Here's the thing. If he really has "seen the books" he is 100% violating the obvious non-disclosure agreements he would have signed to be granted access to those records. Not only is he risking personal lawsuits, reputation ruin, and professional suicide, he'd also be risking his firms contract, as well as being stripped of whatever professional credentials he had which allowed him the knowledge which would have made his viewing any financials of a 2 billion dollar company, worth while.
And on top of it all, it would take about 15 minutes to put together who talked based on the info leaked.
Is it possible that this is real? Sure. But the odds are about zero of his version of the story being accurate.