Litigation Support2026-02-20T11:49:30+00:00

Litigation Support

Experience Where Financial Theory Meets Business Reality

Over the course of advising companies through transactions, restructurings, capital raises, and growth initiatives, complex financial questions have at times found their way into litigation and arbitration.

In those moments, counsel has sought more than abstract financial modeling.

They have sought perspective grounded in real-world experience.

Claudio Calado brings more than two decades of executive leadership, investment banking, and fiduciary responsibility to matters where economic damages, valuation disputes, and lost profit claims require disciplined analysis informed by how businesses actually operate.

Overview

A concise summary of litigation support experience and representative matters is available below.

Confidential Inquiries

Inquiries regarding potential matters are handled directly and discreetly.

Areas of Expertise

Select engagements have involved:

  • Calculation of economic damages
    Assessment of monetary harm resulting from alleged breach, misconduct, or contractual disputes. This includes constructing “but-for” scenarios, evaluating causation, analyzing financial records, and quantifying damages in a manner consistent with evidentiary standards.

  • Lost profit analysis
    Evaluation of projected revenue and income that a business contends would have been realized absent the disputed event. This involves examining historical performance, market conditions, operational capacity, customer behavior, mitigation efforts, and the reasonableness of growth assumptions.

  • Reasonable royalty and license income frameworks
    Analysis of hypothetical negotiations between parties in intellectual property or licensing disputes. This includes benchmarking comparable agreements, assessing profitability attributable to the asset in question, and evaluating industry-specific economic dynamics.

  • Valuation of intellectual property
    Independent valuation of patents, proprietary processes, technology, or other intangible assets in dispute. This may involve income-based, market-based, or cost-based methodologies, tailored to the facts and context of the case.

  • Financial reconstruction in complex commercial litigation
    Rebuilding financial narratives where records are incomplete, disputed, or require forensic interpretation. This includes tracing transactions, reconciling inconsistencies, and presenting structured financial models that clarify economic substance.

  • Support through expert reports, depositions, arbitration, and trial preparation
    Preparation of defensible expert reports, participation in deposition testimony, assistance with cross-examination strategy, mediation preparation, and arbitration or trial support. Analysis is structured to withstand scrutiny from opposing counsel and triers of fact. Each engagement is approached with independence, methodological rigor, and practical judgment shaped by executive and transactional experience.

Recent
Case Involvement

Claudio has supported litigation and arbitration matters as:

  • Expert Witness
  • Corporate Representative
  • Author of Expert Reports
  • Deposition Witness

Representative matters include:

  • Critical Pointe Partners LLC vs. Philipe Didisheim, Chapin Newhard, Jared Roberts — Deposition testimony (JAMS Ref. No. 5220002713, Los Angeles)
  • Mitsuiya Industries Co., Ltd. v. Formed Fiber Technologies, Inc., et al. — Corporate representative (Case No. 2:20-cv-10941, Michigan)
  • Equity Armor Investments LLC vs. Sabriant Systems LLC, et al. — Deposition testimony (Case No. 2015L000186, Illinois)
  • Industrial Experimental Technologies LLC vs. Linear Mold & Engineering — Expert report (Case No. 2013134123CK, Michigan)
  • Multimatic, Inc. vs. Faurecia Interior Systems USA — Expert report (Case Nos. 08-1332 and 08-1420, Michigan)
  • Duke/Fluor Daniel vs. Dearborn Industrial Generation — Expert report in arbitration proceedings (Case No. 01-135164-CH, Michigan)

These matters have involved complex business disputes, valuation disagreements, intellectual property considerations, and complex commercial damages analysis.

Recent Case Involvement

Focused. Independent. Comprehensive.

Financial disputes often turn on projections, assumptions, and valuation frameworks. But real businesses are not built in spreadsheets. They are built through capital allocation, negotiation, operational constraints, and market dynamics.

Experience matters.

Having served as a Chief Executive Officer, investment banker, and investment advisor representative, Claudio approaches litigation matters with the perspective of someone who has structured transactions, managed capital, and operated within the realities being examined. The objective is not advocacy.

It is clarity.

Analysis is structured to be rigorous, defensible, and understandable to courts, arbitrators, and opposing counsel alike.

Litigation support is a natural extension of the firm’s broader advisory work — informed by the same discipline, integrity, and practical judgment applied in transactions and wealth advisory. Engagements are accepted selectively where executive and transactional experience provides meaningful context beyond purely academic modeling.

Frequently Asked Questions

What is a financial expert witness?2026-02-20T10:24:34+00:00

A financial expert witness provides independent analysis and testimony in disputes involving economic damages, valuation, lost profits, royalty frameworks, or financial reconstruction. The role is to clarify economic substance and present defensible conclusions in reports, deposition, arbitration, or trial.

How is economic damages analysis calculated?2026-02-20T10:24:51+00:00

Economic damages analysis typically evaluates what would have occurred “but for” the disputed event. This may involve financial modeling, historical performance review, market analysis, operational capacity assessment, and evaluation of causation and mitigation factors.

What is lost profit analysis?2026-02-20T10:25:07+00:00

Lost profit analysis assesses revenue or income that a business alleges it would have earned absent a specific event. This requires examining historical performance, growth assumptions, industry conditions, and operational feasibility.

What is reasonable royalty analysis?2026-02-20T10:25:21+00:00

Reasonable royalty analysis evaluates what parties would have agreed to in a hypothetical negotiation for intellectual property or licensing rights. This involves market comparables, profitability, bargaining dynamics, and industry standards.

When should an attorney engage a financial expert?2026-02-20T10:25:34+00:00

Ideally, a financial expert is engaged early in the case lifecycle to assist with:

  • Framing economic theory
  • Evaluating exposure
  • Testing assumptions
  • Supporting mediation strategy
  • Preparing defensible expert reports

Early engagement allows financial analysis to inform overall case strategy.

Does Claudio Calado testify in court?2026-02-20T10:25:49+00:00

Yes. Claudio has served as an expert witness, corporate representative, and deposition witness in litigation and arbitration matters involving complex financial issues.

How are engagements structured?2026-02-20T10:26:02+00:00

Each engagement is scoped based on the matter’s complexity and stage. Services may include preliminary damages assessment, expert reports, deposition preparation, arbitration support, or trial testimony.

All engagements are handled directly and confidentially.

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