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Banking & Finance

Complex banking cases present unique challenges. We have the know-how to translate even the most complicated case into an accessible story.


Banking and finance cases are packed with enough esoteric concepts, terms and regulations to make most jurors’ eyes glaze over. To make matters worse, messy mergers can wreak havoc on your witness pool, making it even more difficult for your business to tell a cohesive story.

And with a public still struggling to regain trust and confidence in the financial sector, that story has to be clearer and more powerful than ever.

We know the disadvantages you face, and we have 20 years of experience, working with banks across the country. Our expertise will help you present your case in the most effective way possible. We have helped banks achieve favorable outcomes in a variety of cases, including:

  • Breach of fiduciary duty
  • Commercial lending
  • Mortgage lending
  • Ponzi schemes
  • Shareholder and securities
  • Trust, investment, and investment management fraud

Our research will determine jurors’ emotional and cognitive responses to plaintiffs’ claims and identify your best course of defense. In cases like these, jurors tend to use their own experiences and biases to fill any gaps in their understanding; our strategic insights and trial-ready graphics will help you fill those gaps with the evidence that supports your story.

With hundreds of banking cases under our belt, let us give you the tools and guidance to present the best case possible.