Disputes & Investigations Services

Disputes

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Who We Are

Transforming
complex data
into courtroom
clarity

We conduct rigorous financial and economic analysis to help resolve complex disputes – from the boardroom to the courtroom. Our experts are adept at providing in-depth analysis, quantum of damages, forensic accounting, valuation and expert testimony in litigation and international arbitration matters.

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How We Help

Your Experts
in Financial
Truth

Our team conducts rigorous financial and economic analysis to help resolve a range of disputes — from internal matters to litigation — from the boardroom to the courtroom. We are adept at providing in-depth analysis of complex financial transactions, preparing comprehensive reports, and providing compelling expert testimony before courts and tribunals.

A&M works closely with law firms, companies, financial institutions, insurance companies, and stakeholders to assist in the financial evaluation of the liability and damage phases of a dispute. This includes discovery support, analysis, privileged consulting, and expert testimony on complex finance, accounting, economic, and operational matters.

Disputes Services

A&M Analytical Mindset

Antitrust and Competition

Antitrust and Competition


Monopolization and Exclusionary Practices
A&M advises clients in matters involving monopolization, attempted monopolization, and exclusionary practices, with expertise in the economics of tying, resale price maintenance, budling, exclusionary conduct, predatory pricing, vertical agreements, and other exclusionary practices.

Price Fixing, Collusion, and Horizontal Conduct
Our economists are experts in the economics of price fixing, bid rigging, market allocation, and other horizontal agreements between competitors. A&M has advised clients through investigations and provided expert testimony in litigation.

Mergers
We draw on a team of expert industrial organization economists supported by an accomplished team to analyze the competitive effects of potential and consummated mergers. We have experience with pre-merger competition assessments, agency submissions, and second requests, and procompetitive benefits analysis.

Class Actions
A&M’s team provides expert advice in antitrust class action litigation matters, drawing on our experience testifying on class certification, causation, and damages.

Meet the Experts

Benjamin Wilner

Benjamin Wilner

Managing Director United States

Class Actions

Class Actions


A&M experts regularly evaluate economic evidence in class action litigation. We have testified in the class certification, causation, and damages phases of these matters, with experience in direct and indirect purchaser cases as well as the application of conjoint analyses and hedonic regressions.

By synthesizing large data and theory driven hypotheses, we explore issues of common impact and predominance of common factors, testing for class conflicts in injury and incentives. A&M also opines on the feasibility of using a single model to estimate damages across the class.

After the class certification stage, our experts provide expert testimony on the economic aspects of causation and conduct damage estimates for plaintiffs and defendants.

Meet the Experts

Jerry Dent

Jerry Dent

Managing Director United States

Benjamin Wilner

Benjamin Wilner

Managing Director United States

Quentin Mimms

Quentin Mimms

Managing Director United States

Sue Stuckwisch

Sue Stuckwisch

Managing Director United States

Commercial and General Disputes

Commercial and General Disputes


Litigation can result from misunderstandings, mistakes, purposeful strategy, fraud or negligence. Complex and challenging legal disputes are a business reality. We advise companies and government authorities, in collaboration with their legal counsel, on a wide range of legal matters.

Our experts analyze large datasets to untangle and communicate complex financial concepts and problems. We reconstruct lost audit trails, uncover hidden truths and mine datasets for clients through in-depth knowledge of forensic accounting and forensic technology.

We help you to make smart litigation decisions by assessing the other party’s assets and uncovering concealed assets.

We advise on general and commercial disputes involving:

  • Accounting and financial irregularities
  • Acquisitions
  • Artificial intelligence (AI)
  • Breach of contract
  • Construction
  • Franchises
  • Fraud
  • Healthcare
  • Insurance claims
  • Intellectual property
  • Joint ventures
  • Labor and employment
  • Lender liability
  • Oil and gas
  • Professional malpractice
  • Securities
  • Unfair business practices

Meet the Experts

Matthew Bialecki

Matthew Bialecki

Managing Director United States

Juan Valderas

Juan Valderas

Managing Director Spain

Nikki Coles

Nikki Coles

Managing Director United Kingdom

David Hall

David Hall

Managing Director United States

Construction Disputes and Investigations

Construction Disputes and Investigations


We provide dispute and investigation services throughout all phases of the construction lifecycle. Our professionals, comprised of industry and technical experts, have direct project management experience in the global construction industry, and specialize in providing expert services related to investigations and litigation support.

Our team is proud to be named of one of the top construction consulting firms in 2025 in the UK by Consultancy UK.

Dispute Services

Expert services for arbitration, litigation and adjudication including experts specializing in:

  • Quantum assessments
  • Delay, damages and productivity analyses
  • Technical assessments
  • Investigations of potential fraud, waste and abuse
  • Claims and dispute avoidance
  • Construction claims analysis
  • Contract administration reviews and assessments
  • Financial modelling and analysis of damages and loss of profit
  • Mediation, arbitration, or litigation preparation
  • Dispute resolution board roles
  • Adjudication
  • Scenario analysis
  • Delay analysis using 4D modelling / building information modelling (BIM)
  • Early case assessments (ECA) in advance of claims submission or arbitration proceedings

Investigation Services

  • Contract compliance assessments and project audits
  • Delay, damages and productivity analyses Investigation of fraud, waste, abuse and general misappropriation of funds in projects
  • Risk analysis and contingency calculations
  • Project monitoring and tracking of cost and schedule against plan
  • Project forensic cost audits
  • Project budget and forecast reviews and compliance assessments
  • Project health-checks and internal audit reviews
  • Variation or change order analysis
  • Project due diligence for investors and operators’ Board

Subsectors We Serve

  • Bridges and structures
  • Pharmaceutical
  • Commercial and industrial development
  • Power
  • Construction
  • Process facilities
  • Education: K-12 and higher education
  • Rail
  • Entertainment
  • Real estate
  • Hospitality
  • Roads
  • Gaming
  • Technology manufacturing: semi-conductors, data centers, EV batteries
  • Marine
  • Telecommunications
  • Mechanical and electrical
  • Transportation
  • Mining
  • Windfarms
  • Nuclear
  • Utilities
  • Oil and gas

Meet the Experts

Andrew Drennan

Andrew Drennan

Managing Director United Kingdom

Mike Hostettler

Mike Hostettler

Managing Director United States

Marcos Ganut

Marcos Ganut

Managing Director Brazil

Fiduciary Services

Fiduciary Services


When a company’s performance declines, affected parties seek to salvage their stake in the entity. The likelihood of fraudulent acts significantly increases as internal controls deteriorate. In suspected cases of wrongdoing, stakeholders need answers and support from unbiased experts.

Objectivity. Integrity. Discretion.

We serve as, or advise, independent fiduciaries (e.g., special committees, independent directors, examiners, trustees, administrators, and receivers) and regulators and bring deep expertise in providing investigation and litigation services related to companies facing a crisis. We investigate and assess the value of potential causes of action, model and assess settlement strategies and assist in securing recoveries in a cost-effective manner. We reconstruct audit trails, analyze relevant facts, conduct asset search and asset preservation, and provide control and stability for companies subject to judicial supervision. We have served as court-appointed trustees, examiners, plan administrators, litigation trustees, liquidating trustees, mediators, monitors and receivers in multiple cases.

