Intellectual Property Licensing Expert Witnesses: 19

Keith Mallinson has more than 25 years of experience in the Telecommunications Industry: as a research analyst, consultant, and testifying expert witness. Complementing his industry focus, he has a broad skill set including technologies, market analysis, regulation, economics, and finance.

Background Information - Prior to founding WiseHarbor in 2006, Mallinson led Yankee Group's global Wireless/Mobile research and consulting team as Executive Vice President, based in Boston, from 2000. Until then, he had overall responsibility for the firm's European division, as Managing Director from 1995. Prior to that he was the European Research Director. Keith Mallinson started his career in military communications design, project management and commercial systems engineering at the UK Ministry of Defence. He also worked as an engineer at an electronic security systems company. For several years he was a director at a seed capital investment firm specializing in ICT and biotechnology. He has an undergraduate electronic engineering degree from London University's Imperial College and an MBA from the London Business School, including an academic exchange with Northwestern University's Kellogg Graduate School of Management in Illinois. Mr. Mallinson has published numerous articles and speaks publicly at major industry events on a wide variety of topics including next-generation mobile network technologies, broadband wireless, fixed-mobile convergence and substitution, handset semiconductor technologies, intellectual property patents and licensing, emerging markets in developing nations, mobile search, and advertising. 

Litigation Support - Having published research on a wide variety of commercial, technical, and regulatory matters, Keith Mallinson applies his skills in market and competitive analysis, advocacy, and expert testimony. He couples sector knowledge with financial and economic analysis to derive valuations or estimate litigation damages. His skills span Telecommunication Industry Analysis and Patent Licensing. Mr. Mallinson's services are available to attorneys representing both plaintiff and defendant. 

Areas of Expertise:

View Keith Mallinson's Consulting Profile.

William (Ned) McLeod, Esq., has been a party to many Licensing Arrangements as an attorney specializing in Intellectual Property in the Entertainment Industry (“IP”), both on the licensor and the licensee side of the table, in different matters from hard media historical archives to blockchain based creations, and, as a non-attorney producer, both as owner / licensor and, alternately, as user / licensee.

As an entertainment attorney for more than 30 years, Mr. McLeod has personally negotiated hundreds of licenses, and reviewed and evaluated hundreds more. He has studied or taught over 400 hours of Continuing Legal education courses, from historical copyright status analysis to blockchain mechanisms, dissecting project content as different as movie scripts and royalty contracts. Mr. McLeod has designed a college course curriculum for international university students entering the resort and theme park entertainment fields. His handling of licenses have covered a broad scope of venues and clientele, including:

The Rockefeller Center (NYC), the Chicago Museum of Science and Industry and The Navy Pier (IL), the Fort Worth Museum of Science and History (TX, with 8 associated museums), Graceland (TN), Niagara Falls (NY), The Smithsonian, the Kennedy Space Center (FL), Port of Los Angeles (CA), National Harbor (DC), Leadership Conference of Women Religious (“Catholic Sisters,” MD), the Tupperware Center (FL), Gatorland (FL), the Orlando Ballet (FL), Bob Ross (painter), Cousteau family ventures, 7 years of the Walt Disney World Christmas Day Parade (live and televised), and others.

Areas of Expertise:

Litigation Support - In Ned McLeod's 40 year capacity as producer, consultant, or attorney, he has negotiated, constructed, analyzed, attacked, or defended hundreds of business entertainment contracts, licenses, and litigation claims; and served as either consultant or expert witness on such matters.

As counsel (or, on occasion for a personal project, as producer), Mr. McLeod has obtained and operated licenses regarding Content, Properties, Brands, Venues, Likeness, Life Story, etc.) from Universal Music, Walt Disney Company, Hebrew University of Jerusalem, SONY, the Getty Images, Warner Bros. Music, TED Talks, Discovery Channel, ABC News, The Cousteau Society, Ford Motor Company, the Marjorie Kinnan Rawlings Collection, National Geographic, Jerry Lewis Films, The Beach Boys, Irving Berlin Music, Estate of Marvin Hamlisch, Richard Petty, Random House Books, Simon and Schuster, HarperCollins, the United States Air Force, NASA, Estate of Yuri Gagarin, Arkham House Books, and others.

