Financial models & valuation
Examine the data, assumptions, methodology and calculations behind a valuation or financial opinion. Assess how alternative assumptions change the conclusion.
Expert witness testimony
Financial analysis that stands up to scrutiny.
Expert consulting, reports and testimony on financial models, valuation and quantitative risk. Technical depth paired with an explanation a non-specialist can follow.
Discuss an engagementCredit, mortgages & derivatives
Analyze the economics of loan portfolios, mortgage assets, servicing rights, structured products and derivatives. Connect model mechanics to the underlying contracts and cash flows.
AI & automated decisions
Evaluate the role of models and agentic systems in a disputed financial process: what information they used, how decisions were reached, and what the evidence supports.
Reports & testimony
Prepare analytical reports, assess opposing analyses and explain technical findings in testimony. Engagements begin with a conflicts review and an assessment of subject-matter fit, scope and timing.
What you receive
A documented analytical record: sources, calculations, material assumptions, sensitivity analysis and conclusions explained in plain language.
Relevant financial experience.
Selected work from Adam’s prior roles and individual projects.
Structured finance
Modeling a mortgage securitization from collateral to tranche.
Cash-flow waterfalls, pro-forma statements and rating-methodology analysis for a rental-property mortgage securitization.
Read case study Credit portfolio valuationUnderwriting recoveries in distressed consumer debt.
Portfolio waterfall models and recovery analysis across charged-off consumer credit and other distressed receivables.
Read case studyDiscuss your engagement
Email Adam[email protected] · Opens your email application.