management and computer forensics.
RONALD GUAJARDO
Mr. Guajardo is a recognized expert in the Midstream Industry, specializing in the commercial business development of gas gathering, processing, NGL fractionation and marketing assets. He has over thirty years of commercial and technical experience spanning strategic planning and business development, acquisition and divestitures, asset optimization, and commercial negotiations in all phases of the Midstream Industry. Recruited into Conoco’s Management Development Program, Mr. Guajardo progressed through plant operations and facilities management, gas and NGL marketing, and commercial business development positions…
GUSTAVO GRULLON
Dr. Grullon is an associate professor of finance at Rice University and an expert in several areas of corporate finance, including corporate investment, corporate financing, payout policy, business valuation, real options valuation, and mergers and acquisitions. He has provided consulting services to several Fortune 500 companies. Dr. Grullon has done extensive research on how firms determine their payout policy and capital structure and how these decisions affect the value of the firm. Gustavo’s research has provided explanations to several interesting…
Lost Profits from Hedging of Natural Gas Production Sales and Debt Financing
Accumyn’s expert provided testimony refuting a claim for over $60 Million in lost profits and value arising from potential hedging of natural gas production sales as part of a contemplated debt financing. The enterprise would have hedged natural gas price risk by means of forward fixed price sales of physical natural gas or swaps that would have extended over a multi-year period. Accumyn addressed the plausibility of the claimed economic damages in the context of actual forward market conditions at…
ALLEN PARKS
Mr. Parks is Managing Director of Oil Field Services at OFSCap. He also serves as an advisor to StormHarbour Securities in all energy related restructuring transactions. Prior to that he was Managing Director at Global Hunter Securities. Previously, Allen founded Parks Paton Hoepfl & Brown (PPHB) in 2003 to provide financial advisory expertise to the oilfield services sector. Before founding PPHB, he led the oil field services investment banking efforts at CIBC World Markets and Dain Rauscher Wessels (now RBC).…
JONATHAN PARRY
Mr. Parry has twenty years’ experience working with IOC’s, NOC’s and Independents. As a Principal Engineer he has participated in major capital projects in North and South America, Europe, Asia, and the Middle East. At ConocoPhillips he provided oversight to Latin America, Africa, Middle East, Caspian and Russian well operations, and contributed to their new ventures and farm-in activities. In Functional Excellence Mr. Parry is familiar with defining appropriate standards and processes to manage corporate risk and enhance value. He…
R. MICHAEL STROMAN
Mr. Stroman has over 35 years of experience in the insurance industry. Currently serving as an industry consultant, he assists insurance purchasers, insurance companies and agents, and their attorneys, accountants and other industry advisors, with agency management, claims consulting, underwriting practices, standard of care, and other technical assistance. Mr. Stroman has assisted numerous clients with transaction advisory services, assisting with the identification of merger & acquisition candidates, the structuring of transactions, valuation, and general insurance company and agency consultation. Mr.…
STEPHEN TRAICOFF
Mr. Traicoff has provided expert witness services in federal and state courts primarily related to energy trading, risk management, and structured finance in the energy industry. He has commercial and trading experience regarding refined products, natural gas, residual fuel, petrochemicals, feedstocks, and electric power. Steve has also originated, structured, and closed large, complex physical and financial transactions in the natural gas and power industry sectors. Steve has participated as a subject matter expert in a variety of engagements involving analysis,…
JERRY TURNER
Mr. Turner is the founder and President of T-4 Investment Solutions LLC (T4IS). His clients include financial institutions, domestic and international governmental entities, law firms, and public and private businesses. Jerry provides a broad array of services, including quantification of damages, transaction assistance, mediation assistance, financial analysis, preparation of expert reports and expert testimony regarding real estate and financial disputes, operations review and analysis, contract examination and valuation analysis. Mr. Turner’s dispute experience includes assisting in matters such as tenant/landlord…
BILL WELCH
Mr. Welch, a Director, has been involved in the banking and savings institution industry since 1978, has held senior management positions with several financial institutions, and has been an independent consultant to the banking industry since 1987. Since the early 1990s, Mr. Welch has provided expert testimony in a variety of bank related cases, including directors’ and officers’ liability, lender liability/prudent lending, appropriate lender/borrower relations, commercially reasonable banking practices, and cases pertaining to bank operations and generally accepted non-lender relationships…
Business Interruption Claim Following a Fire Loss for a Funeral Home
Accumyn prepared detailed analyses and provided expert services for a commercial insurance client in a business interruption and extra expense dispute with its insurance carrier following a fire at a funeral home. The client operated more than one funeral home facility, and was able to shift work to alternate facilities to process and prepare deceased for final disposition. The insurance carrier involved sought to minimize the loss of income and extra expense experienced to keep the client operational during reconstruction. Accumyn's work included a review of insurance…
Commercially Reasonable Banking
Provided expert report in connection with claims made by the receiver for a failed financial advisory group against a large multi-state bank for negligence, violation of account integrity, and conversion, by allowing an individual to improperly deposit of an official check purchased by an LLC (the financial advisory group) into an unrelated account of the individual at the same bank. Issues included industry standards of ordinary care, deposit account integrity, conversion, commercially reasonable standards on deposit account activity, teller operation…
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