Expertise: Mr. Purcell has over 40 years of experience in every area of investment banking including the following:
Princeton, 1964 (B.A., Economics, with honors) NYU Business School, 1966 (MBA, Top of class)
Background: Mr. Purcell was a Managing Director at Dillon Read for almost 25 years and has been a Senior Advisor to a number of medium-sized investment banks. He also has served as interim CEO of a public company and has served on Boards of Directors. Mr. Purcell is currently Senior Director to the Investment Banking Firm of Seale & Associates, Washington, DC. area.
Mergers & Acquisitions Leveraged Buyouts and Recapitalizations Fairness Opinions and Fairness Issues Adequacy Opinions Solvency Opinions Bankruptcy issues, including fraudulent conveyance Valuations Advice to Special Committees of Boards Due Diligence and Disclosure Issues Fiduciary Issues Damage issues and analysis Lender Liability Fee issues Document Interpretation and Standards from investment banking point of views Criminal cases involving alleged securities violations and insider trading Financing of Debt and Equity (both public and private, taxable and tax-exempt, including structured financings) Venture Capital Leasing and Real Estate Financing
Banking Operations/Administration Check Fraud Lending Policies, Custom and Practice Loan Underwriting & Credit Administration Loan Securitizations & Servicing Bankruptcy, Foreclosures and Workouts Trust & Fiduciary Issues / Operations Securities Brokerage & Investments Valuations & Damages Analysis Forensic Accounting Employment / Compensation Real Estate Brokerage & Management Title Insurance & Escrow Real Estate Appraisal & Transactions Insurance Industry Custom & Practice Insurance Coverages / Claims Handling Insurance Bad Faith
Carl Sheeler, Ph.D. has 25+ years of public and private company experience with Family Business/Office Valuation, Advisory & Dispute Services – i.e., Governance, Risk Management, and planned and disruptive events associated with reducing risks and optimizing equity values. Common matters include fiduciary duty involving equity holder rights; valuation issues as well as transitions influenced by Estate and Gift Tax, liquidity, legacy, leverage and liability considerations.
Dr. Sheeler distills complex strategy, finance and operational issues and relevant facts into empirically supported opinions and guidance that is understandable to the layperson and applicable to company boards, founders, executives, trusted advisors and triers of fact in transfer, tax, and transactional matters. He is an authority on shareholder dispute and oppression as well as Trust and Estate and ESOP duty of care. Examples include how agreement provisions, asset allocation, debt and holding periods influence risk and investor concessions (“premiums and discounts”) on equity value.
Litigation Support - Dr. Sheeler has completed 1,200+ engagements and testified in over 175 disputes as an IRS/Court qualified expert in ADR, state and federal courts on matters ranging from fairness opinions to class actions in matters involving 7- to10-figures. He has authored and presented on over 300 occasions on issues ranging from valuation /appraisal best practices to developing probing interrogatories and deposition inquiries. He has served on various research, regulatory, advisory and academic boards and is considered a subject matter expert on Private Company Illiquidity / Lack of Marketability and Control Adjustments as well as Equity Value Enhancement (“EVE”).
Consultation - Dr. Sheeler is an authority on what internal and external factors aside from financial influence company value for advisors assisting founders and families with significant holdings.
Ideal Clients include:
Areas of Expertise:
|San Diego, CA Office|
11622 El Camino Real, Suite 100
San Diego, CA 92130
|Irvine, CA Office|
18100 Von Karman Ave., Suite 850
Irvine, CA 92612
Denver, CO Office
1515 Wynkoop St, Suite 360
Denver, CO 80202
New York, NY Office
1330 Avenue of the Americas, 23rd Floor
New York, NY 10019
Phoenix, AZ Office
4742 N 24th Street, Suite 300
Phoenix, AZ 85016
To have Dr. Sheeler present a workshop at your office, or present to your group or organization, contact:
James F. Davidson is an Avant Advisory partner and managing director. He is also a licensed Certified Public Accountant with Financial Forensic Specialization credentials (CFF, CFS, CrFa, and FCPA), and Chartered Global Management Accountant (CGMA). Mr. Davidson is a Certified Fraud Examiner (CFE), Certified Corporate Director, Certified Merger & Acquisition Advisor (CM&AA), Certified Turnaround Professional (CTP), and Certified Insolvency and Restructuring Advisor (CIRA).
