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Retained in the matter of Financial Security Assurance (FSA) vs. Loan Servicing Enterprise (LSE) as testifying and consulting experts on behalf of LSE, a servicer of subprime automobile loans. Submitted multiple expert reports supported by deposition testimony. Provided extensive industry analysis, an affirmative assessment of the credit quality and expectation of performance of the loan portfolio, and a rebuttal response to the plaintiffs’ expert reports. Our efforts served as a basis for submitting motion for partial summary judgment that would dismiss the bulk of the case in favor of the client.

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Managed product development, marketing, and analysis for both prime and subprime markets in credit cards and installment loans for a top-five issuer of credit cards. Responsible for multi-million-piece direct mail solicitations, creation and implementation of net present value (NPV), lifetime customer value, and return on investment (ROI) analyses, and for evaluating the success of marketing efforts by connecting test results to economic value creation. Analyses led to valuation and forecasting models being integrated into the results of predictive models to assist in optimizing product choices.

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Helped pioneer a financial services company’s first acquisition and integration, which resulted in several-fold return on investment. Constructed valuation and negotiation strategy for acquisition of privately held consumer finance company and identified key areas of synergy. Analyzed auto finance industry profitability by connecting Financial Accounting Standards Board (FASB) profit and loss (P&L) statements with true underlying cash economic returns. The acquisition has established the company as a leading and highly innovative lender in its industry.

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