Mr. McLeod has been the expert consultant and reviewer for licensing documents litigated against major industry icons SONY Pictures, Warner Bros. Pictures, National Enquirer, Mad Magazine, and others involving the review of thousands of pages of licenses from domestic and international records. In songs alone, Mr. McLeod has licensed hundreds regarding films, musicals, and film clips.  

View Ned McLeod's Consulting Profile.

Mr. Blum, CPA, CFE, CPEA, CFF has over 30 years of professional experience as a forensic accounting testifying expert in damages, intellectual property, reasonable royalties & royalty audits. Mr. Blum is a leading licensing contract terms expert. He was 2017 California CPA of the Year & 2012 Certified Fraud Examiner of the Year. 

Leader in intellectual property, royalties, patents, trademarks, copyrights, DMCA, breach of contract, unjust enrichment, lost profits, & royalty audits.  Industries include: toys, pharmaceuticals, software, medical devices, media & entertainment, energy, music, film, apparel & consumer products. Chief Audit Officer at Beats, Big 4 Partner, Fortune 50 companies Occidental Petroleum, Unocal, and Disney. While at Ernst & Young, led fraud and royalty auditing. Vice Chair (2016-2017) Board of Regents of the 80,000 member Association of Certified Fraud Examiners. Has lead more than 1,500 forensic accounting investigations. 

Complex Economic Litigations and Intellectual Property Expert Witness - As an Economic Damages expert witness, Mr. Blum has worked on matters from simple to several billion dollars complex litigations. He has been retained as an expert witness for more than 100 matters. Most retentions have required a Federal report.  Mr. Blum is a Certified Fraud Examiner, Certified Professional Environmental Auditor, and Certified in Financial Forensics by the AICPA. His damage calculations have consistently been accepted over other experts.  His reports are noted as best examples by judges. Broad range of clients for leading law firms. Representative clients: Amgen, Microsoft, Disney, Dolby, Sony, Paramount Pictures, Mattel, GM, Sears, IGT, IMG, Tessera, Philips, Diageo, Harley-Davidson, DKNY, Chrysler, Ross, Steven Spielberg, Tom Hanks, Shark Tank, WWE, Warner Bros., McDonalds, SAG, DGA, WGA, Conor McGregor, UMB Bank, Bank of America, Everlast, etc.

Areas of Expertise:

View Sidney Blum's Consulting Profile.

Attorney, Antonio R. Sarabia II, has 30 years of experience in Consumer Licensing matters (revenue, standards, performance, and breaches), Trademarks, Copyrights, and issues occurring in the Apparel Industry. 

Background Experience - Mr. Sarabia is intimately familiar with the business problems and legal issues fashion companies may face. At the beginning of his apparel industry experience, Mr. Sarabia spent nine years as part of the senior management of Guess?, whose sales grew 400% during a single year. Over the course of his time there, the company transformed from a fad into a mainstay fashion company. Since leaving Guess?, Mr. Sarabia has advised various other apparel companies, from publicly-held companies to fast-growing companies like Earl Jean, to smaller start-up companies. .

Litigation Support - Mr. Sarabia is available to serve as an expert witness, whether through testifying, identifying important or relevant issues, or suggesting discovery in his areas of expertise. His services are available to attorneys for plaintiff and defendant.