Independent fiduciary and monitorship role

We manage all operational, financial and investigatory matters:

  • Examine and stabilize operations
  • Address liquidity challenges
  • Improve operational performance
  • Reduce / Minimize liabilities
  • Provide regulatory mandated oversight
  • Maximize asset recovery, while operating
    and/or liquidating
  • Prepare financial reports and tax returns
  • Investigate, evaluate and resolve claims
  • Marshall assets and financial information
  • Preserve value and manage asset sales, including intangible asset
  • Investigate past activities / transactions and perform asset / intelligence searches
  • Pursue legal actions and resolved complex business issues
  • Analysis of contingent and future liabilities
  • Advise on government regulatory compliance
  • Evaluate and pursue legal actions to maximize recoveries
  • Wind down company affairs

Investigation and examiner services

We manage and perform investigations on matters of interest to the court and the parties in interest:

  • Reconstruct financial records / evaluate internal controls and financial reporting
  • Analyze inter-company / related-party transactions / D&O actions
  • Investigate fraudulent transfers / preferences and other avoidance actions
  • Perform solvency analyses
  • Analyze cause of business failure and viability
  • Identify anti-corruption / funds tracing and asset identification
  • Evaluate contract or rejection damages
  • Perform asset and business valuation, including intellectual property and other intangible assets
  • Prepare damage assessments
  • Evaluate and pursue actions to maximize recovery
  • Investigate accounting irregularities / financial restatements
  • Manage technology needs

Expert advice and testimony

We work across all phases of litigation and serve as testifying experts for a variety of issues, including:

  • Contract, rejection, and other damage / lost profit estimates
  • Valuation and solvency
  • Asset valuation (e.g., intellectual property and partnership interest)
  • Fraudulent transfers / avoidance actions
  • Solvency
  • Preference actions
  • Pierce the Corporate Veil / Alter Ego
  • Capital adequacy
  • Plan feasibility / substantive consolidation
  • Breach of fiduciary duty
  • Government regulatory and compliance
  • Insurance claims
  • Environmental issues
  • Accounting and financial reporting
  • Asset diversion / money laundering / other fraudulent activity
  • Other bankruptcy or commercial claims

Meet the Experts

Laureen M. Ryan

Laureen M. Ryan

Managing Director United States

Karen Engstrom

Karen Engstrom

Managing Director United States

Joe Gardemal

Joe Gardemal

Managing Director United States

Keith Williamson

Keith Williamson

Managing Director United Kingdom

Healthcare and Life Sciences

Healthcare and Life Sciences


Healthcare and life science companies face a challenging competitive, regulatory, and policy environment. Our team of economists and industry experts help hospitals, physician groups, insurers, medical device companies, and life science companies navigate this complex environment.

A&M’s team has worked on pre-merger clearances before federal and state agencies in hospital mergers, physician group transactions, vertical provider arrangements, joint ventures, both in the U.S. and internationally. We use cutting edge econometric tools to evaluate market concentration, market power, and bargaining leverage. We also evaluate procompetitive benefits and efficiencies specific to health systems, insurers, and patients that are likely to arise from the transaction.

Our healthcare industry experience includes:

  • Horizontal and vertical mergers
  • Antitrust disputes
  • Class certification
  • Strategic planning and demand forecasts
  • Regulatory disputes
  • Intellectual property
  • Policy evaluation
  • Predictive modelling

Meet the Experts

Scott McKee

Scott McKee

Managing Director United States

Donald Lochabay

Donald Lochabay

Managing Director United States

Higher Education Disputes and Investigations

Higher Education Disputes and Investigations


Heightened compliance scrutiny regarding adherence with laws and regulation guidelines coupled with changing demographics, and updates to accreditation standards have led to a shifting landscape for higher education institutions to navigate. We provide comprehensive professional services including investigations and compliance, economic consulting, forensic technology, cyber and data privacy risk, and expert testimony.

We bring forensic accountants, technologists, economists, regulators and law enforcement to matters. Our team includes former higher education leaders, and in house counsel, who leverage their on-the-ground experience to provide higher education institutions with the solutions they seek to achieve their goals.

Our Core Services

Investigation and Compliance Services
Our experts perform internal investigations, related to the accuracy of financial reporting, accounting re-statement exercises, corruption investigations, and culture, conduct and ethics issues.

We follow a defined methodology that surfaces key risks and relevant data sources and then evaluates allegations through data analytics and testing. We identify root-cause breakdowns that allowed conduct to occur and develop actionable steps to mitigate risk without burdening our client’s business.
We operationalize recommendations by counsel to ensure effective and efficient compliance.

Relevant areas include:

  • Government, regulator and accreditor inquiries
  • Borrower Student Defense Repayment investigations
  • False Claims Act (FCA) investigations and litigation
  • Research compliance
  • Funds tracing
  • Cyber risk and incident response
  • Embezzlement and corruption
  • Forensic accounting audits
  • eDiscovery and forensic technology
  • Internal controls remediation
  • Compliance monitorships

Advisory Services
In collaboration with our higher education Public Sector practice, our team provides project management, integration management, and strategic advising. We also operationalize recommendations made by counsel, to provide measurable positive outcomes post investigation.

Relevant areas include:

  • M&A and integration strategy, and project management
  • Financial, operational, and organizational improvement
  • Board governance
  • Interim leadership

Dispute Services
We conduct rigorous financial and economic analysis to help resolve complex disputes – from the boardroom to the courtroom. Our experts are adept at providing in-depth analysis, quantum of damages, class certification, forensic accounting, valuation and expert testimony in litigation and international arbitration matters.

Relevant areas include:

  • Admissions Disputes
  • Antitrust / Price Fixing
  • Borrower Defense Claims
  • Deceptive Advertising Disputes
  • Discrimination / Affirmative Action Analyses
  • Financial Aid Analyses
  • Insurance Claims, including Business Interruptions and Lost/Destroyed Research claims
  • Lost Income Cases (Personal Injury / Wrongful Termination / Denial of Tenure)
  • Patent Disputes
  • Tuition Disputes

Meet the Experts

Jenelle Beavers

Jenelle Beavers

Managing Director United States

Robert Lang

Robert Lang

Managing Director United States

Benjamin Wilner

Benjamin Wilner

Managing Director United States

Kora Dusendschon

Kora Dusendschon

Senior Director United States

Intellectual Property Disputes

Intellectual Property Disputes


In today’s global marketplace, the management, protection and control of intellectual property is a high-stakes matter in any business. When faced with infringement of its intellectual property or issues related to the valuation of intellectual assets, companies and their counsel need access to experienced professionals who bring deep expertise in addressing these critical issues. Our experts assist clients in bringing successful resolution to complex IP issues that significantly impact organizations.

Selecting the right team is crucial to successfully navigating challenging and critical intellectual property and licensing issues. Our team provides innovative solutions, and accurate and comprehensive answers to meet highly sensitive deadlines. Our experts have extensive experience providing testimony in state and federal courts and international and domestic arbitration on these issues. We are free from audit-based conflicts of interest, are highly experienced, and bring a proven track record of exceptional service. We perform detailed, thorough and fact-based analyses to provide objective advice for each unique situation.