Litigation Support - Mr. Davidson uses his expertise in issues of financial forensics, fraud, and corporate investigations, due diligence evaluations, litigation and dispute resolution, strategic planning, and corporate governance. His combined experience and professional qualifications fulfill the financial expert requirements defined by Sarbanes-Oxley, NYSE, and NASDAQ. With over 30 years of experience, Mr. Davidson has performed hundreds of forensic, fraud, and corporate investigations, due diligence evaluations, operational turnarounds and financial restructuring, for lenders, private equity firms, and attorneys under privilege.
Areas of Specialization:
Background - Mr. Davidson has served in executive positions at both public and private companies ranging from entrepreneurial to multi-billion dollar firms. After 10 years of accounting, auditing, and consulting for Big Four Certified Public Accounting firm PricewaterhouseCoopers, he spent over 10 years as a member of several boards of directors and in various financial and executive positions, including president and CEO, COO, CFO, secretary-treasurer, chief accounting officer, and corporate controller.
Other Services Include
Financial Adviser to the Government – structuring projects, evaluating bids, and negotiating detail Financial Adviser to the Consortium – assembling the bid, refining and optimising it, and acting as interface with funding markets Acting for the Banks and other Lenders - providing reassurance that the model on which they are lending is fit for purpose. Capital Markets: Reporting Accountants, Flotation e.g. advice on Financial Structuring, Accounting Systems and Policies, Share Option, Director / Employer Benefits, Audit and Taxation services Due Diligence: Historic Performance, Cash Flows, Assets and Liabilities, Forecasts, Working Capital Requirements, Financial Systems and Controls, Taxation Mergers and Acquisitions / Private Equity:Preparing / Maximise Value from Business Sales, Negotiate Terms and Raise Private Equity / Debt Finance to Support Management Buy Out or Buy In, Raising Private Equity / Debt Finance for Growth, Cash Out or Recapitalisation, etc. Valuations: Shares, Businesses, Options and Warrants, Various Derivatives, Brands and other Intellectual Property, Film and Media Rights,Income Producing Assets
|150 Allen Road, Suite 100|
Liberty Corner, NJ 07938
|8 Kate's Lane|
Boxford, MA 01921
Sameer Somal is the Co-Founder & Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. In May of 2017 he was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum. Sameer is an internationally recognized speaker, educator and entrepreneur.
2016 - 2018 speaking engagements include, but are not limited to:
• The US State Department’s Foreign Service Institute (McLean, VA)
• Women Economic Forum (Delhi, India)
• Dimensional Fund Advisors Conference (Chicago, IL)
• Mick Law Conference (Scottsdale, AZ)
• Legal Week 2018 (New York, NY)
• Betta Gamma Sigma Leadership Conference (Chicago, IL)
• Scotiabank Executive Strategy Retreat (Grand Cayman, Cayman Islands)
• The LavaCon Content Strategy Conference (Las Vegas, NV)
• Global Digital Marketing Summit
• The Securities & Exchange Board of India (Mumbai, India)
• Chartered Alternative Investment Analyst (CAIA) Association (Mumbai, India)
• National Institute of Securities Markets (NISM), CFAI, & City of London (Mumbai, India)
• CFA Society Texas
Sameer is passionate about helping clients improve profitability, build brand equity, and adapt to the Digital Revolution. He oversees technology planning, consulting engagements, and key client relationships.
• Blue Ocean Global Technology serves clients and agency partners in 40+ countries.
• We have completed 3000+ web development, portal, eCommerce, and software projects over the past 15 years.
• We are Online Reputation (ORM) Experts, which includes building a positive reputation and mitigating a negative reputation on google for an organization or person.