Areas of Expertise:

• Licensing: revenue projections, forecasts, standards, performance, breach, selection of licensees, damages
• Intellectual Property: analysis, due diligence, investigations;
• Copyrights:  substantial similarity, originality
• Trademarks: secondary meaning, infringement, dilution, searches, investigations, due diligence, theft, trade dress, counterfeiting, rebuttal on damages
• Apparel Business: contracts, manufacturing (local, abroad), import, export, sales, distribution, apparel copyrights, substantial similarity of apparel lines, theft and protection of designs, rebuttal on damages
• Design Patents: defenses based on lack on originality, identify and analyze obviousness and prior art
• Attorney Malpractice: standards of practice for apparel business lawyers, intellectual property lawyers, and licensing lawyers

Summary

Mr. Pflaum is the Director of Complex Software Litigation at Quandary Peak Research where he leads teams of experts in a variety of intellectual property, contract, fraud, and computer forensics cases. Since 2013, Mr. Pflaum has specialized in advising clients on software-related intellectual property, software project failure, and contract disputes. Mr. Pflaum has testified as an expert at deposition and trial and has extensive experience reviewing and reverse engineering software source code, architecture, and designs. Mr. Pflaum has reviewed and rendered opinions relating to source code written in a variety of programming languages and relating to a broad range of technologies, including mobile and IoT devices, industrial and automotive controls, consumer and medical devices, and e-commerce and enterprise systems and websites. Mr. Pflaum is also an attorney and registered patent agent with professional experience in financial services and software development.

Software Review Experience (Languages)

C/C++/C#, Obj-C (iOS), Swift,  SQL, Java, Kotlin, VB.Net, COBOL, JS, TS, PHP, Python, GoLang, Ruby, CodeSys, MatLab, Fortran, VHDL, Assembly, TEAL 

Software Review Experience (Industries)

•    Software project failure (Government software procurement, public benefits administration, Out of the Box (OOTB), Commercial Off The Shelf (COTS), customizations, configurations, add-ons and extensions to ERP, SAP, and IBM products)

•    E-commerce and enterprise systems and websites (e.g., SaaS, COTS, OOTB and custom applications, AWS, Azure, IBM, and SAP)

•    Mobile devices (e.g., applications and operating systems for Android and iOS smartphones and tablets), Internet of Things (IoT) devices and sensor networks, and consumer electronics (e.g., set-top boxes and portable media players)

•    Industrial and automotive controls and machine vision (e.g., robotics and factory automation technologies, automotive throttle, braking controls, communication systems, CAN bus communications protocols and designs, and functional safety technology), and on-Chip and on-board controllers including power management and memory access controllers

•    FinTech (e.g., loan underwriting, insurance and benefits administration, consumer credit reporting, cryptographic protocols, cryptocurrencies, smart contracts and peer-to-peer messaging systems)

•    Medical and analytical devices and electronic medical record databases

Nevium’s experts are trial-tested IP custom & practice damages experts who take a hands-on approach with all their IP litigation assignments. Whether you are in need of an expert to calculate economic damages as lost profits / unjust enrichment, give an opinion on specific business clauses in a license agreement or to leverage Internet and Social Media analytics to prove or disapprove infringement, Nevium has the experience and expertise. 

Litigation Support:Nevium works closely with C-Level executives, in-house and outside counsel to implement the best possible business strategy that intertwines with the legal strategy. Nevium is part of the team early on in the litigation process assisting with discovery requests and deposition questions. Nevium’s experience and expertise allows the managing attorney to focus on the legal issues knowing that Nevium is proactively taking care of the business side of the case. As experienced Intellectual Property Consultants, they have real-word, hands on IP management, monetization and valuation experience that plays out well in front of a judge and jury. Nevium professionals provide IP expert witness testimony related to economic damages in a range of lost profits, unjust enrichment, relief from royalty, reasonable royalty, relief from pay per click, corrective advertising and IP valuation. They author reports and provide testimony for federal and state court claims, arbitration, and mediation related to false endorsement, defamation, infringement and unfair competition. 

Litigation Expertise

Areas of Analyses Expertise

Past Law Firm Clients

Doug Bania, CLP, Founding Principal
Doug Bania is a founding principal of Nevium Intellectual Property Consultants.  Nevium is an intellectual property consulting firm specializing in developing IP strategies, IP valuation and monetization of IP as well as providing expert testimony related to IP damages and licensing customs and practices. He has been the named expert for over 75 cases, deposed 20 times and has provided trial testimony 5 times.

