Secretariat is a trailblazer in applying contemporary financial theory to a broad spectrum of securities-related issues and financial disputes. We are highly regarded for our use of sophisticated and widely accepted statistical methodologies within financial and securities litigation and for the kind of comprehensive understanding of financial markets required in resolving disputes.
Our team of economists and securities experts regularly provides advisory services, litigation support, and expert testimony in complex securities and financial litigation, presenting clear and understandable analyses of market efficiency, causation, materiality, class certification, and damages. We effectively address intricate matters ranging from securities, structured finance, and derivatives to valuation, contract disputes, and consumer finance. Our evidence-driven, quantitative analysis, characterized by their rigorous methodologies, hold up to even the closest scrutiny.
Our expertise also extends to tax litigation, where we advise clients and provide testimony on matters encompassing economic impacts, economic substance, risk management, transfer pricing, and valuation.
Secretariat has assisted clients in a myriad of business, financial, and securities-related challenges, including the following and more:
The cornerstone of our methodology is ongoing and profound collaboration among experts and with our clients. Experts from various segments of Secretariat’s practice, whose unique knowledge and experience provide both insight and value, team when necessary with highly regarded external experts in various research and analytical disciplines who enhance the service we provide to clients. By fostering an environment of constant and transparent communication, we develop and execute creative and compelling solutions to our clients’ litigation challenges based on a thorough grasp of their business imperatives and objectives.
Secretariat Secures No. 1 Spot on Lexology Index’s Arbitration 2025 Report
We are proud to announce that Secretariat has earned the position of No. 1, top-ranked Consulting Expert Firm in the Lexology Index Arbitration 2025 report. The report features firms and experts who have distinguished themselves as industry leaders based on their independence, sharp testifying skills, clear communications, and meticulous analytical insights.
Eric Poer, CPA, a globally recognized securities, accounting, valuation, and regulatory enforcement expert, was retained by Orrick, Herrington, and Sutcliffe LLP to provide expert and summary witness testimony in defense of Apple Inc., CEO Timothy Cook, and CFO Luca Maestri in a high-stakes securities class action dispute.
Neil Gaudion provided an expert report and testimony on behalf of Five Star Resort Owner, LLC, in construction dispute litigation surrounding a $2 billion Ritz-Carlton Hotel development. The jury awarded $2 million, plus interest, an amount determined from Mr. Gaudion’s testimony.