Megan Lombardi

Director, Advisory

Services: Business Transformation, Business Valuation, Data Analytics, Forensic Accounting Litigation Support, Turnaround and Restructuring

Industries: Professional Services

Project name

Megan is a Director in BPM’s Forensics and Restructuring practice, where she analyzes and drafts reports for litigation, conducts data analysis for forensic and fraud investigations and manages wind-downs for liquidations.

Megan also plays a key role on BPM’s Data Analytics and Economic Consulting team, combining economic and statistical concepts with traditional financial and tax data to deliver business intelligence solutions. She specializes in interest rate and credit analysis, legal entity valuations, predictive analytics, performance analysis and dashboard design.

Before joining BPM, Megan spent nine years working at the Lehman Brothers Estate (post-bankruptcy), where she analyzed large, complex datasets, valued counterparty claims, participated in negotiations with major creditors and provided litigation support to external counsel. Her team’s efforts notably resulted in more than double the expected returns to unsecured creditors. Megan also worked on trading floors, analyzing capital market risks and conducting valuations on a variety of securities and derivative instruments, including credit derivatives such as single-name and index CDS, as well as interest rate swaps. She began her career at Fannie Mae, where she managed the monthly price verification of a $185 billion structured mortgage portfolio at the height of the 2008 financial crisis.

Interesting tidbit

Megan holds a culinary diploma from the Natural Gourmet Institute, renowned for its health-focused program. However, with two little kids keeping her busy, she once found herself blending up a slice of pizza in her Vitamix for her 10-month-old. She loves the joys of motherhood but looks forward to the day when she can return to cooking like a chef again!

Education
  • BBA/Finance, International Business – James Madison University
  • BA/Spanish – James Madison University

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