Cole&Partners

In respect of businesses, securities and intellectual properties, we provide a broad range of financial litigation support and alternative dispute resolution services, including:

reasonable royalty rate calculations, accounting of profits and damage quantification in IP related disputes
expert testimony regarding financial and related matters
damage and loss quantification opinions
valuation opinions
financial analyses and interpretation of accounting matters
mediation and arbitration
management of financial data and information
net family property calculations and settlement solutions for equalization claims

Cole & Partners' financial analyses for litigation, business, securities and IP valuations reflect a unique blend of theory, litigation and corporate finance experience, distinguished by sound business judgment, informed current market perspectives and focused research.

Philosophy Regarding Litigation Support and Valuation Services

We are committed to being a creative resource to the professional and business communities, built on a philosophy that believes that successful outcomes and credibility are achieved by blending experience with certain perspectives:

Financial and IP litigation support is art and science

Our financial analyses for litigation and business valuations reflect a unique blend of theory and experience, distinguished by sound business judgment, informed current market perspectives and focused research.

It's what you say and how you say it

We are chartered accountants, engineers, chartered financial analysts and chartered business valuators, with a broad range of experience in industry, mergers and acquisitions and expert witnesses' court testimony.

Our opinions and recommendations are candid. We minimize the use of jargon and distill complex issues into clear, simple summaries. Most importantly, we take the time to explain our work and ensure that our clients clearly understand the facts, issues and findings.

It's what you know and who you know

Cole & Partners' mergers, acquisitions and corporate finance practice ensures that we have highly informed current knowledge of market trends and values.

Our clients have the confidence of knowing that we underpin our opinions by accessing a broad network of North American sources: the financial community, underwriters, industry associations and relevant senior industry executives.

Overview Reports, Critiques and Second Opinions Regarding Litigation Support and Valuation Services

Without the cost and time required to prepare a formal opinion, we often provide:

an estimated range of values or damages
clarification of financial issues
explanatory graphic and chart summaries
critiques and second opinions

We understand that our clients rely on these reports even though they are not formal opinions. Such advice and reporting are key in developing strategy and negotiations as well as providing the basis for pre-trial and settlement discussions.

These reports reflect the collective experience of our mergers, acquisitions and corporate finance professionals, as well as discussion with senior industry experts, where appropriate.

Approach: Pre-Engagement Alignment and Planning Regarding Financial Litigation and Valuation Services

Prior to being engaged, we ensure that our approach, independence and work plans are consistent with counsel's and our clients' expectations. We may therefore meet on several occasions before being retained to exchange ideas and ensure alignment.

To ensure cost effectiveness, timely reporting and effective coordination with other professionals, we will often provide a work plan. They are iterative and regularly updated as focus is refined. These work plans set out:

deliverables
areas of focus
estimated costs and due dates
staffing
other professionals to be retained

80 Richmond Street West, Suite 2000, Toronto, Ontario, M5H 2A4
Tel: (416) 364-9700 Fax: (416) 364-9707