Our Intellectual Property Services Include

Licensing Advisory & Compliance

  • Investigate accounting irregularities
  • Develop and support licensing strategies and evaluate approaches
  • Assist in drafting accounting and financial terms of license agreements
  • Assist licensors to manage, monitor and control license portfolios
  • Perform royalty and license compliance audits
  • Recommend improvements across the entire licensing process to enhance future compliance (for both licensors and licensees)

Valuation & Strategy

  • Value all types of intellectual assets for disputes, transactions, strategic planning, transfer pricing and compliance purposes
  • Provide accurate and comprehensive analysis of the economic benefits derived from all types of intellectual assets
  • Analyze relevant markets, competitors and comparable transactions

Intellectual Property Litigation

  • Quantify economic damages resulting from breach of license agreements, misappropriation of trade secrets and infringement of patents, trademarks and copyrights
  • Assess factors in seminal court cases such as Panduit, Georgia-Pacific, Lucent and others, when determining lost profits, unjust enrichment and reasonable royalties
  • Analyze information relevant to revenues, costs and cost savings, profits, capacity, alternatives, demand, price erosion, unjust enrichment, profit apportionment, comparable licenses, FRAND obligations for standard-essential patents, commercial success, quantum meruit, market definition, anti-competitive conduct, injunctive relief and diminution of value
  • On license agreement disputes, investigate issues related to compliance with contractual provisions and review and analyze the royalty base and royalty payments
  • On matters involving the theft of trade secrets, collect, preserve and analyze electronic evidence
  • Provide privileged consulting and expert testimony

A&M professionals bring decades of experience in providing IP services across a variety of industries, including:

  • Aerospace
  • Agriculture
  • Arts / entertainment
  • Automotive
  • Biotechnology
  • Chemicals
  • Computer hardware and peripherals
  • Computer software
  • Consumer products
  • eCommerce / internet
  • Electronics
  • Financial services
  • Healthcare
  • Hospitality
  • Life sciences
  • Manufacturing
  • Medical devices
  • Military equipment
  • Mining
  • Pharmaceuticals
  • Oil and gas
  • Semiconductors / integrated circuits
  • Telecommunications

Meet the Experts

Elizabeth Dean

Elizabeth Dean

Managing Director United States

David Leathers

David Leathers

Managing Director United States

Quentin Mimms

Quentin Mimms

Managing Director United States

Sue Stuckwisch

Sue Stuckwisch

Managing Director United States

International Arbitration Services

International Arbitration Services


Leaders in Arbitration Servies
A&M is recognized by Global Arbitration Review in their GAR 100 top 10 Power Index as one of the leading firms of independent experts for arbitration. We are also considered a top three firm by Who’s Who Legal based on the number of experts across the globe and by Chambers in its guides to experts in the UK. Our principal expertise covers quantum of damages, valuation and economic causation. We also can provide subject matter experts across a range of industries.

Global capability
Our experts are familiar with all major arbitration rules and have testified under the rules of most of the arbitral institutions. Our teams also work across all the leading international centers. Our experts have experience acting in both commercial and investment treaty arbitrations, for both claimants and respondents and, occasionally, as tribunal-appointed or single-joint experts. Our typical expert testimony relates to the assessment of loss and damage; valuation of businesses, entities, and ventures; shareholder disputes; forensic accounting analysis; and economic and econometric analysis.

Support across the lifecycle of an arbitration

We provide support to clients at all stages of the Arbitration process:

  • Preliminary case assessment
  • Case preparation including data collection and early damage assessment
  • Development of market and economic analyses
  • Advising on arbitration potential and strengths and weaknesses of key argument
  • Providing expert reports and testimony
  • Assisting counsel with cross-examination preparation
  • Supporting the enforcement of awards through the identification, tracing and recovery of assets

Leveraging the benefits of our independence and sectorial expertise

As with the disputes our clients are involved in, we work cross-border. Our independence means that clients need not worry about potential conflicts of interest emerging as proceedings get underway. Our shared knowledge means that we can effectively team across geographies to deliver objective outcomes for our clients. We commonly work in tandem with colleagues with subject matter or sectorial expertise, drawing from the rich traditions of the firm in hands-on operational experience.

Meet the Experts

Luke Steadman

Luke Steadman

Managing Director United Kingdom

Andrew Drennan

Andrew Drennan

Managing Director United Kingdom

Aaron Stai

Aaron Stai

Managing Director United States

Colin Joh nson

Colin Joh nson

Managing Director United Kingdom

Labor and Employment

Labor and Employment


Our team is highly experienced in providing employment and labor-related dispute and investigative services for our clients. Our experts provide support throughout the litigation and investigation lifecycle, including discovery and data collection; complex data analysis; analysis of mitigation; calculating economic damages including commissions, benefits, pensions, and stock options; providing sound economic analysis consistent with the facts; conducting statistical and econometric analysis; providing expert reports, testimony, and assistance with mediation or settlement in individual, collective and class action cases or investigations involving labor or employment issues including:

  • Wrongful termination and constructive discharge
  • Whistleblower and retaliation claims
  • Breach of non-competition or non-solicitation agreements
  • Breach of employment contract
  • Opposition to class certification
  • Wage and Hour (e.g., misclassification as exempt or as independent contractors, unpaid overtime, rest and meal break violations, tipping violations, improper deductions, inappropriate clock rounding, off-the-clock work such as donning and doffing, minimum wage violations, time shaving, and improper regular rate calculations)
  • Sexual or Racial harassment
  • Title VII and equivalent state law claims
  • Disparate treatment and disparate impact
  • Equal Pay
  • FCRA claims
  • FMLA and other leave claims
  • ERISA and employee benefit claims
  • Embezzlement and fraud
  • Unfair competition and trade secret misappropriation
  • Golden Parachute disputes
  • Breach of fiduciary duty

Meet the Experts

Luke Steadman

Luke Steadman

Managing Director United Kingdom

Andrew Drennan

Andrew Drennan

Managing Director United Kingdom

Aaron Stai

Aaron Stai

Managing Director United States

Colin Joh nson

Colin Joh nson

Managing Director United Kingdom

Litigation and Dispute Valuation

Litigation and Dispute Valuation


Disputes over the value of a business or other ownership interests are sometimes unavoidable. The accurate assessment of economic impact and value and damages in these legal matters often depends on sophisticated analytic, economic, financial and quantitative analysis.

A seasoned and successful team.
Our respected professionals serve as experts in litigation, bankruptcy, arbitration and mediation in local, state, federal and national courts as well as with international arbitrations. We have quantified damages for loss of business value, disputed business value, warrants and stock options, corporate and securities claims, labor and employment disputes, and lost profits in matters successfully resolved in and out of court.

Our independent, objective written reports and verbal testimony reinforce your legal position. We support you and your attorneys through case assessment strategies and expert reports that quantify economic loss or damages, settlement negotiations and alternative dispute resolution and economic evidence.

Engage our experts for:

  • Business and contractual disputes, including enterprise valuations, shareholder conflicts, diminution of value claims, purchase price disputes and damage calculations
  • Insurance claims on both business and asset values
  • Tax-related conflict
  • Solvency analysis (retrospective)
  • Marriage dissolutions

Meet the Experts

Luke Steadman

Luke Steadman

Managing Director United Kingdom

Andrew Drennan

Andrew Drennan

Managing Director United Kingdom

Aaron Stai

Aaron Stai

Managing Director United States

Colin Joh nson

Colin Joh nson

Managing Director United Kingdom

Mass Torts

Mass Torts


Our Mass Torts team is retained by defendants, plaintiffs, companies, special masters and parties in bankruptcy throughout the mass tort lifecycle. From initial risk assessment through potential settlement, our experts have assisted clients on some of the most high-profile matters involving product liability torts, mass toxic torts and mass disaster torts.

