OverMont Consulting Joins Whitley Penn

3/1/17

Whitley Penn is pleased to announce that OverMont Consulting, LLC has joined Whitley Penn effective today, March 1, 2017.

The OverMont team delivers financial, accounting, economic, and statistical analysis for national and international clients both in and out of the context of high-stakes commercial disputes.  OverMont provides economic damages analyses and other litigation support services in a variety of complex commercial disputes, including the areas of intellectual property, breach of contract, business interruption, fraud, and insolvency and bankruptcy, among others. OverMont's team of experienced professionals includes CPAs, MBAs, and JDs who hold numerous relevant certifications and possess a broad array of experience across many different industries. OverMont’s professionals are well versed in the litigation and trial process and have testified as experts in federal district courts, state courts, tax courts, and court of claims, as well as before domestic and international arbitration panels. 

The OverMont team is led by Walter Bratic, Carmen Eggleston and Justin Blok.

Bratic has extensive business and consulting experience across a broad range of industries.  He has been involved in a variety of litigation matters, involving patent, trademark, copyright infringement, theft of trade secrets, breach of contract, tax disputes, breach of fiduciary duty, energy, and antitrust matters.  Bratic has testified in federal, district, bankruptcy, and state court, ICC, ITC and AAA proceedings related to a wide variety of civil litigation disputes, including: economic, financial, accounting and business matters.   Bratic has also served as a court appointed expert.

Eggleston has managed numerous valuation, corporate restructuring, litigation, and strategic consulting engagements.  Her experience includes consulting to both small firms and Fortune 500 companies in a variety of industries including manufacturing, retail, and service.  Eggleston was previously a Partner in the Financial Advisory Services (FAS) practice at a Big Four accounting firm.

Blok has engaged in a variety of litigation matters involving patent, trademark, and copyright infringement, theft of trade secrets, business valuation, business interruption, bankruptcy, and fraud.  Blok was previously a Manager in the Dispute and Investigations Practice at Navigant Consulting, Inc. and a Senior Associate at CRA International, Inc.

“We are excited to join forces with Whitley Penn’s Forensic, Litigation and Valuation Services (FLVS) team and look forward to capitalizing on the synergies created by the combination of our two teams,” stated Walt Bratic, Managing Director for OverMont Consulting, LLC.

“The OverMont team brings deep experience in the commercial litigation arena, including an emphasis on intellectual property issues. OverMont’s expertise and experience testifying in high-stakes commercial disputes on behalf of national and international corporations deepens and expands our current FLVS team’s capabilities in the commercial litigation realm and serves as a powerful complement to our FLVS team’s existing specializations in family law and business valuation,” said Jim Penn, Founding Partner of Whitley Penn and Partner in Charge of the Forensic, Litigation and Valuation Services group.

“The OverMont team doubles the size of this group and we are excited about the possibilities brought on by our combined horsepower.  This will increase Whitley Penn’s firm size to more than 450 professionals including more than 35 professionals who focus on Forensic, Litigation and Valuation Services,” stated Larry Autrey, Whitley Penn Managing Partner.

About Whitley Penn

Whitley Penn continues to be one of the region’s most distinguished public accounting firms.  With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting.  For more information on Whitley Penn, please visit whitleypenn.com. 

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