Bates Group

Over the course of the last 40 years we’ve seen plenty of ups and downs in the markets. Along the way, Bates Group has helped our clients sort through the complexities and fallout of each financial upheaval—and the inevitable litigation and regulatory investigations that follow—by providing clear and accurate analyses, reporting, and expertise.

This was true from the 1987 stock market crash through the limited partnership litigation in the early 1990s, the bond market crash in 1994, the Asian financial crisis in 1997, the Russian default in 1998, the bursting of the “technology bubble” at the turn of the century, the credit crisis that began in late 2007, and now the markets’ reaction to the COVID-19 pandemic.

Each of these events caused investors and organizations to pause, ask hard questions, and rethink how markets behave in times of uncertainty. When familiar frameworks no longer provided clear guidance, many clients found themselves navigating complex challenges without a clear path forward. During these moments, Bates Group partnered closely with its clients—listening first, bringing clarity to uncertainty, and helping separate fact from speculation—so they could focus on what mattered most while moving forward with confidence and meeting their regulatory and compliance obligations.