Teams at Berkeley Research Group

Analyze financial records, accounting data, and operational datasets to develop financial and damages models for business insurance claims and litigation matters. Prepare, review, and audit quantitative and qualitative work products, conduct market research, quantify losses, create demonstratives, and assist with expert reports and testimony. Provide high-quality client service while managing multiple deadlines and using AI and software tools to improve analytical workflows.

Lead valuation engagements by building and reviewing detailed financial models, analyzing historical and projected financials, managing and mentoring junior staff, using Excel, Capital IQ and Bloomberg, preparing client-ready valuation deliverables and participating in business development and client presentations.

Support and lead buy‑ and sell‑side diligence engagements: perform financial statement review, quality of earnings and working capital analyses, build and analyze financial models, prepare reports and presentations, supervise engagement teams, identify purchase price adjustment issues, and assist in practice growth, client pitches, and deliverables.