Team
- PARTNERS
- Jody Bland
- Erica Bramer
- Scott Dalrymple
- Todd Fries
- Stephen Jaquess
- Robert Manz
- Alexander Walther
- Laurie-Leigh White
- SENIOR ADVISORS
- Todd Goldwasser
- Jimmy Pat James
- Joseph Mason
- Z. Eric Stephens
- SENIOR PROFESSIONALS
- Dragos Ailoae
- Ted Barlow
- Jason Billeck
- Spencer Brady
- Justin Burgess
- Jack Chen
- Emily Chiu
- Ola Fasoranti
- Chandler Harrison
- Katherine Hinz
- Kurt Huie
- Sam Makin
- Dave Matthiesen
- Myles McCormack
- Jeffrey R. Mills
- Justin Peden
- John Ray
- Afshin Sayani
- Britney Tran
- FINANCIAL ANALYSTS
- Alishah Ahmed
- Israa Ali
- Alec Bliemel
- Jake Brown
- Jacob Flaskamp
- Gabriel Hicks
- Paige McCombs
- Mark Phillips
- Chris Salamah
- Dylan Saunders
- Shelby Stewart
- Robert Thomassian
- Wes Waitkus
- Preston Werner
- Xiaolu Zhang
- OPERATIONS
- Marc Lohrisch
Stephen Jaquess
CPA*
Partner
Stephen Jaquess has a wide range of experience spanning finance, valuation, accounting, and economics. Throughout his career, Mr. Jaquess has executed on a diverse set of engagements relating to business valuation, economic damages, securities analysis, antitrust, restructuring, insolvency, financial markets, and valuation-based disputes. Mr. Jaquess regularly provides expert testimony and expert consulting services in areas including:
Mr. Jaquess has both provided and supported expert analyses in areas including:
- Quantifying damages in complex contract disputes;
- Measuring business interruption claims and/or lost profits;
- Valuing businesses (including those with complex capital structures), business interests, contractual earnouts, and intangible assets, amongst other things;
- Assessing and identifying alleged collusive activity and monopolization;
- Calculating economic damages resulting from misappropriation of trade secrets;
- Evaluating and analyzing credit rating practices;
- Constructing event studies and financial models to measure share price artificiality in relation to 10b-5 securities class actions;
- Developing cash flow models and loan-level analyses relating to residential mortgage-backed securities;
- Providing solvency and capital adequacy analyses in bankruptcy adversarial proceedings;
- Negotiating with creditors and other interested parties in Chapter 11 proceedings; and
- Forming and implementing plans of reorganization.
Mr. Jaquess has also become a trusted advisor to his clients, assisting in all aspects of the litigation process, including pre-litigation consulting, discovery, settlement negotiations, and testimony and trial preparation.
Mr. Jaquess has worked on numerous national and international engagements with alleged damages ranging from millions of dollars to hundreds of billions of dollars in a diverse range of industries including telecommunications, banking, financial services, petrochemical/energy, pharmaceuticals, manufacturing, distribution, avionics, food/beverage services, and healthcare, among others. He has operated on multiple restructuring engagements supporting expert testimony, providing out-of-court solutions, and performing plan development, vote solicitation, and implementation of court-approved plans of reorganization.
Mr. Jaquess received a Master in Professional Accounting and a Bachelor of Business Administration in Business Honors and Accounting from the University of Texas at Austin, where he graduated with honors. He was a recipient of the Dean’s Award and is both a Sommerfield and National Merit Scholar. Mr. Jaquess is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
*Although BVA employs CPAs, it is not a CPA firm.