Mr. Bania is a Certified Licensing Professional (CLP), a Google Analytics Certified Individual (GAIQ) and is a past committee member (2016 - 2019) for the International Trademark Association (INTA) Internet Committee and the ICANN Compliance and Domain Name Industry Subcommittee, a current member of the INTA Right of Publicity Committee and the American Bar Association (ABA), Copyright & Social Media Committee.

Mr. Bania specializes in analyses for copyright, trade dress, trade secrets and trademark infringement, publicity rights, social media and Internet infringement, defamation, marketing strategy analyses, royalty rate determinations and other intangible assets. Mr. Bania also provides valuation and monetization strategies for trademarks, trade secrets, publicity rights, domain names, Internet and social media assets, brands, copyrights and other intangible assets for financial reporting, bankruptcy and transactional due diligence.

View Nevium's Consulting Profile.

Lloyd Marks, MD, MBA, FACC, is an MIT trained Electrical Engineer, Johns Hopkins trained Pediatric Cardiologist, and Inventor. Always active in both medicine and medical engineering, Dr. Marks has been granted 22 Medical Device Patents. He currently gives advice to academic institutions, investors, and corporations regarding the commercialization of medical technology.

Background Experience - Dr. Marks was in academic medicine for 15 years, as the Director of the Cardiac Cath Lab at St. Christopher's Hospital for Children and the Division Chief of Pediatric Cardiology at the Children's Hospital of New Jersey. He was then in private practice for 18 years. In 1997 he opened his clinical practice, specializing in Pediatric and Adult Congenital Heart Disease, where he provided clinical evaluation, electrocardiography, echocardiography, stress testing, Holter/event monitoring, diagnostic cardiac catheterization, and interventional cardiac catheterization.

After closing his clinical practice in 2015, Dr. Marks went to business school and obtained an MBA from the Haslam School of Business, University of Tennessee. While there, he wrote a business plan with financial projections for his startup company, MGI Medical, LLC, commercializing a non-invasive patient monitor for the detection of post-operative bleeding. Dr. Marks has successfully licensed 9 of his inventions to industry and assigned 8 to MGI.

Litigation Support - With his unique background in the field of medical device commercialization, Dr. Marks has been involved in protracted Patent Infringement litigation with a successful outcome. He is adept at explaining to a jury in lay terms complex medical technology and terminology, ranging from MRI readings to the difference between "clinical" and "statistical" significance. Dr. Marks' cases include all matters pertaining to:

• Pediatric Cardiology Medical Malpractice
• Medical Devices Standard of Care
• Intellectual Property Protection
• Invention Commercialization

Areas of Expertise:

View Dr. Lloyd Marks' Consulting Profile.

William R. Legier is a Certified Public Accountant, Certified Fraud Examiner, and Certified in Financial Forensics. With over 51 years in business, he has extensive forensic accounting and complex commercial litigation experience.

Mr. Legier is a former senior accountant for Arthur Andersen & Company, international CPA firm, and a former chief financial and operating officer for a $100 million diversified corporation. He currently lectures on accounting, finance, tax, business and business information technology, management control systems, business valuation, fraud, and forensic accounting to groups sponsored by RCA, IBM, Louisiana State University, Tulane University, A. B. Freeman School of Business, University of New Orleans, and other leading companies and institutions

Litigation Support - Mr. Legier's expert witness services include the forensic analysis and explanation of complex financial transactions with the use of advanced automated graphic design and display techniques. He provides testimony in Federal and State Courts throughout the US for leading national law firms and Fortune 100/500 companies in areas including:

Meyer R. Rosen, FRSC, FAIC, CPC, CChE, is a leading creative consultant for the Legal Profession, Specialty Chemical / Personal Care Industries. He is Founder & President of Interactive Consulting, Inc. (www.chemicalconsult.com). 

