• Tanglewood Hills Condominium Association v. Tanglewood Associates LLC et al (Clackamas County Circuit Court, Case No. CV05100865): Testifying expert for defense counsel in lawsuit by HOA alleging fraudulent conveyance, negligence and breach of contract. Evaluated financial statements and transactions. Analyzed claims and provided support for trial preparation. Result: Settlement.
  • The Association of Unit Owners of Washing Park Condominiums v. Park West Associates, LLC, et. al. (Multnomah County Circuit Court, Case No. 0702-01228): Testifying expert for defense counsel in lawsuit by HOA alleging negligence and breach of contract. Evaluated financial statements and transactions. Analyzed claims and provided support for trial preparation. Result: Settlement.
  • (Undisclosed Homeowner Association v. Contractor): Consulting expert for defendant in lawsuit filed by HOA alleging $5 million in damages for negligence and breach of contract. Assisted defendant in preparing defense strategy and identified causation issues, prepared requests for production, provided information necessary for depositions of plaintiff, recommended strategy for mediation purposes. Result: Settlement – $16,000
  • 12W RPO, LLC et al v. Victaulic Company (Oregon District Court – Portland Division, Case No. 3: 15-cv-0 14 1 1-MO): Testifying expert for plaintiff counsel in a case involving lost profits sustained by plaintiff due to allegations of construction plumbing product defects occurring in a large apartment building (skyscraper) located in Portland, OR. Reviewed historical financial statements, rent rolls, market information, deposition and other data to calculate damages in support of amounts represented by plaintiff, prepared multiple rebuttal expert reports in connection with defense counsel expert reports rebutting plaintiff damages calculations, provided independent lost profits calculations and deposition, prepared analysis in support of multiple Motions filed against plaintiff, prepared mediation and trial exhibits. Result: Settlement.
  • Ventana Partners v. Chicago Title, Inc. (Multnomah County Circuit Court, Case No. 0805-07701): Testifying expert for defendant in lawsuit filed by developer / builder alleging breach of contract for title issues, including damages. Assisted defendant in preparing defense strategy, identified causation issues, prepared requests for production, analyzed lost profits claims, prepared timeline of alleged losses, calculated actual potential damages, identified additional 3rd party defendants, provided information necessary for depositions, and prepared exhibits for mediation or trial. Result: Settlement.
  • New National, LLC v. Reliance Construction Company et al. (Circuit Court of the Eleventh Judicial Circuit in and for Miami Dade County, Florida, Case No. 2015-00612-CA-01): Testifying and joint defense counsel expert for multiple architects and engineering professionals in a case involving alleged construction negligence occurring in a large renovation of a Miami Beach hotel. Reviewed historical financial statements, occupancy and STR data, and deposition transcripts, prepared rebuttal report of plaintiff expert damages report demonstrating lack of “reasonable certainty” in plaintiff calculations, assisted defense counsel in numerous court motions, identified specific discovery items not previously requested, prepared analysis for motion to compel production of the newly identified information that provided significant value for defendants once received, provided deposition, mediation and trial exhibits. Result: Settlement.