Stephen Jaquess is responsible for overseeing and executing a variety of engagements related to economic damages, securities analyses, antitrust, restructuring, insolvency, financial markets, and valuation disputes.

Mr. Jaquess has considerable experience in areas including:

  • Damages quantification in complex contract disputes;
  • Measuring business interruption claims and/or lost profits;
  • 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.

Through his work, he has become a trusted advisor to his clients and frequently provides consulting services in litigation discovery, testimony, and trial-preparation processes.

Mr. Jaquess has worked on numerous national and international engagements with alleged damages ranging from millions to tens of billions of dollars in a diverse range of industries including telecommunications, banking, financial services, petrochemical/energy, manufacturing, distribution, avionics, and healthcare, among others. He has operated on numerous restructuring engagements providing both out-of-court solutions as well as plan development, vote solicitation, and implementation of court-approved plans of reorganization.

Mr. Jaquess received a Master in Professional Accounting from the University of Texas at Austin. In addition, he received a Bachelor of Business Administration in Business Honors and Accounting from the University of Texas at Austin, where he graduated with honors. He was also a recipient of the Dean’s Award and is both a Sommerfield and National Merit Scholar. Mr. Jaquess is a CFA Level I Candidate and is currently studying to become a CPA.