Meyer is a Forensic Litigation expert for both plaintiff and defense in hazardous chemicals, products liability, personal injury, fires and explosions, intellectual property and trade secret cases. He also provides Technical Marketing, New Business Development, Technical Consulting and Professional Editing services internationally to the Specialty Chemical, Personal Care, Cosmetic, Pharmaceutical, Medical Device, and Allied Industries. 

Meyer also has 15 years experience as a Professor of Fire Technology at Westchester Community College. Mr. Rosen is Editor- in- Chief of Harry’s Cosmeticology, 9th Ed. A 2,600 page trilogy on all aspects of the cosmetic industry (www.harryscosmeticology.com)’ as well as being Editor-in-Chief Emeritus for EuroCosmetics magazine (Germany). 

Technology Expertise (Intellectual Property/Chemical Industry): Mr. Rosen provides consultation and litigation support in patent infringement, trade secret issues and licensing matters. His scientific areas of expertise include, but are not limited to:

• Organosilicones: Surfactants, Emulsions, Foams, Antifoams, Silane Coupling Agents
• Water Soluble Polymers, Poly(ethylene oxide), Polyethylene Glycol, and Poly (acrylamide) and Water Insoluble Polymers
• Colloid and Surface Chemistry: Stability of Dispersions, Wetting & Spreading Phenomena, Suspensions & Emulsions, Clays, Paint & Coatings, Personal Care, Cosmetics
• Flocculating and Coagulating Agents
• Applied Rheology, Rheology Modification of Aqueous & Non-Aqueous Media

Certifications:

• Chartered Chemist and Fellow: Royal Society of Chemistry – London
• Nationally Certified Professional Chemist and Professional Chemical Engineer
• Fire and Explosion Expert (Advanced Training)
• Fellow: American College of Forensic Examiners
• Fellow: American Institute of Chemists
• Diplomate: American Board of Forensic Examiners
• Diplomate: American Board of Forensic Engineering and Technology

View Meyer Rosen's Consulting Profile.

Timothy P. Harrigan, ScD, MBA, PE, is a Mechanics / Biomechanics and Modelling and Simulation Engineer with over 35 years of experience. He has spent 15 years in Orthopedic departments and the rest of his career in Biomedical Engineering. Dr. Harrigan has done accident reconstruction through analytical and computational models, and extensively used FEA, CFD and, Fluid-structure models.

Litigation Support - Dr. Harrigan has strong analytical skills and qualifications for both the biomechanical issues and the interacting mechanical and electrical environments. He works on both Design and Manufacturing Defects in Medical Devices, including total joint replacements, IV tubing, insulin pumps, IV fertilization, and heart valves. With 3 US Patents, and having passed the patent bar, Dr. Harrigan works effectively with IP professionals on expert reports Injury Biomechanics and Intellectual Property. 

Dr. Harrigan investigates injury and accident scenes to gather relevant data and develop quantitative models for impact injury, blast effects, vehicle collisions, industrial accidents, and premises injury. He develops situation models, accident scene models and device models, and evaluates the strengths and weaknesses of inferences from those working models. He's been Daubert/Robinson challenged but never excluded.

Selected Cases - August 2009 to Present:

• Investigated and testified on biomechanics in consumer product liability suit based on Chinese-made inflatable pool slide; won $20M verdict in Massachusetts. (Aleo v Toys-R-Us)
• Investigated and testified on biomechanics in consumer product liability suit based on Chinese-made inflatable pool slide; won $4M verdict in Missouri. (Grantham v Wal-mart)
• Investigated and testified on biomechanical factors in injury, including product, premises, and transportation litigation
• Provided expert testimony, developed finite element models, and made pressure measurements on bicycle seats in support of $3+M patent infringement claims in the U.S., Italy, and China
• Provided court testimony, deposition testimony, and reports in Patent infringement and validity actions including Inter-partes reviews. (IPR)

Certifications:

