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Compass Lexecon has been involved in many of the largest and most complex antitrust litigation and financial market cases over the past 30 years.

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09/07/21

Compass Lexecon Executive Vice President Gerald Lumer Makes Recommendations and Testifies at Trial In this matter, Bank of America offered a $77 million settlement to U.S. Bank, the Trustee for two RMBS Trusts, to settle claims relating to representations and...

12/07/20

First Post COVID-19 Judicial Ruling Holding No Obligation to Close a Previously Agreed Upon Transaction In this widely publicized case, MAPS Hotels and Mirae Asset (“MAPS”) represented by Quinn Emanuel Urquhart & Sullivan, LLP (“Quinn Emanuel”) obtained the first successful...

09/02/20

Compass Lexecon Client Anthem Successfully Avoids $1.85 Billion Breakup Fee This multi-year litigation stemmed from the failure of the $54 billion Anthem-Cigna merger in 2017. Anthem argued that Cigna breached its obligations under the merger agreement’s efforts covenants, which required...

02/13/20

Bank of America offered $39.9 million to settle claims relating to representations and warranties on mortgages conveyed to an RMBS Trust. An investor in the Trust petitioned the New York State Supreme Court to direct the Trustee, Deutsche Bank National...

10/15/19

Compass Lexecon’s client EagleView Technologies claimed Verisk Analytics infringed multiple patents. In a twelve-day jury trial, EagleView prevailed and the jury awarded the full $125 million in lost profits damages Compass Lexecon Senior Consultant Dr. Jonathan Arnold testified to at...

10/07/19

Court Relies on Testimony of Compass Lexecon President Professor Daniel R. Fischel After struggling for years, in late 2008 Chrysler Corporation was forced to seek Government assistance to avoid failure. As part of the TARP program, the U.S. Treasury provided...

10/01/18

In its May 22, 2017 decision, the United States Tax Court rejected the claim of the Commissioner of Internal Revenue that the Estate of Andrew J. McKelvey owed $41 million in taxes with respect to McKelvey’s 2008 income tax return...

03/14/18

Compass Lexecon President Daniel R. Fischel and Professor Bradford Cornell Testify at Trial After Lehman Brothers Holdings Inc., (“Lehman”) filed for bankruptcy, Trustees for 244 RMBS Trusts filed claims arising out of alleged breaches of representations and warranties on mortgages...

11/10/17

On November 9, 2017, the United States Court of Appeals for the Ninth Circuit affirmed the Tax Court’s decision in favor of Compass Lexecon’s client, the Commissioner of Internal Revenue. The Tax Court’s ruling turned on whether an investment by...

08/14/17

During the years 2005, 2006, 2007 and 2008, the Western and Southern Life Insurance Company and its affiliates ("Western & Southern") purchased residential mortgage backed securities with a face value of $538 million. The Bank of New York Mellon ("BNYM")...

06/30/17

Compass Lexecon was retained by counsel for Deutsche Bank National Trust Company as Trustee to evaluate a proposed $695 million settlement between 99 Trusts, JP Morgan and the FDIC. The Trusts had purchased mortgage loans from Washington Mutual. After Washington...

08/19/16

Compass Lexecon was retained by counsel for Deutsche Bank National Trust Company as Trustee to evaluate a proposed $695 million settlement between 99 Trusts, JP Morgan and the FDIC. The Trusts had purchased mortgage loans from Washington Mutual. After Washington...

08/12/16

Compass Lexecon President Daniel R. Fischel Makes Recommendations and Testifies at Trial In this matter, JP Morgan offered a $4.5 billion settlement to Trustees for 330 RMBS Trusts to settle claims relating to representations, warranties, documentation and servicing on mortgages...

07/01/16

Compass Lexecon has been actively involved as consulting experts in a series of cases over the last several years on behalf of the Federal Housing Finance Agency (FHFA) and National Credit Union Administration (NCUA) in litigation relating to alleged false...

01/08/16

In this matter, Compass Lexecon was retained by counsel for Steven Cohen to evaluate the economic evidence in a Securities and Exchange Commission (SEC) administrative action against him claiming that he failed to reasonably supervise two SAC Capital employees who...

12/18/15

Compass Lexecon Senior Consultant Professor Bradford Cornell was retained by Michael Kraut, Rollin Chippey, II and Benjamin Smith of Morgan, Lewis & Bockius LLP, Jean-Marie Atamian of Mayer Brown LLP and Thomas Ross Hooper of Seward & Kissel LLP, to...

05/11/15

On May 11, 2015, Judge Denise Cote of the Southern District of New York ruled in favor of the Federal Housing Finance Agency (“FHFA”), and found Nomura Holdings Inc. (“Nomura”) and RBS Securities Inc. (“RBS”) liable under Federal and State...

03/06/15

Compass Lexecon was retained by counsel for Bank of New York Mellon (“BNYM”) as Trustee to evaluate a proposed $8.5 billion settlement between 530 Trusts and Bank of America. The Trusts had purchased mortgage backed securities from Countrywide prior to...

02/11/13

On February 11, 2013 United States Tax Court Judge Diane L. Kroupa issued a tax court opinion in favor of Respondent (our client) in Bank of New York Mellon Corporation, as Successor in Interest to The Bank of New York...

06/01/12

COMPASS LEXECON EXPERT TESTIFIES As widely reported in the domestic and international press, a three judge panel of the International Court of Arbitration recently awarded the Dow Chemical Company $2.16 billion in a dispute with Petrochemical Industries Company (Kuwait)("PIC"). Dow...

05/14/12

On May 14, 2012, United States Tax Court Judge Joseph Robert Goeke issued a memorandum opinion in favor of Respondent (our client) in Hewlett-Packard Company and Consolidated Subsidiaries, Petitioner v. Commissioner of Internal Revenue, Respondent. Petitioner had sought approximately $177.6...

06/09/09

In approving the settlement of the coordinated Initial Public Offering Securities Litigation involving over 300 cases, Judge Shira A. Scheindlin of the United States District Court for the Southern District of New York, in a lengthy opinion, repeatedly cited Compass...