Disputes and Investigations – Economic Advisory & Liability Estimation

We work with counsel, companies, insurers, financial institutions, parties in bankruptcy, investors, court appointed neutrals, special masters and trustees to quantify and forecast:

  • Mass tort claim liability for strategic litigation risk planning
  • Mass tort claims for settlement trusts and compensation programs
  • Mass tort liability to inform parties seeking global resolution in Multidistrict Litigation (MDL) and bankruptcy
  • Current and future mass tort claims liability related to fraudulent conveyance actions
  • Mass tort liability risk for entities involved in M&A activity
  • Contingent liabilities for GAAP disclosure purposes
  • Insurance coverage associated with mass tort claims liability

Complex Claims Advisory – Settlement Negotiation, Design, Oversight and Administration

We work with counsel, court appointed neutrals, trustees, beneficiary committees, government agencies, courts, parties in bankruptcy, claims processing facilities and claims administrators to:

  • Design and administer complex settlement programs established to resolve mass tort claims
  • Provide ongoing mass tort liability forecasts and claim analytics to appropriately allocate and distribute settlement proceeds
  • Provide independent oversight and reporting for the administration of complex claim and compensation programs
  • Develop robust quality control and audit protocols to ensure that all claims are adjudicated pursuant to the negotiated settlement terms
  • Wind down settlement programs and provide an independent report on the activity and resolution of the program

Meet the Experts

Nicholas DeLuca

Nicholas DeLuca

Managing Director United States

Nancy Gutzler

Nancy Gutzler

Managing Director United States

Elizabeth Hanke

Elizabeth Hanke

Managing Director United States

Timothy Raab

Timothy Raab

Managing Director United States

Mergers and Acquisitions Disputes

Mergers and Acquisitions Disputes


M&A disputes arise for a variety of reasons. Alvarez & Marsal’s team of professionals have extensive experience assisting buyers and sellers in avoiding disputes or, if they do arise, successfully settling or arbitrating them.

Our M&A disputes practice is comprised of financial reporting and accounting experts with decades of experience applying GAAP, IFRS, and other accounting bases in such disputes. We work on behalf of buyers, sellers and their advisers as both consultants and expert witnesses. Our professionals also serve as neutral accounting arbitrators to resolve disputes concerning working capital adjustments, earnouts, and other accounting issues.

Closing Working Capital, Cash, and Debt Dispute Advisory Services

  • Assistance with the calculation of working capital targets
  • Closing balance sheet preparation and review
  • Notice of objection preparation
  • Evaluation of underlying facts and application of accounting principles
  • Post-closing dispute settlement negotiations
  • Assistance in selecting a neutral arbitrator and determination of arbitration procedures
  • Preparation of arbitration submissions
  • Testimony at arbitration hearings
  • Dispute resolution as a neutral arbitrator

Earn-out Dispute Advisory Services

  • Earn-out calculation and related financial statement preparation
  • Earn-out objection identification
  • Evaluation of underlying facts and application of accounting principles
  • Post-closing dispute settlement negotiations
  • Assistance in selecting a neutral arbitrator and determination of arbitration proceedings
  • Preparation of arbitration submissions
  • Testimony at arbitration hearings
  • Dispute resolution as a neutral arbitrator

Breach of Representations and Warranties Dispute Advisory Services

  • Identification of information to be requested in discovery
  • Assistance in determining liability and causation associated with claims
  • Assistance in preparing and filing notice of claims (including insurance claims)
  • Damage calculation preparation
  • Forensic technology assistance including eDiscovery services, computer forensics, data mining and analytics
  • Arbitration and litigation expert testimony
  • Opposing expert report review and rebuttal report preparation

Other Acquisition-Related Dispute Advisory Services

  • Review of accounting provisions within purchase agreements
  • Fraud claims consultation and damage calculations
  • Assistance in matters involving material adverse changes
  • Purchase accounting and opening balance sheet preparation assistance with respect to contingent claims

Meet the Experts

Matthew Bialecki

Matthew Bialecki

Managing Director United States

Brad Boudouris

Brad Boudouris

Managing Director United States

Adam Buchler

Adam Buchler

Managing Director United States

Nikki Coles

Nikki Coles

Managing Director United Kingdom

Frederic Elkeslassy

Frederic Elkeslassy

Managing Director France

Real Estate and Environmental Economics

Real Estate and Environmental Economics


The Real Estate and Environmental Economics practice has been retained on some of the largest and most complex environmental matters around the world. We have experience ranging from single parcels to matters involving tens of thousands of parcels in all asset classes, including residential, commercial, industrial and agricultural. Our work has included the study of impacts alleged to have been caused by air emissions, ground water, surface water, soil, odors, noise and other disamentities.

Our team offers the following analytical services:

• Real Estate Damages/Class Certification Analysis: Cost, use and risk analysis related to allegations of property value diminution
• Value Assurance Programs/Institutional Control Programs: Proactive programs to address sales of properties at less than market value, access issues, releases or settlement programs
• Environmental Liabilities: Current and future damage, future contingent liabilities, EPA BEN and ABEL models
• Real Estate Research, Data Analytics and GIS: Statistical analysis, literature review, proprietary models, cycle analysis, cloudbased mapping solutions

Meet the Experts

Jerry Dent

Jerry Dent

Managing Director United States

Owain Stone

Owain Stone

Managing Director Australia

Luke Steadman

Luke Steadman

Managing Director United Kingdom

Deep Parekh

Deep Parekh

Managing Director United States

Technology Disputes

Technology Disputes


Technology software and systems are a core facet in many of today’s civil and commercial disputes. A&M specializes in providing end-to-end IT dispute expert advisory.

Whether the issue is a live frustrated IT project requiring root cause technical delay analysis, or a dispute requiring software analysis expert evidence, A&M has vast experience within complex, high-value information technology disputes across a variety of sectors and industries.

A&M can assist at all stages of a project dispute or the litigation lifecycle, including pre-dispute project advisory to post-deal insurance claims. Our technology experts have extensive experience in identifying, collecting, documenting and analyzing complex technical platforms and information sources, and translating technical complexities into digestible outputs.

Our representative experience covers varying forms of technology assessment, from software expert witness appointments in arbitrations and litigations to alternate dispute resolution advisory within live IT projects.