• Registered Professional Engineer, State of Texas #86769
• Registered Patent Agent, US Patent and Trademark Office, Registration #51,784

Dr. Gerald M. Goldhaber is President & CEO of Goldhaber Research Associates, LLC. Over the past 42 years, he has emerged as one of the nation's leading safety warning communication experts. Dr. Goldhaber has been retained in over 200 lawsuits dealing with the issue of warnings and has written numerous research articles on the subject of effective warning labels. His clients include over 100 of the top 500 corporations in the U.S. and 50 of the top 100 law firms and government agencies including the FDA, CPSC, and the DOD.  He has designed, developed and defended warning labels for International Playtex, Owens Corning Fiberglas, Dr. Pepper Seven Up, Rheem, Otis Elevator, Daikin USA, S. C. Johnson, and the ATV Industry.

Dr. Goldhaber has written and edited 10 books on the topic of communication.  His 11th book, MURDER INC.: How Unregulated Industry Kills or Injures Thousands of Americans Every Year...and What You Can Do About It is now in print.  For the past 11 years, he has published the Goldhaber Warnings Report, which reaches over 10,000 litigators nationwide.  He has served as an analyst for numerous radio and television shows, most recently CNN Tonight. He has been selected as a member of Who's Who in America and Who's Who in the World.

Areas of Expertise: 

Product Liability and Personal Injury

Warning Label Research

Warnings and Safety Communications

Donald A. Jasko, Chief Executive Officer of Digital Economics, is an attorney by training. He has for many years focused his energies on the Economic, Technological, and Legal issues involved in the Publishing and Licensing of Creative Content.

Mr. Jasko served in various management positions at the American Society of Composers, Authors and Publishers (ASCAP), in which he was instrumental in transforming the process by which performance rights in musical compositions are licensed for television broadcast. He was a key participant in the complex music industry negotiations that culminated in the new "per program" license, as well as the development of the process by which music performance and pricing data are exchanged electronically between television broadcasters and performing rights organizations.

After a 16-year career with ASCAP, Mr. Jasko resigned from ASCAP to found Digital Economics. He then became a major catalyst in the merger of Solana Technology Development Corporation with Aris Technologies, creating Verance Corporation. He joined Verance with key product development, business affairs, marketing and sales responsibilities. He also played a key role in forging international joint ventures.

After nearly two years of service in Verance management, Mr. Jasko returned to the leadership of Digital Economics. As Chief Executive Officer, he provides publishing administration, license administration and product development services to Digital Economics' clients.

Litigation Support - Mr. Jasko serves as a strategist and expert witness in litigation involving best practices in publishing and licensing administration, and the monetization of creative content, catalog valuation, and technology strategy and implementation as they relate to content metadata and content identification.

Areas of Expertise:

• Publishing and licensing creative content, including musical compositions, master recordings, digital sound recordings, photography and art;
• Monetizing public performances of musical compositions and digital sound recordings, and the creative content of writers, directors, actors, and musicians;
• Developing, deploying and monetizing databases of content metadata associated with programming, advertising and editorial;
• Using ratings data to monetize programming, advertising, and the creative content incorporated therein.; and
• Developing, deploying and using digital fingerprint and watermark technologies to monetize public performances of programming, advertising, and the creative content incorporated therein.

View Digital Economics' Consulting Profile.

Sam Malek is currently a Software Engineering Professor in the Informatics Department within the School of Information and Computer Sciences at the University of California, Irvine. He has over 20 years of experience in academia and industry. 

Prior to his academic appointment, Prof. Malek worked for several years as a Software Engineer, Software Architect, and Programmer at a variety of companies, including the Boeing Company and PricewaterhouseCoopers Consulting.

Results of Prof. Malek's research have appeared in more than 120 manuscripts, which have been published in peer-reviewed scientific conferences and journals. These publications have been cited more than 9,000 times according to Google Scholar. Prof. Malek has received numerous awards for his scientific contributions to the field of computer science, including the ACM SIGSOFT test-of-time award (2020) and the National Science Foundation CAREER award (2013). 