Blue Ocean Global Technology proactively builds stellar reputations. We create and promote digital assets that accelerate the growth of brand equity. We provide comprehensive reputation management services, which often includes search engine optimization (SEO), social media marketing (SMM), and web development. When an individual or organization faces crisis, legal or PR issues that reach the internet, we specialize in mitigating the impact of the defamatory content and repairing the negative reputation.
Blue Ocean Global Technology serves both clients directly and an exclusive group of PR, Law, Digital Marketing, and Web-Development agency partners.
Litigation Support - Sameer is a subject matter expert witness and frequent speaker on online reputation management, search engine optimization, digital marketing and the digital revolution. He helps clients build, monitor and repair their online reputation. Sameer also provide testimony in courts for client cases and expert consulting specific to the digital footprint of individuals, companies and governments. Blue Ocean Global Technology has completed over 3000+ SEO & Web Development projects. We serve clients globally.
Areas of Expertise - Search Engine Optimization • Online Reputation Management • Internet Defamation • Internet Consulting • Digital Marketing • Website Development • Online Review Management • Digital Reputation Repair
Rosemary Coates, President of Blue Silk Consulting, is a seasoned executive with an MBA and 25+ years of experience in Chinese Sourcing and Manufacturing, Supply Chain Management, Procurement, Manufacturing and ERP Systems Consulting. Background Experience - Prior to BSC, Ms. Coates was a Senior Director at SAP, the Supply Chain Practice Leader at KPMG Peat Marwick and at Answerthink, and a Regional Manager at Hewlett-Packard. Ms. Coates has consulted with global and domestic clients, VCs, and PE firms on operations systems and processes. She has considerable international experience and has worked for extended periods in Asia and Europe. Ms. Coates' experience spans a broad range of industries including High Technology, Software, Chemicals, Health Care, Consumer Products, Industrial Products, Food Distribution, Transportation, Publishing, Retail, and Oil and Gas. She has extensive knowledge and experience in manufacturing and outsourcing in Asia, Europe, and the US. She has written five Amazon.com books including Best Seller, 42 Rules for Sourcing and Manufacturing in China, and Legal Blacksmith: How to Avoid and Defend Supply Chain Disputes, and 42 Rules for Superior Field Service, and Negotiation Blueprint for Buyers, and The Reshoring Guidebook Ms. Coates is also the Executive Director of the Reshoring Institute and a member of the Board of Directors at the University of San Diego Supply Chain Management Institute. She teaches Global Supply Chain Strategy at UC Berkeley. She earned a BS in Business at Arizona State University and an MBA at the University of San Diego. She resides in Silicon Valley. Rosemary Coates: Supply Chain Management OverviewLitigation Support - As an Expert Witness, Ms. Coates has assisted attorneys in their understanding of relevant Supply Chain Operations and Practices in sourcing, logistics, distribution, manufacturing, inventory, and Chinese Imports. She has worked on legal cases for the past 10 years, writing reports, giving depositions, and testifying at trial. Case Opinions:
Areas of Expertise:
Dr. Stephen Castell, Chartered Information Systems Practitioner and Member of the Expert Witness Institute, is Chairman of CASTELL Consulting. He is an internationally acknowledged Independent Computer Expert who has been involved in a wide range of computer litigation over many years. CASTELL Consulting, currently in its twenty-fifth year, provides independent professional consultancy and expert services in Computer Systems, Software, Project Management, Strategy, and Contract Disputes, to a wide variety of international clients and companies. As an Expert Witness in computer litigation, Dr. Castell has acted in over 100 major cases including the largest and longest computer software actions to have come to trial in the English High Court. He is the author of the best-selling Computer Bluff (1983), and of The APPEAL Report (1990) on the admissibility of computer evidence in court and the 'legal reliability' of information systems and technologies (with the CCTA).
Contact us to discuss your case.
Personal Injury / Wrongful Death Economic Damages Commercial Damages / Business Interruption Claims Economic Damages in Employment Matters Employment Discrimination - Statistical Analysis Business Valuations / Appraisal