Types of Matters:

  • IT Contract Disputes
  • IT Insurance Disputes
  • Intellectual Property Disputes
  • IT Project Distress (pre dispute)
  • Out of Contract Systems and Software
  • Fraud and Misuse Investigations

Our Services

  • Delay analysis
  • IT project best practice and performance (various methodologies such as Waterfall, Agile, Prince2© (Hybrid))
  • Software performance and defect analysis
  • Service Level Agreement (SLA) contract breach and remediation analysis
  • Project healthcheck and recovery
  • Early case assessments, SWOT analysis and dispute preparedness review
  • Database design and data rights infringement analysis
  • Pleadings review
  • Software and system functionality assessment
  • Source code analysis
  • Fitness for purpose and requirements benchmarking
  • Software licensing analysis
  • Shadow consultancy (assisting with witness review, opposing expert and cross-examination)
  • Expert witness reporting, testimony and alternate dispute resolution services
  • Technical claim verification (Warranty and Indemnity claims)
  • Misrepresentation analysis

Meet the Experts

Phil Beckett

Phil Beckett

Managing Director United Kingdom

Siobhan Forster

Siobhan Forster

Senior Director United Kingdom

Narisa Gore

Narisa Gore

Senior Director United Kingdom

Disputes Services

A&M Analytical Mindset

Antitrust and Competition

Class Actions

Commercial and General Disputes

Construction Disputes and Investigations

Fiduciary Services

Healthcare and Life Sciences

Higher Education Disputes and Investigations

Intellectual Property Disputes

International Arbitration Services

Labor and Employment

Litigation and Dispute Valuation

Mass Torts

Mergers and Acquisitions Disputes

Real Estate and Environmental Economics

Technology Disputes

Our Executive Leadership

Disputes & Investigations
Leaders

Jerry Dent

Jerry Dent

Managing Director
United States

Owain Stone

Owain Stone

Managing Director
Australia

Luke Steadman

Luke Steadman

Managing Director
United Kingdom

Deepak Jain

Deepak Jain

Managing Director
United States

Regions Served:

The Americas
EMEA
APAC
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Antitrust and Competition

Monopolization and Exclusionary Practices
A&M advises clients in matters involving monopolization, attempted monopolization, and exclusionary practices, with expertise in the economics of tying, resale price maintenance, budling, exclusionary conduct, predatory pricing, vertical agreements, and other exclusionary practices.

Price Fixing, Collusion, and Horizontal Conduct
Our economists are experts in the economics of price fixing, bid rigging, market allocation, and other horizontal agreements between competitors. A&M has advised clients through investigations and provided expert testimony in litigation.

Mergers
We draw on a team of expert industrial organization economists supported by an accomplished team to analyze the competitive effects of potential and consummated mergers. We have experience with pre-merger competition assessments, agency submissions, and second requests, and procompetitive benefits analysis.

Class Actions
A&M’s team provides expert advice in antitrust class action litigation matters, drawing on our experience testifying on class certification, causation, and damages.

Meet the Experts

Benjamin Wilner

Benjamin Wilner

Managing Director
United States

Class Actions

A&M experts regularly evaluate economic evidence in class action litigation. We have testified in the class certification, causation, and damages phases of these matters, with experience in direct and indirect purchaser cases as well as the application of conjoint analyses and hedonic regressions.

By synthesizing large data and theory driven hypotheses, we explore issues of common impact and predominance of common factors, testing for class conflicts in injury and incentives. A&M also opines on the feasibility of using a single model to estimate damages across the class.

After the class certification stage, our experts provide expert testimony on the economic aspects of causation and conduct damage estimates for plaintiffs and defendants.

Meet the Experts

Jerry Dent

Jerry Dent

Managing Director
United States

Benjamin Wilner

Benjamin Wilner

Managing Director
United States

Quentin Mimms

Quentin Mimms

Managing Director
United States

Sue Stuckwisch

Sue Stuckwisch

Managing Director
United States

Commercial and General Disputes

Litigation can result from misunderstandings, mistakes, purposeful strategy, fraud or negligence. Complex and challenging legal disputes are a business reality. We advise companies and government authorities, in collaboration with their legal counsel, on a wide range of legal matters.

Our experts analyze large datasets to untangle and communicate complex financial concepts and problems. We reconstruct lost audit trails, uncover hidden truths and mine datasets for clients through in-depth knowledge of forensic accounting and forensic technology.

We help you to make smart litigation decisions by assessing the other party’s assets and uncovering concealed assets.

We advise on general and commercial disputes involving:

  • Accounting and financial irregularities
  • Acquisitions
  • Artificial intelligence (AI)
  • Breach of contract
  • Construction
  • Franchises
  • Fraud
  • Healthcare
  • Insurance claims
  • Intellectual property
  • Joint ventures
  • Labor and employment
  • Lender liability
  • Oil and gas
  • Professional malpractice
  • Securities
  • Unfair business practices

Meet the Experts

Matthew Bialecki

Matthew Bialecki

Managing Director
United States

Juan Valderas

Juan Valderas

Managing Director
Spain

Nikki Coles

Nikki Coles

Managing Director
United Kingdom

David Hall

David Hall

Managing Director
United States

Construction Disputes and Investigations

We provide dispute and investigation services throughout all phases of the construction lifecycle. Our professionals, comprised of industry and technical experts, have direct project management experience in the global construction industry, and specialize in providing expert services related to investigations and litigation support.

Our team is proud to be named of one of the top construction consulting firms in 2025 in the UK by Consultancy UK.

Dispute Services

Expert services for arbitration, litigation and adjudication including experts specializing in:

  • Quantum assessments
  • Delay, damages and productivity analyses
  • Technical assessments
  • Investigations of potential fraud, waste and abuse
  • Claims and dispute avoidance
  • Construction claims analysis
  • Contract administration reviews and assessments
  • Financial modelling and analysis of damages and loss of profit
  • Mediation, arbitration, or litigation preparation
  • Dispute resolution board roles
  • Adjudication
  • Scenario analysis
  • Delay analysis using 4D modelling / building information modelling (BIM)
  • Early case assessments (ECA) in advance of claims submission or arbitration proceedings

Investigation Services

  • Contract compliance assessments and project audits
  • Delay, damages and productivity analyses Investigation of fraud, waste, abuse and general misappropriation of funds in projects
  • Risk analysis and contingency calculations
  • Project monitoring and tracking of cost and schedule against plan
  • Project forensic cost audits
  • Project budget and forecast reviews and compliance assessments
  • Project health-checks and internal audit reviews
  • Variation or change order analysis
  • Project due diligence for investors and operators’ Board

Subsectors We Serve

  • Bridges and structures
  • Pharmaceutical
  • Commercial and industrial development
  • Power
  • Construction
  • Process facilities
  • Education: K-12 and higher education
  • Rail
  • Entertainment
  • Real estate
  • Hospitality
  • Roads
  • Gaming
  • Technology manufacturing: semi-conductors, data centers, EV batteries
  • Marine
  • Telecommunications
  • Mechanical and electrical
  • Transportation
  • Mining
  • Windfarms
  • Nuclear
  • Utilities
  • Oil and gas

Meet the Experts

Andrew Drennan

Andrew Drennan

Managing Director
United Kingdom

Mike Hostettler

Mike Hostettler

Managing Director
United States

Marcos Ganut

Marcos Ganut

Managing Director
Brazil

Fiduciary Services

When a company’s performance declines, affected parties seek to salvage their stake in the entity. The likelihood of fraudulent acts significantly increases as internal controls deteriorate. In suspected cases of wrongdoing, stakeholders need answers and support from unbiased experts.

Objectivity. Integrity. Discretion.

We serve as, or advise, independent fiduciaries (e.g., special committees, independent directors, examiners, trustees, administrators, and receivers) and regulators and bring deep expertise in providing investigation and litigation services related to companies facing a crisis. We investigate and assess the value of potential causes of action, model and assess settlement strategies and assist in securing recoveries in a cost-effective manner. We reconstruct audit trails, analyze relevant facts, conduct asset search and asset preservation, and provide control and stability for companies subject to judicial supervision. We have served as court-appointed trustees, examiners, plan administrators, litigation trustees, liquidating trustees, mediators, monitors and receivers in multiple cases.

