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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.

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Data Analyses & Analytics

Whether it is a single transaction or billions of lines of data, using state-of-the-art technology, our industry leading data analytics and big data analyses team will help you make sense of the damages and dollars at stake in arbitration and litigation, internal investigations and enforcement matters.

We are driven by data analytics, and have been since our founding. We distill and turn data into actionable information helping you get in front of the issues and determine the best strategy forward in your matter. 

Practice Overview

Data Analyses & Analytics

Many cases begin with a simple question: what happened in the investment account at issue? At Bates Group, it all begins with analyzing the account(s). When an arbitration, litigation or enforcement matter is commenced against our clients, they call upon our team, which, following the collection and analysis of large amounts of data, is able to accurately estimate the potential damages at stake.

Using our proprietary software, our skilled professionals prepare high-quality data analytics reports, hypotheticals and what-if scenarios to support or rebut allegations before, during, and after hearings and while settling or mediating matters. Additionally, by operating with a very competitive rate structure, clients experience a process and receive an end product at a much lower cost without any compromise to quality.

Practice Leadership

Julie R. Johnstone

Julie R. Johnstone

Managing Director, Practice Leader - Securities and Financial Services Litigation & Consulting

Andrew C. Daniel

Andrew C. Daniel

Director, Securities Litigation Expert and Consultant

Alex Russell

Alex Russell

Managing Director, White Collar, Regulatory and Internal Investigations

We Help Clients Make Sense of the Dollars at Stake

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.

Covering the full spectrum of investment products and services, our quantitative analysis and qualitative case strategy, advice, and expert testimony have been tested and accepted in all dispute resolution forums.

We understand the immense pressure many of our clients are under, and are dedicated to providing them with quick turnarounds, unbiased results and an in-depth explanation of the work we produce.

Many of our clients are under tight budget constraints, which is why we offer quality analysis and expert strategies at a competitive price.