Mr. Wilson specializes in business (or IP) valuations, damages quantifications (e.g., out of pocket costs, lost profits, lost wages, diminution in business value, benefit of the bargain, rescission), fairness opinions, solvency testing, and financial forensics. He is often engaged as an expert or consultant on matters involving allegations of breach of contract, breach of fiduciary duty, fraud, theft, misappropriation, intellectual property infringement, legal malpractice, wrongful death/termination, investment suitability, and minority shareholder oppression. He also regularly advises on M&A transaction disputes (e.g., securities class actions, appraisal rights, entire fairness, proxy claims, post-transaction disputes), shareholder buyouts, marital dissolutions, ESOPs, intellectual property licensing, eminent domain or takings, fair value reporting (e.g., purchase price allocations, impairment testing), and 409a/gift/estate tax compliance. His work serves a variety of client needs, including adversarial proceedings (e.g., mediation, domestic or international arbitration, state or federal court), corporate planning or M&A transaction due diligence, and accounting/regulatory/tax compliance.
Before Secretariat, Mr. Wilson worked at a large multinational expert consultancy in various senior positions across the firm’s Forensic & Litigation Consulting practice, and served on the firm’s Fairness and Solvency Opinion committee. Before that, he worked in litigation consulting, middle market investment banking, and institutional investment management. That experience included providing advisory at a FINRA-registered broker-dealer. He also founded and served as President and Chief Investment Officer for an SEC-registered investment advisor with more than $600 million in assets under management at its peak. Mr. Wilson began his post-collegiate professional career in Seattle, working as an analyst and portfolio manager under the Chief Investment Officer at Cascade Investment as one of a handful of investment professionals who managed over $50 billion for Bill Gates and the Bill & Melinda Gates Foundation.
Mr. Wilson graduated summa cum laude from Claremont McKenna College with a double/dual degree in Economics/Accounting and Biology/Chemistry, where he served as President of the Claremont Accounting Association and interned at various closely-held and publicly-traded companies.