Independent fiduciary and monitorship role

We manage all operational, financial and investigatory matters:

  • Examine and stabilize operations
  • Address liquidity challenges
  • Improve operational performance
  • Reduce / Minimize liabilities
  • Provide regulatory mandated oversight
  • Maximize asset recovery, while operating
    and/or liquidating
  • Prepare financial reports and tax returns
  • Investigate, evaluate and resolve claims
  • Marshall assets and financial information
  • Preserve value and manage asset sales, including intangible asset
  • Investigate past activities / transactions and perform asset / intelligence searches
  • Pursue legal actions and resolved complex business issues
  • Analysis of contingent and future liabilities
  • Advise on government regulatory compliance
  • Evaluate and pursue legal actions to maximize recoveries
  • Wind down company affairs

Investigation and examiner services

We manage and perform investigations on matters of interest to the court and the parties in interest:

  • Reconstruct financial records / evaluate internal controls and financial reporting
  • Analyze inter-company / related-party transactions / D&O actions
  • Investigate fraudulent transfers / preferences and other avoidance actions
  • Perform solvency analyses
  • Analyze cause of business failure and viability
  • Identify anti-corruption / funds tracing and asset identification
  • Evaluate contract or rejection damages
  • Perform asset and business valuation, including intellectual property and other intangible assets
  • Prepare damage assessments
  • Evaluate and pursue actions to maximize recovery
  • Investigate accounting irregularities / financial restatements
  • Manage technology needs

Expert advice and testimony

We work across all phases of litigation and serve as testifying experts for a variety of issues, including:

  • Contract, rejection, and other damage / lost profit estimates
  • Valuation and solvency
  • Asset valuation (e.g., intellectual property and partnership interest)
  • Fraudulent transfers / avoidance actions
  • Solvency
  • Preference actions
  • Pierce the Corporate Veil / Alter Ego
  • Capital adequacy
  • Plan feasibility / substantive consolidation
  • Breach of fiduciary duty
  • Government regulatory and compliance
  • Insurance claims
  • Environmental issues
  • Accounting and financial reporting
  • Asset diversion / money laundering / other fraudulent activity
  • Other bankruptcy or commercial claims

Meet the Experts

Laureen M. Ryan

Laureen M. Ryan

Managing Director
United States

Karen Engstrom

Karen Engstrom

Managing Director
United States

Joe Gardemal

Joe Gardemal

Managing Director
United States

Keith Williamson

Keith Williamson

Managing Director
United Kingdom

Healthcare and Life Sciences

Healthcare and life science companies face a challenging competitive, regulatory, and policy environment. Our team of economists and industry experts help hospitals, physician groups, insurers, medical device companies, and life science companies navigate this complex environment.

A&M’s team has worked on pre-merger clearances before federal and state agencies in hospital mergers, physician group transactions, vertical provider arrangements, joint ventures, both in the U.S. and internationally. We use cutting edge econometric tools to evaluate market concentration, market power, and bargaining leverage. We also evaluate procompetitive benefits and efficiencies specific to health systems, insurers, and patients that are likely to arise from the transaction.

Our healthcare industry experience includes:

  • Horizontal and vertical mergers
  • Antitrust disputes
  • Class certification
  • Strategic planning and demand forecasts
  • Regulatory disputes
  • Intellectual property
  • Policy evaluation
  • Predictive modelling

Meet the Experts

Scott McKee

Scott McKee

Managing Director
United States

Donald Lochabay

Donald Lochabay

Managing Director
United States

Higher Education Disputes and Investigations

Heightened compliance scrutiny regarding adherence with laws and regulation guidelines coupled with changing demographics, and updates to accreditation standards have led to a shifting landscape for higher education institutions to navigate. We provide comprehensive professional services including investigations and compliance, economic consulting, forensic technology, cyber and data privacy risk, and expert testimony.

We bring forensic accountants, technologists, economists, regulators and law enforcement to matters. Our team includes former higher education leaders, and in house counsel, who leverage their on-the-ground experience to provide higher education institutions with the solutions they seek to achieve their goals.

Our Core Services

Investigation and Compliance Services
Our experts perform internal investigations, related to the accuracy of financial reporting, accounting re-statement exercises, corruption investigations, and culture, conduct and ethics issues.

We follow a defined methodology that surfaces key risks and relevant data sources and then evaluates allegations through data analytics and testing. We identify root-cause breakdowns that allowed conduct to occur and develop actionable steps to mitigate risk without burdening our client’s business.
We operationalize recommendations by counsel to ensure effective and efficient compliance.

Relevant areas include:

  • Government, regulator and accreditor inquiries
  • Borrower Student Defense Repayment investigations
  • False Claims Act (FCA) investigations and litigation
  • Research compliance
  • Funds tracing
  • Cyber risk and incident response
  • Embezzlement and corruption
  • Forensic accounting audits
  • eDiscovery and forensic technology
  • Internal controls remediation
  • Compliance monitorships

Advisory Services
In collaboration with our higher education Public Sector practice, our team provides project management, integration management, and strategic advising. We also operationalize recommendations made by counsel, to provide measurable positive outcomes post investigation.

Relevant areas include:

  • M&A and integration strategy, and project management
  • Financial, operational, and organizational improvement
  • Board governance
  • Interim leadership

Dispute Services
We conduct rigorous financial and economic analysis to help resolve complex disputes – from the boardroom to the courtroom. Our experts are adept at providing in-depth analysis, quantum of damages, class certification, forensic accounting, valuation and expert testimony in litigation and international arbitration matters.

Relevant areas include:

  • Admissions Disputes
  • Antitrust / Price Fixing
  • Borrower Defense Claims
  • Deceptive Advertising Disputes
  • Discrimination / Affirmative Action Analyses
  • Financial Aid Analyses
  • Insurance Claims, including Business Interruptions and Lost/Destroyed Research claims
  • Lost Income Cases (Personal Injury / Wrongful Termination / Denial of Tenure)
  • Patent Disputes
  • Tuition Disputes

Meet the Experts

Jenelle Beavers

Jenelle Beavers

Managing Director
United States

Robert Lang

Robert Lang

Managing Director
United States

Benjamin Wilner

Benjamin Wilner

Managing Director
United States

Kora Dusendschon

Kora Dusendschon

Senior Director
United States

Intellectual Property Disputes

In today’s global marketplace, the management, protection and control of intellectual property is a high-stakes matter in any business. When faced with infringement of its intellectual property or issues related to the valuation of intellectual assets, companies and their counsel need access to experienced professionals who bring deep expertise in addressing these critical issues. Our experts assist clients in bringing successful resolution to complex IP issues that significantly impact organizations.

Selecting the right team is crucial to successfully navigating challenging and critical intellectual property and licensing issues. Our team provides innovative solutions, and accurate and comprehensive answers to meet highly sensitive deadlines. Our experts have extensive experience providing testimony in state and federal courts and international and domestic arbitration on these issues. We are free from audit-based conflicts of interest, are highly experienced, and bring a proven track record of exceptional service. We perform detailed, thorough and fact-based analyses to provide objective advice for each unique situation.

