Our Specialties

Investment Industry & Alternative Investments

Expert analysis and trusted litigation support for complex investment challenges

Bates White provides expert consulting and testifying services for complex matters in the alternative investment management industry, including hedge funds, private equity, and venture capital. Leveraging decades of real-world experience with our deep knowledge in finance, valuation, accounting, investment due diligence, and fraud investigations, we provide tailored solutions to a diverse client base, including high net worth individuals, investment firms, financial institutions, fiduciaries, and regulators. Our commitment to rigorous analysis and clear communication ensures impactful support in navigating the complexities of the alternative investments industry.

Wide range of expertise

Both prosecution and defense clients retain us to address topics such as compensation disputes, fiduciary obligations, due diligence procedures, valuation of illiquid investments, disclosures, and damages. Other areas of focus include:

  • Valuation of firms, businesses, investments, and unconventional assets
  • Performance attribution and employment/compensation disputes
  • Management fees and carried interest waterfall calculations
  • Investment strategy and due diligence

Related practices

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