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Global Leader

WWL Ranking: Recommended

WWL says

Jeffrey Katz never fails to deliver first-rate financial analysis and valuation when it comes to acquisitions and corporate disputes.

Biography

Mr Katz is a partner in the forensic investigations and litigation services practice at BDO USA, LLP. He has more than 30 years of experience providing forensic accounting and litigation consulting services to attorneys, businesses and individuals. Mr Katz analyses financial issues, prepares damage analyses, designs court exhibits, provides testimony and serves as a neutral arbitrator.
Mr Katz’s experience includes serving as a consultant and expert witness in lost profit matters including, but not limited to, the improper hiring of employees, breach of contract, business torts and employee disputes. An arbitrator and consultant in post-acquisition disputes, Mr Katz’s work includes the analysis of acquisition agreements, evaluation of claims for breaches of representations and warranties and the application of generally accepted accounting principles (GAAP). His other work involves forensic accounting analyses, investigation of allegations of fraud and business valuation.
A certified public accountant and a certified fraud examiner, Mr Katz has provided opinion testimony on numerous occasions, including before various federal courts, Delaware Court of Chancery, the American Arbitration Association and JAMS. He has served as the arbitrator in private arbitrations. Accredited in business valuation by the American Institute of Certified Public Accountants, Mr Katz has presented on valuation issues to professional societies, on fraud issues related to investigations at hedge fund conferences and to the United States Securities and Exchange Commission and law firms on minimising post-acquisition disputes. Mr Katz has also published articles on key issues within the post-acquisition dispute arena.

WWL Ranking: Recommended

WWL says

 Jeffrey M Katz is a transactional expert who is well regarded by peers for his work in investigations into broker-dealer fraud and stock options backdating.

Biography

Mr Katz is a partner in the forensic investigations and litigation services practice at BDO USA, LLP. He has more than 30 years of experience providing forensic accounting and litigation consulting services to attorneys, businesses and individuals. Mr Katz analyses financial issues, prepares damage analyses, designs court exhibits, provides testimony and serves as a neutral arbitrator.

Mr Katz’s experience includes serving as a consultant and expert witness in lost profit matters including, but not limited to, the improper hiring of employees, breach of contract, business torts and employee disputes. An arbitrator and consultant in post-acquisition disputes, Mr Katz’s work includes the analysis of acquisition agreements, evaluation of claims for breaches of representations and warranties and the application of generally accepted accounting principles (GAAP). His other work involves forensic accounting analyses, investigation of allegations of fraud and business valuation.

A certified public accountant and a certified fraud examiner, Mr Katz has provided opinion testimony on numerous occasions, including before various federal courts, the Delaware Court of Chancery, the American Arbitration Association and JAMS. He has served as the arbitrator in private arbitrations. Accredited in business valuation from the American Institute of Certified Public Accountants, Mr Katz has presented on valuation issues to professional societies, on fraud issues related to investigations at hedge fund conferences and to the United States Securities and Exchange Commission and law firms on minimising post-acquisition disputes. Mr Katz has also published articles on key issues within the post-acquisition dispute arena.

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