Modeling, valuations, investigations, and technical strategy — by the people who have been in the business
EXPERTS & STRATEGISTS
There are many established firms providing litigation consulting services. So why choose us?
Our clients will tell you that we are different. Not only do we go the extra mile, but we fundamentally provide a different service.
We are able to help you, or the court, understand the story.
Too many experts believe their job is to generate data or create a spreadsheet or produce a model that supposedly has all the answers. They think they can explain how markets work in theory or how a product is traded or valued in theory. But their reports cannot withstand scrutiny; and when they are deposed or show up in court, they often stumble.
That is why PF2 has created a network of experienced personnel in law, finance, statistics, mathematics and accounting. Many of our team members have PhDs or JDs or other advanced degrees, but we have spent our careers in the financial markets or other industries and professions that enable us to make a meaningful contribution to the legal team. We have valued complex financial instruments, investigated Ponzi schemes and prepared fact-finding and due diligence reports for counsel in complex litigation involving securities, telecommunications, health care and other subjects.
In a world in which experts are often dismissed and expert evidence is regularly deemed inadmissible, can you really afford the risk that comes with using only a theoretical expert?
PF2’s experts have worked on numerous prominent securities litigation matters, as testifying experts or in strategic roles where we oversee the technical part of experts' analysis, and help counsel prepare and manage large data sets or expert evidence of a statistical nature.
Securities Litigation Experts
Damages, market efficiency, market norms
Strategic consulting to litigation counsel
Preparing scientific (technical) experts for cross-examination
Investigation of preference transactions and fraudulent conveyances
Due diligence and asset recovery
PF2 employs scientific techniques to understand financial markets and analyze securities, often for buy-side investors wanting to perform thorough due diligence or risk management or asset managers looking for independent oversight or analysis.
Valuations & Pricing
Company-level, and asset or portfolio-level pricing
Equities, bonds, derivatives, structured finance and other complex assets
Financial, statistical and mathematical models
Estimating damages or market efficiency
Credit risk and credit rating models
PF2’s expert “was the most qualified and credible of the experts” and “the most authoritative … with respect to the issue of the rating process and the ratability of the [notes].”
– Trial judge in MBIA Insurance v. Patriarch Partners VIII, LLC