Litigation Support - In his capacity as an expert witness in more than 40 cases, Prof. Malek has come across and testified about a broad range of Software Technologies and Intellectual Property, including Patent Infringement, Trade Secret, Copyright, Breach of Contract, False Claims Act, Software-related Criminal Activity, and Software-related Personal Injury.

Prof. Malek has offered testimony at trial, deposition, and arbitration on more than 30 occasions. He has drafted validity, invalidity, infringement, and non-infrignement reports, and also has extensive experience with breach of contract disputes, often involving software development projects. Prof. Malek has testified in high-stakes jury trials in various US district courts and has submitted declarations and offered deposition testimony to the Patent Trial and Appeal Board (PTAB) in the Inter Partes Review (IPR) of patents.  At trial, he draws on his teaching skills as an instructor to breakdown complex technical concepts in ways that can be explained to non-technical jurors.

Areas of Expertise:

Carlo Scevola & Partners is an International Fiduciary Company headquartered in Geneva, Switzerland, with branches in six continents. We specialize in International Planning, Strategic Consulting and Wealth Management. Our clients trust us for everything from setting up an Offshore Company to Mergers and Acquisitions to Business Finance and Asset Protection. 

CS&P’s customer-centric methodology ensures that each client gets a custom-tailored solution which addresses that business’ individual objectives and requirements. Our team has expertise in every functional category and every important geography. From finance to operations to human resources to marketing – from the Americas to Europe to Africa, Asia and Oceania – CS&P can bring together experienced executives who know how to advise you and will make your enterprise a success. All this while always protecting your privacy. 

Services Offered: Business and Strategic Consulting

• S.W.O.T. Analysis
• Pre-investment Feasibility Studies / Competitive Background Assessments
• Business Plan Research, Writing and Production
• Strategy Definition / Implementation
• Reworking of Operating Processes for International Suitability
• Industrial Partnership Scouting / Matching
• Tailor Business Model to Market Environment, Jurisdiction and Local Authorities Requirements 

Corporate Finance:

• Mergers, Acquisitions and CessionsCommercial Due Diligence or Investment / Financial Appraisals
• Company Reorganization and Restructuring
• Financial Feasibility Plans for Industrial Expansion
• Scouting / Recruiting Highly Qualified Financial Management
• Exit Strategies in the event of Buy-outs, Buy-ins, Spin-offs or MBOs, MBIs and LBOs
• Listing on Stock Exchanges 

Offshore Consulting:

1. International Tax Planning
2. Corporate Structuring, Maintenance and Trusts
3. International Contracts Law
4. Jurisdictions
5. Residency and Citizenship
6. International Banking
7. Logistic Support
8. Government Licenses
9. Aircrafts and Vessels
10. Intellectual Property 

CS&P Operates In More Than 80 Countries Around The World.

Rob Wallace has unique expertise in Trademark, Trade Dress, Copyright, Brand Identity and Package Design Infringement. For 35+ years, Rob ran one of the nation's top Brand Identity Strategy and Package Design Resources providing global branding expertise to Fortune 500 companies in virtually all CPG categories. His clients include P&G, Nestle, Pepsico, Unilever, Kraft, Colgate, The Home Depot, Brown-Foreman, Novartis, J&J and more than 50 market leading companies. Manhattan-based, Rob has been an expert witness for important litigation involving:

• Likelihood of Consumer Confusion
• Secondary Meaning
• Brand Valuation & Dilution
• Package Graphic/Structural Design
• Product Design
• Branding Industry Best Practices
• False/ Deceptive Advertising
• Corrective Advertising
• and all brand related issues.

Rob has commissioned literally hundreds of consumer surveys and is uniquely qualified to determine the results of all research. He has worked for attorneys on both the plaintiff and defense sides of his cases. He is effective and efficient with the average project report requiring between 10 and 12 hours.