Litigation Support & Restructuring

The stakes in high-end litigation, including bankruptcy, are enormous. Consequently, we are highly selective about the cases we commit to supporting. We will only work on matters where we believe:

1. We are the most qualified;
2. We can add significant value; and
3. We will have a strong positive working relationship with counsel

Summit Ridge Group is proud to have worked with many leading law firms on high-profile litigation matters - in both state and federal court, as well as in arbitration proceedings. Our domain expertise, combined with our financial valuation skills, enables us to provide high-quality testimony and communicate efficiently with attorneys. We eliminate the difficult choice attorneys often face between a) a qualified valuation expert without in-depth industry knowledge; or b) an industry expert who does not have strong valuation credentials. Litigation attorneys have reacted well to our selectivity and industry focus - a large percentage of our litigation support work comes from repeat business with law firms with whom we have previously worked.

Areas of Litigation Support Expertise

We are experts in a range of sub-specialties within the domain of valuation and the communications sector.  Our specific areas of expertise include the following:

Skilled Support Services

Summit Ridge Group professionals have worked in a variety of roles, ranging from research to investment banking and consulting to regulatory analysis. This experience has given us a sophisticated perspective on strategic and business issues in the communications sector, as well as a variety of analytical tools rarely found in a single small firm. We are small enough to be able to provide personalized service. At the same time, we are large enough to have the team and other resources to compete with at the highest level. Clients frequently engage us on large matters opposite much larger financial consulting firms.

In particular, the legal and financial backgrounds of senior Summit Ridge Group professionals allow them to analyze large volumes of legal documents efficiently. Their legal backgrounds also enable them to identify the legal relevance of industry issues and facilitate their ability to communicate with our clients' legal teams. We strive to anticipate challenges and opportunities as soon as possible while providing a finished product that reduces the stress on the attorneys we work with.

Credible and Objective Expert Witness Testimony

We pride ourselves on providing clear, insightful, and objective expert witness testimony. In addition to his industry expertise, J. Armand Musey’s experience as a Wall Street research analyst honed his writing skills as well as his ability to explain complex industry and financial issues to people with a variety of backgrounds. His well-supported expert testimony reports, under Federal Rules of Civil Procedure 26(a)(2) or similar state court regulation, can withstand scrutiny during depositions and in court testimony.

Additional information about our qualifications is available on our expertise page and blog. Contact us to discuss how our financial and industry expertise and our litigation support experience may be useful to the specific circumstances of your case.

Restructuring Advisory

Summit Ridge Group professionals detailed industry expertise, along with deep financial and valuation skills. We are able to quickly assess the operational prospects of distressed companies in the communication sector within tight bankruptcy court deadlines. Similarly, we can assess optimal capital structures, the expected recovery value of securities in complex capital structures, and perform related analysis the are often needed in the restructuring process. In addition to our experience, two of Summit Ridge Group's senior professionals, E. Barlow Keener and J. Armand Musey are (non-practicing) attorneys. This background helps them to understand the restructuring process. Mr. Musey was a summer extern for Hon. Robert E. Gerber (USBJ - SDNY, retired) in 2010. Mr. Keener has extensive experience as a telecommunications attorney and worked at Bell South earlier in his career.

Experience Working with Top Law Firms

Summit Ridge Group is proud to have been selected to work with major law firms and leading boutiques. A sample of the law firms Summit Ridge Group professionals have worked with is available on our Client's Page.

Select Court Experience

Summit Ridge Group professionals have provided expert testimony in reports, depositions, and/or trials in over 120 matters adjudicated in venues including the following:

International Venues

• Chambre Patrimoniale Cantonale, Lausanne, Switzerland
• International Centre for Dispute Resolution
• International Chamber of Commerce (“ICC”) International Court of Arbitration
• London Court of International Arbitration ("LCIA")
• United Nations Commission on International Trade Law ("UNCITRAL") (1976 Rules)

U.S District Courts (Federal)

• District of Columbia
• District of Connecticut
• District of New Jersey
• District of Maryland
• District of Utah
• District of Columbia
• District of Connecticut
• District of New Jersey
• District of Maryland
• Southern District of California
• Southern District of Florida
• Southern District of New York
• Western District of North Carolina (Asheville Division)

U.S. Bankruptcy Courts (Federal)

• Eastern District of Pennsylvania
• Eastern District of Michigan
• Eastern District of New York
• Southern District of Florida (Ft. Lauderdale)
• Southern District of Illinois (East St. Louis)
• Southern District of Indiana
• District of Nevada

U.S. State Courts (alphabetically by state)

• Court of Appeal of California, Second Appellate District - Division Eight
• Superior Court of California, County of Alameda
• Court of Chancery of Delaware, New Castle County
• Circuit Court, Palm Beach County Fair, Florida
• Collier County, Florida Court
• District Court of Appeals of Florida, Third District
• Walton County, Florida Court
• Maryland Court of Special Appeals
• Hudson County, New Jersey Superior Court
• Somerset Country, New Jersey Court
• Supreme Court of New Jersey
• New York State Supreme Court
• Court of Common Pleas of Philadelphia County, First Judicial District of Pennsylvania
• Circuit Court of Loudoun County, Virginia
• Fairfax County Circuit Court, Virginia
• Vermont Superior Court

Alternative Dispute Resolution Forum & Administrative Agencies

• American Arbitration Association (“AAA”)
• Copyright Royalty Board, U.S. Copyright Office of the Library of Congress
• Private Arbitration
• Vermont Public Utility Commission