Our Intellectual Property Services Include

Licensing Advisory & Compliance

  • Investigate accounting irregularities
  • Develop and support licensing strategies and evaluate approaches
  • Assist in drafting accounting and financial terms of license agreements
  • Assist licensors to manage, monitor and control license portfolios
  • Perform royalty and license compliance audits
  • Recommend improvements across the entire licensing process to enhance future compliance (for both licensors and licensees)

Valuation & Strategy

  • Value all types of intellectual assets for disputes, transactions, strategic planning, transfer pricing and compliance purposes
  • Provide accurate and comprehensive analysis of the economic benefits derived from all types of intellectual assets
  • Analyze relevant markets, competitors and comparable transactions

Intellectual Property Litigation

  • Quantify economic damages resulting from breach of license agreements, misappropriation of trade secrets and infringement of patents, trademarks and copyrights
  • Assess factors in seminal court cases such as Panduit, Georgia-Pacific, Lucent and others, when determining lost profits, unjust enrichment and reasonable royalties
  • Analyze information relevant to revenues, costs and cost savings, profits, capacity, alternatives, demand, price erosion, unjust enrichment, profit apportionment, comparable licenses, FRAND obligations for standard-essential patents, commercial success, quantum meruit, market definition, anti-competitive conduct, injunctive relief and diminution of value
  • On license agreement disputes, investigate issues related to compliance with contractual provisions and review and analyze the royalty base and royalty payments
  • On matters involving the theft of trade secrets, collect, preserve and analyze electronic evidence
  • Provide privileged consulting and expert testimony

A&M professionals bring decades of experience in providing IP services across a variety of industries, including:

  • Aerospace
  • Agriculture
  • Arts / entertainment
  • Automotive
  • Biotechnology
  • Chemicals
  • Computer hardware and peripherals
  • Computer software
  • Consumer products
  • eCommerce / internet
  • Electronics
  • Financial services
  • Healthcare
  • Hospitality
  • Life sciences
  • Manufacturing
  • Medical devices
  • Military equipment
  • Mining
  • Pharmaceuticals
  • Oil and gas
  • Semiconductors / integrated circuits
  • Telecommunications

Meet the Experts

Elizabeth Dean

Elizabeth Dean

Managing Director
United States

David Leathers

David Leathers

Managing Director
United States

Quentin Mimms

Quentin Mimms

Managing Director
United States

Sue Stuckwisch

Sue Stuckwisch

Managing Director
United States

International Arbitration Services

Leaders in Arbitration Servies
A&M is recognized by Global Arbitration Review in their GAR 100 top 10 Power Index as one of the leading firms of independent experts for arbitration. We are also considered a top three firm by Who’s Who Legal based on the number of experts across the globe and by Chambers in its guides to experts in the UK. Our principal expertise covers quantum of damages, valuation and economic causation. We also can provide subject matter experts across a range of industries.

Global capability
Our experts are familiar with all major arbitration rules and have testified under the rules of most of the arbitral institutions. Our teams also work across all the leading international centers. Our experts have experience acting in both commercial and investment treaty arbitrations, for both claimants and respondents and, occasionally, as tribunal-appointed or single-joint experts. Our typical expert testimony relates to the assessment of loss and damage; valuation of businesses, entities, and ventures; shareholder disputes; forensic accounting analysis; and economic and econometric analysis.

Support across the lifecycle of an arbitration

We provide support to clients at all stages of the Arbitration process:

  • Preliminary case assessment
  • Case preparation including data collection and early damage assessment
  • Development of market and economic analyses
  • Advising on arbitration potential and strengths and weaknesses of key argument
  • Providing expert reports and testimony
  • Assisting counsel with cross-examination preparation
  • Supporting the enforcement of awards through the identification, tracing and recovery of assets

Leveraging the benefits of our independence and sectorial expertise

As with the disputes our clients are involved in, we work cross-border. Our independence means that clients need not worry about potential conflicts of interest emerging as proceedings get underway. Our shared knowledge means that we can effectively team across geographies to deliver objective outcomes for our clients. We commonly work in tandem with colleagues with subject matter or sectorial expertise, drawing from the rich traditions of the firm in hands-on operational experience.

Meet the Experts

Luke Steadman

Luke Steadman

Managing Director
United Kingdom

Andrew Drennan

Andrew Drennan

Managing Director
United Kingdom

Aaron Stai

Aaron Stai

Managing Director
United States

Colin Joh nson

Colin Joh nson

Managing Director
United Kingdom

Labor and Employment

Our team is highly experienced in providing employment and labor-related dispute and investigative services for our clients. Our experts provide support throughout the litigation and investigation lifecycle, including discovery and data collection; complex data analysis; analysis of mitigation; calculating economic damages including commissions, benefits, pensions, and stock options; providing sound economic analysis consistent with the facts; conducting statistical and econometric analysis; providing expert reports, testimony, and assistance with mediation or settlement in individual, collective and class action cases or investigations involving labor or employment issues including:

  • Wrongful termination and constructive discharge
  • Whistleblower and retaliation claims
  • Breach of non-competition or non-solicitation agreements
  • Breach of employment contract
  • Opposition to class certification
  • Wage and Hour (e.g., misclassification as exempt or as independent contractors, unpaid overtime, rest and meal break violations, tipping violations, improper deductions, inappropriate clock rounding, off-the-clock work such as donning and doffing, minimum wage violations, time shaving, and improper regular rate calculations)
  • Sexual or Racial harassment
  • Title VII and equivalent state law claims
  • Disparate treatment and disparate impact
  • Equal Pay
  • FCRA claims
  • FMLA and other leave claims
  • ERISA and employee benefit claims
  • Embezzlement and fraud
  • Unfair competition and trade secret misappropriation
  • Golden Parachute disputes
  • Breach of fiduciary duty

Meet the Experts

Luke Steadman

Luke Steadman

Managing Director
United Kingdom

Andrew Drennan

Andrew Drennan

Managing Director
United Kingdom

Aaron Stai

Aaron Stai

Managing Director
United States

Colin Joh nson

Colin Joh nson

Managing Director
United Kingdom

Litigation and Dispute Valuation

Disputes over the value of a business or other ownership interests are sometimes unavoidable. The accurate assessment of economic impact and value and damages in these legal matters often depends on sophisticated analytic, economic, financial and quantitative analysis.

A seasoned and successful team.
Our respected professionals serve as experts in litigation, bankruptcy, arbitration and mediation in local, state, federal and national courts as well as with international arbitrations. We have quantified damages for loss of business value, disputed business value, warrants and stock options, corporate and securities claims, labor and employment disputes, and lost profits in matters successfully resolved in and out of court.

Our independent, objective written reports and verbal testimony reinforce your legal position. We support you and your attorneys through case assessment strategies and expert reports that quantify economic loss or damages, settlement negotiations and alternative dispute resolution and economic evidence.

Engage our experts for:

  • Business and contractual disputes, including enterprise valuations, shareholder conflicts, diminution of value claims, purchase price disputes and damage calculations
  • Insurance claims on both business and asset values
  • Tax-related conflict
  • Solvency analysis (retrospective)
  • Marriage dissolutions

Meet the Experts

Luke Steadman

Luke Steadman

Managing Director
United Kingdom

Andrew Drennan

Andrew Drennan

Managing Director
United Kingdom

Aaron Stai

Aaron Stai

Managing Director
United States

Colin Joh nson

Colin Joh nson

Managing Director
United Kingdom

Mass Torts

Our Mass Torts team is retained by defendants, plaintiffs, companies, special masters and parties in bankruptcy throughout the mass tort lifecycle. From initial risk assessment through potential settlement, our experts have assisted clients on some of the most high-profile matters involving product liability torts, mass toxic torts and mass disaster torts.

