Advisory and Intermediary Services
No other financial intermediary or independent adviser shares Legis’ deep experience in alternative litigation finance and commercial claim investment risk-mitigation options. We have over 30 years combined experience in the industry. Over these many years, Legis team members have been hired by scores of investors, including some of the world’s largest asset managers and financial intermediaries, to explore or arrange investments in the ALF space. We have also advised law firms around the globe on underwriting systems for contingent fee investments and have represented leading law firms in numerous transactions, including providing claim valuations for a variety of purposes. We have access to investor capital outside of the advertised “litigation funders,” who often have inflexible venture capital return expectations.
Legis is the first true intermediary in the litigation finance space. Like traditional investment and merchant banks, we are equipped to provide purely intermediary services, ranging from brokerage to placement to buy- and sell-side engagements where one or more claim assets is central to the value of the transaction.
Advice to law firms in the ALF sector can be complex. It often involves expertise in litigation doctrines like work product and privilege; professional ethics rules; finance and litigation strategy. Legis’ team has the tools and resources to expertly help our clients navigate these various disciplines.
Where appropriate, Legis can provide chief investment officer (CIO) functions to law firms to assist in managing and growing their commercial litigation investment portfolios. As an “outsource CIO,” we can assist the firm manage the cash flows and liquidity of their risk-based portfolio through monetizing portions of the portfolio to meet changing firms needs.