Mr. Smith has over 22 years of experience providing business, financial, and statistical advice to clients operating in a broad range of industries and service sectors. His experience includes providing financial analysis for financial restatements, business valuations, fairness opinions, solvency analyses, minority shareholder disputes, post-acquisition disputes, and lost profits matters. In the area of statistics, he has experience in statistical and econometric analyses in class action environmental litigation matters, electrical utility forecasting, employment and compensation studies, sampling plans, business interruptions, and lost profits matters.
While consulting for a Government Sponsored Enterprise (GSE) operating in the mortgage market, in connection with the investigation and analysis of embedded derivatives under FAS 133 and FAS 149, he has reviewed and analyzed single-family loans, property leases, equipment leases, mortgage-backed securities, real estate investment conduits, trust agreements, common and preferred stock, and servicing and selling agreements.
Additionally, he has been involved in engagements concerning bankruptcy preference payments, econometric forecasting, municipal finance, arbitrage rebate analysis, economic development and feasibility studies and tax abatement analysis.
Prior to his joining Alvarez & Marsal, Mr. Smith was a manager with PricewaterhouseCoopers and a senior manager with Grant Thornton.
Mr. Smith earned his bachelor’s degree in economics from the University of Northern Colorado and his master’s in business administration with a concentration in finance and a masters in statistics from Baylor University. He is a Certified Valuation Analyst with the National Association of Certified Valuation Analysts. He has testified in federal court.