Investment Banking Expert Witness Services

~ Throughout the United States ~

Anna Halloran Jacob has over 25 years of experience in investment banking, private equity, structured finance, and corporate development. She has worked on assignments in almost every aspect of investment banking and private equity, including mergers and acquisitions, recapitalizations, fairness opinions, public and private equity and debt offerings, private placements, and structured debt and equity. She has worked on over 50 transactions, totaling over $5 billion, ranging from $10 million to over $1 billion.

Areas of Expertise:

  • Mergers & Acquisitions.
  • Leveraged Buyouts and Recapitalizations.
  • Fairness Opinions and Fairness Issues.
  • Financing of Debt and Equity (both public and private, including IPOs and structured financings)
  • Opining as to capital market conditions and their implications for companies during various points of the business cycle.
  • Understanding and evaluating the significance of the metrics employed by financiers (including debt ratios, IRR’s, EBITDA multiples, covenants) and their relevance to the matter under consideration.
  • Private Equity and Structured Finance.
  • Valuations.
  • Due Diligence and Disclosure Issues.