Overview
Selected Work
- Hard-to-value intangibles valuation: Established value of trademarks, technology, content and other transferred intellectual property.
- Intercompany loans: Established arm’s-length terms for loans among related parties.
- Transfer pricing analyses: Led numerous comprehensive transfer pricing economic and regulatory analyses involving intangibles and intellectual property valuation, R&D cost-sharing buy-ins, risk adjustments, statistical sampling and range adjustments, realistic alternative and transaction cost economics analyses, and economic downturn adjustments.
- US and International transfer pricing documentation: Conducted economic analyses to support clients’ related-party pricing.
- Valuation of loan portfolios: Determined the value of loan portfolios for corporate purposes including valuation of auto loan portfolios for a financing company and valuation of corporate loans transferred between entities.
- Valuation of automotive technology: Estimated value of automotive engine technology for large international automotive manufacturer.
- Global documentation benchmarking: Assisted global primary metal producer in establishing functional comparable groups and profitability targets in multiple regions.
- Global documentation benchmarking: Conducted global planning, documentation study for medical products multinational implementing cost sharing.
- State Transfer Pricing Studies: Conducted numerous state transfer pricing studies, identified functional and transactional comparable groups and profitability targets, and established arm's length values for brand, technology and know-how intangibles.
- Global documentation benchmarking: Conducted economic analysis in support of global documentation study for a leading primary metal producer, including support for master file and US local documentation local file.
- Global documentation benchmarking: Conducted global planning and documentation study for a leading US injectable-drug manufacturer.
- Pharmaceutical Industry Transfer Pricing Documentation: Conducted US documentation studies for several leading European branded pharmaceutical companies.
- Pharmaceutical Industry Transfer Pricing: On behalf of the world’s leading branded pharmaceutical trade association, conducted study of Japanese comparables.
- Pharmaceutical Industry Transfer Pricing: Conducted US documentation study for world's largest producer of antibiotics.