Consulting and Expert Testimony Services

Bates Group’s consultants and testifying experts have diverse backgrounds resulting in a wide variety of expertise. With all that diversity, they have one thing in common—they are all outstanding practitioners in their fields.

Our nation-wide roster of over 165 quantitative and substantive consultants and experts span 250 unique areas of expertise. They support clients and their counsel in retail, institutional and complex securities and other financial services matters. They consult and testify in SEC and other regulatory matters; in FINRA, NFA, AAA, and JAMS and other arbitration forums; in state and federal court proceedings; and in insurance and actuarial matters. Our experts’ unique histories cover all aspects of the financial industry, from industry practices to specific products. We pride ourselves on providing the highest level of expertise, and you can see that commitment reflected in the quality of our individual consultants and experts, who typically have 15+ years of industry experience within their field, followed by years of experience testifying as expert witnesses in numerous forums.

We divide our consulting testifying experts into two areas, quantitative and substantive, though there are several testifying experts who can provide testimony in both areas, should the case call for it. Quantitative experts provide testimony related to our account, valuation, and other related analyses, while our substantive experts provide testimony in relation to myriad other issues.
We are proud to have established long-term relationships with our clients as a result of the strength of our experts—there is no higher compliment to us than a request asking to use the same expert again on another matter.

We invite you to explore our expert offerings by visiting the Bates Group’s Expert Search page.

Please call us at 503-670-7772 if it happens that you do not find a consultant or expert that meets your specific needs.  Our goal is to help connect you to the right individual, either from one of our internal experts or through our broader network of contacts.

Contact Bates Group

Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.

Contact Bates Group