Operator-led financial litigation support — built for earn-out disputes, post-close adjustments, breach-of-covenant claims and "ordinary course" arguments where the question is really "what would this business have produced if it had been run normally?" Counterfactual revenue and profit models, expert memos and affidavits, and a senior partner who has actually run the type of business being modelled.
Litigation Support is rarely one job. Engagements typically braid two or three sub-offers, led by the partner with the most relevant operating experience.
Seller-side or buyer-side. Quantify lost earn-out payments where the acquirer breached ordinary-course covenants — cut the marketing budget, redirected demand, consolidated brand funds, changed channel mix — or defend against the same claim coming the other way.
A defensible model of how the business would have performed under normal operating conditions, anchored in actual marketing-spend history, channel economics and category benchmarks. Built by an operator, not a forensic accountant.
Plain-English written work product that holds up in arbitration or trial. Numbers, methodology, assumptions and sensitivity ranges, sworn where required.
A defensible band — best case, likely case, walk-away — that anchors settlement negotiations rather than waiting for a hearing. Most disputes settle; the question is at what number.
Working-capital peg disagreements after close. We have built the model from the diligence side, so we know what reasonable looks like in both directions.
When a seller comes back claiming the acquirer breached the agreement, we build the counter-narrative: what the buyer actually did, why those calls were inside the ordinary course, and what the seller's damages model gets wrong.
The partner who takes your first call is the partner in the room. We don't sell what we haven't run.
Two-decade operator. 50+ DTC and CPG engagements including a dozen sell-side processes. Scaled brands through Shopify Plus, retail expansion, and inventory-led growth pressure tests. Leads the consumer practice and exit-prep across $20–$100M operating brands.
Capital markets and M&A background. Multi-unit specialist — hotel groups, dental and medical DSOs, real-estate operating cos, professional services firms, construction platforms. Leads sell-side processes and roll-up sequencing where unit economics are the deal. RevPAR, same-store and unit-economics rebuilds.
Earn-out disputes, post-close working-capital adjustments, breach-of-covenant claims, "ordinary course" arguments, and damages quantification in commercial disputes where the underlying business is in a sector we operate in (consumer brands, CPG, hospitality, healthcare, professional services). We do not work on family law, criminal matters, or sectors outside our bench.
Engagement letter is usually with the client; deliverables (models, memos, affidavits) are built in tight collaboration with their counsel. We have worked alongside law firms in Canada, the US and the UK.
Our credibility in front of an arbitrator comes from operating-the-role experience in the sector being modelled — not a forensic-accounting designation. For matters that require a formally-credentialed expert (some commercial litigation, certain class actions), we partner with credentialed forensic firms and play the operator-expert role in parallel.
Most start with a fixed-fee initial revenue/damages model (typically $2.5K–$10K depending on scope and data quality) plus a memo. From there, work expands to expert affidavit drafting, sensitivity analysis and settlement support — billed at retainer or fixed fee, sometimes with a success component tied to settlement outcome.
A forensic accountant rebuilds the past from documents. We model the counterfactual — what the business would have produced — using operating judgment. For an arbitrator deciding whether a marketing-budget cut caused $1.4M of lost revenue or $4M, the model that wins is the one built by someone who has actually run that kind of business.
Most disputes settle — that is the point of doing the model early. If a settlement number lands inside our defensible range before we have finished the full affidavit, the engagement closes there. We bill for completed work, not full scope, when settlement comes early.
Matt Putra is the practice lead, with Sid Ahuja covering operating-business and multi-unit disputes (hospitality, multi-site healthcare, professional services). The partner who leads your sector is the one in the room with your counsel. Live engagement as of Q2 2026: counterfactual revenue model for a sell-side earn-out dispute in DTC consumer brands.