• Securities Fraud and Misrepresentation
  • Transactional Fairness
  • Business Valuations
  • Damages Calculations
  • Intellectual Property Misapproptiation
  • Cost of Money/Risk Premiums
  • Control Premiums
  • Minority Discounts
  • Business Financing
  • Corporate Director Fiduciary Responsibilities
  • The Business Judgment Rule
  • Corporate Governance
  • Documentation preparation and testimony in an anti-trust case with calculated damages of $2 billion (hired by Max Blecher former Director of the Antitrust Division, U.S. Department of Justice). AUT v. Boeing, General Electric, Rolls Royce
  • Testified as Cost of Money expert in Federal Bankruptcy Court in Denver, CO in the liquidation of the Schwinn Bicycle Company
  • Litigation support in breach of Reps & Warranties case in Orange County California
  • Document preparation and testimony in jury trial involving misappropriation of Intellectual Property
  • Pre-litigation consultation in expropriation of IP case that settled before trial
  • Engagements involving the valuation of privately held businesses including one case brought against a $2 billion investment fund in New York City (Warburg Pincus).
  • Defense representation in a class action suit with claimed damages of $850 million
  • Defense representation in a $15 million claim for damages for corporate defamation culminating in a 3 ½ week jury trial
  • Defense representation in a criminal case in Federal Court in Boston, MA involving Federal securities, wire transfer and mail fraud
  • Defense representation in Federal Court in Salt Lake City alleging conspiracy – both defendants were acquitted at the end of a one month trial
  • Plaintiff representation in a breach of contract and circumvention case in Dallas, TX resulting in a complete award for compensatory damages and an additional $1 million in punitive damages
  • Defense representation in a criminal case in Federal Court in New Jersey alleging conspiracy, fraud and misrepresentation
  • Defense representation in a securities fraud action arising out of a $675 million IPO. Atlas Master Fund, Ltd. et al v. TerraForma Global, Inc. et al. Case settled prior to trial.
  • White collar criminal case. U.S. v Gillar. Scheduled to go to trial in New Jersey September 21, 2020.
  • BA University of Wisconsin
  • MA International Economics, American University, Wash., DC
  • JD Washington College of Law
  • District of Columbia Bar
  • U.S. Supreme Court Bar
  • Securities Licenses

    • Series 7, Registered Representative
    • Series 24, General Principal
    • Series 27, Financial Operations Principal
    • Series 63, Multi-State
    • Series 79, Investment Banking

  • Current or past member of 10 corporate Boards of Directors and the National Association of Corporate Directors

For further information and / or a personal consultation contact Jim at 949-433-2599 or at jwatts@pacificsummit.com.