A&M has a long history of helping financial institutions navigate regulatory requirements, complex financial instruments, and market disruptions. Our economists and financial professionals have deep industry experience, including as senior leaders at the DOJ, CFTC, and major financial services firms.

Our clients include large financial institutions across retail, commercial and wholesale banks, insurers, payments companies, hedge funds, private equity firms, fintech companies, wealth and asset managers, and their counsel.

Our economic and finance experts have extensive experience in banking, financial markets, credit risk, and trading practices in physical, financial, and hybrid instruments, including the valuation and trading of various asset classes such as:
 

• Debt and equity securities
• Commodity derivatives (energy, metals, agriculture, and financial)
• Derivatives (options, futures, forwards, interest rate and credit default swaps)
• Foreign exchange products
• Structured products (MDS, ABS, CLOs)
• Collateralized debt obligations (CDOs), synthetics, and structured notes
• Insurance-linked securities and catastrophe (cat) bonds
• Special purpose entities/vehicles (SPEs, SPVs)
• Auction rate securities (ARS) and contingent liquidity instruments

Our depth of expertise allows us to effectively collect and manage complex datasets and employ sophisticated analytical methods. We operate technology infrastructure at the scale required to securely manage the extremely large volume of data arising from these cases. Clients have engaged us to perform a variety of analyses, including:

• Securities class action
• Valuation and risk
• Mergers and acquisitions
• Cash flow waterfall modeling for structured products
• Financial market manipulation claims
• Internal investigations
• Regulatory compliance assessments
• Structured credit, correlation, and relative-value trading practices