Disputes and Investigations – Economic Advisory & Liability Estimation

We work with counsel, companies, insurers, financial institutions, parties in bankruptcy, investors, court appointed neutrals, special masters and trustees to quantify and forecast:

  • Mass tort claim liability for strategic litigation risk planning
  • Mass tort claims for settlement trusts and compensation programs
  • Mass tort liability to inform parties seeking global resolution in Multidistrict Litigation (MDL) and bankruptcy
  • Current and future mass tort claims liability related to fraudulent conveyance actions
  • Mass tort liability risk for entities involved in M&A activity
  • Contingent liabilities for GAAP disclosure purposes
  • Insurance coverage associated with mass tort claims liability

Complex Claims Advisory – Settlement Negotiation, Design, Oversight and Administration

We work with counsel, court appointed neutrals, trustees, beneficiary committees, government agencies, courts, parties in bankruptcy, claims processing facilities and claims administrators to:

  • Design and administer complex settlement programs established to resolve mass tort claims
  • Provide ongoing mass tort liability forecasts and claim analytics to appropriately allocate and distribute settlement proceeds
  • Provide independent oversight and reporting for the administration of complex claim and compensation programs
  • Develop robust quality control and audit protocols to ensure that all claims are adjudicated pursuant to the negotiated settlement terms
  • Wind down settlement programs and provide an independent report on the activity and resolution of the program

Meet the Experts

Nicholas DeLuca

Nicholas DeLuca

Managing Director
United States

Nancy Gutzler

Nancy Gutzler

Managing Director
United States

Elizabeth Hanke

Elizabeth Hanke

Managing Director
United States

Timothy Raab

Timothy Raab

Managing Director
United States

Mergers and Acquisitions Disputes

M&A disputes arise for a variety of reasons. Alvarez & Marsal’s team of professionals have extensive experience assisting buyers and sellers in avoiding disputes or, if they do arise, successfully settling or arbitrating them.

Our M&A disputes practice is comprised of financial reporting and accounting experts with decades of experience applying GAAP, IFRS, and other accounting bases in such disputes. We work on behalf of buyers, sellers and their advisers as both consultants and expert witnesses. Our professionals also serve as neutral accounting arbitrators to resolve disputes concerning working capital adjustments, earnouts, and other accounting issues.

Closing Working Capital, Cash, and Debt Dispute Advisory Services

  • Assistance with the calculation of working capital targets
  • Closing balance sheet preparation and review
  • Notice of objection preparation
  • Evaluation of underlying facts and application of accounting principles
  • Post-closing dispute settlement negotiations
  • Assistance in selecting a neutral arbitrator and determination of arbitration procedures
  • Preparation of arbitration submissions
  • Testimony at arbitration hearings
  • Dispute resolution as a neutral arbitrator

Earn-out Dispute Advisory Services

  • Earn-out calculation and related financial statement preparation
  • Earn-out objection identification
  • Evaluation of underlying facts and application of accounting principles
  • Post-closing dispute settlement negotiations
  • Assistance in selecting a neutral arbitrator and determination of arbitration proceedings
  • Preparation of arbitration submissions
  • Testimony at arbitration hearings
  • Dispute resolution as a neutral arbitrator

Breach of Representations and Warranties Dispute Advisory Services

  • Identification of information to be requested in discovery
  • Assistance in determining liability and causation associated with claims
  • Assistance in preparing and filing notice of claims (including insurance claims)
  • Damage calculation preparation
  • Forensic technology assistance including eDiscovery services, computer forensics, data mining and analytics
  • Arbitration and litigation expert testimony
  • Opposing expert report review and rebuttal report preparation

Other Acquisition-Related Dispute Advisory Services

  • Review of accounting provisions within purchase agreements
  • Fraud claims consultation and damage calculations
  • Assistance in matters involving material adverse changes
  • Purchase accounting and opening balance sheet preparation assistance with respect to contingent claims

Meet the Experts

Matthew Bialecki

Matthew Bialecki

Managing Director
United States

Brad Boudouris

Brad Boudouris

Managing Director
United States

Adam Buchler

Adam Buchler

Managing Director
United States

Nikki Coles

Nikki Coles

Managing Director
United Kingdom

Frederic Elkeslassy

Frederic Elkeslassy

Managing Director
France

Real Estate and Environmental Economics

The Real Estate and Environmental Economics practice has been retained on some of the largest and most complex environmental matters around the world. We have experience ranging from single parcels to matters involving tens of thousands of parcels in all asset classes, including residential, commercial, industrial and agricultural. Our work has included the study of impacts alleged to have been caused by air emissions, ground water, surface water, soil, odors, noise and other disamentities.

Our team offers the following analytical services:

• Real Estate Damages/Class Certification Analysis: Cost, use and risk analysis related to allegations of property value diminution
• Value Assurance Programs/Institutional Control Programs: Proactive programs to address sales of properties at less than market value, access issues, releases or settlement programs
• Environmental Liabilities: Current and future damage, future contingent liabilities, EPA BEN and ABEL models
• Real Estate Research, Data Analytics and GIS: Statistical analysis, literature review, proprietary models, cycle analysis, cloudbased mapping solutions

Meet the Experts

Jerry Dent

Jerry Dent

Managing Director
United States

Owain Stone

Owain Stone

Managing Director
Australia

Luke Steadman

Luke Steadman

Managing Director
United Kingdom

Deep Parekh

Deep Parekh

Managing Director
United States

Technology Disputes

Technology software and systems are a core facet in many of today’s civil and commercial disputes. A&M specializes in providing end-to-end IT dispute expert advisory.

Whether the issue is a live frustrated IT project requiring root cause technical delay analysis, or a dispute requiring software analysis expert evidence, A&M has vast experience within complex, high-value information technology disputes across a variety of sectors and industries.

A&M can assist at all stages of a project dispute or the litigation lifecycle, including pre-dispute project advisory to post-deal insurance claims. Our technology experts have extensive experience in identifying, collecting, documenting and analyzing complex technical platforms and information sources, and translating technical complexities into digestible outputs.

Our representative experience covers varying forms of technology assessment, from software expert witness appointments in arbitrations and litigations to alternate dispute resolution advisory within live IT projects.

Types of Matters:

  • IT Contract Disputes
  • IT Insurance Disputes
  • Intellectual Property Disputes
  • IT Project Distress (pre dispute)
  • Out of Contract Systems and Software
  • Fraud and Misuse Investigations

Our Services

  • Delay analysis
  • IT project best practice and performance (various methodologies such as Waterfall, Agile, Prince2© (Hybrid))
  • Software performance and defect analysis
  • Service Level Agreement (SLA) contract breach and remediation analysis
  • Project healthcheck and recovery
  • Early case assessments, SWOT analysis and dispute preparedness review
  • Database design and data rights infringement analysis
  • Pleadings review
  • Software and system functionality assessment
  • Source code analysis
  • Fitness for purpose and requirements benchmarking
  • Software licensing analysis
  • Shadow consultancy (assisting with witness review, opposing expert and cross-examination)
  • Expert witness reporting, testimony and alternate dispute resolution services
  • Technical claim verification (Warranty and Indemnity claims)
  • Misrepresentation analysis

Meet the Experts

Phil Beckett

Phil Beckett

Managing Director
United Kingdom

Siobhan Forster

Siobhan Forster

Senior Director
United Kingdom

Narisa Gore

Narisa Gore

Senior Director
United Kingdom