Helix Advisory Group
Expert Forensic Economics for Complex Legal Cases

At Helix, our expert team transforms complex financial analysis into clear, compelling evidence.
We make the numbers tell your story.

Proven Track Record
In evaluating damages for high-stakes legal matters

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Trusted Advisors
To counsel and clients nationwide

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40+ Years
Of combined experience in finance and investment management

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About Helix: Precision in Quantifying Damages

We excel at translating complex calculations into clear, persuasive insights that strengthen your overall case. As industry-leading damages quantification specialists, we bring decades of combined expertise to the intricate intersection of finance and law. Our team of seasoned professionals understands that behind every calculation lies a compelling story that needs to be told with precision and clarity.


We pride ourselves on our ability to distill complicated financial analyses into compelling narratives that resonate with judges, arbitrators, and juries alike. Whether you're dealing with commercial disputes, intellectual property matters, or complex class actions, our meticulous approach ensures that every financial detail supports your legal strategy. By combining advanced analytical capabilities with clear, authoritative communication, we transform raw data into powerful evidence that advances your position and drives results.


Our commitment to excellence and attention to detail has made us the trusted partner for law firms and corporations seeking to present their damages cases with maximum impact and credibility.

Our Mission: Strengthening Your Legal Strategy

At Helix Advisory Group, we're committed to enhancing the strength of your legal cases through:

Our goal is to empower you with the economic insights needed to achieve the most fair and accurate outcomes for your clients.

Our Services: Comprehensive Support for Legal Professionals

Discovery and Document Analysis

  • Thorough examination of financial records and relevant documents.
  • Identification of key economic factors impacting damages.
  • Preparation of detailed reports summarizing findings.

Pre-Trial Services

  • Expert exhibit preparation to clearly communicate complex economic concepts.
  • Strategic consultation to strengthen your case presentation.
  • Assistance in developing questioning strategies for depositions and cross-examinations.

Calculating Economic Damages

  • Advanced financial modeling to quantify damages accurately.
  • Consideration of multiple scenarios and their economic impacts.
  • Clear, defensible methodologies that withstand expert scrutiny.

Expert Witness Testimony

  • Credible, articulate testimony from our seasoned economic experts.
  • Ability to explain complex economic concepts in understandable terms.
  • Robust defense of damage calculations under cross-examination.

Our Process: Rigorous Analysis, Clear Communication

Initial Consultation

We discuss your case specifics and objectives.

Data Gathering

Our team collects and organizes all relevant financial information.

In-Depth Analysis

We apply forensic accounting and financial modeling techniques.

Report Preparation

We create comprehensive, clear reports detailing our findings.

Collaboration with Counsel

We work closely with your legal team to refine strategies.

Expert Testimony

When needed, we provide compelling testimony to support your case.

Why Choose Helix Advisory Group?

At Helix Advisory Group, we're committed to enhancing the strength of your legal cases through:

Expertise

Our team includes individuals with decades plus experience in investment management, accounting, and finance. Additionally, most of our team are certified public accountants and/or forensic accountants.

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Industry Knowledge

We specialize in financial services and securities but have extensive experience handling cases in a range of industries like manufacturing, distribution, retail, healthcare, and technology, offering valuable cross-sector expertise.

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Cutting-Edge Tools

We leverage advanced financial modeling and data analysis tools, enabling us to provide highly accurate and insightful results tailored to your case's needs and complexities.

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Clear Communication

We excel in transforming complex economic and financial data into clear, concise, and persuasive arguments that can be easily understood by both legal teams and juries.

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Proven Track Record

Our contributions have led to numerous favorable outcomes, helping our clients secure positive verdicts and substantial settlements in even the most complex cases.

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Ready to Strengthen Your Case?

Don't let complex economic issues weaken your legal strategy.
Contact Helix Advisory Group today for a confidential consultation.

Free Consultation

Frequently Asked Questions

What types of cases does Helix Advisory Group typically handle?

We specialize in complex securities litigation, but our expertise can extend to a wide range of cases requiring economic damage quantification, including breach of contract, intellectual property disputes, and employment matters.

What makes Helix Advisory Group different from other economic consulting firms?

Our unique blend of academic expertise, real-world financial experience, and focus on clear communication sets us apart. We don't just provide numbers; we offer strategic insights that strengthen your overall case.

Do you offer rush services for time-sensitive cases?

Yes, we understand the time-sensitive nature of legal proceedings and can expedite our services when necessary.

How do you stay current with evolving economic theories and legal precedents?

Our experts regularly participate in professional development, attend industry conferences, and stay abreast of academic publications to stay at the forefront of our field.

What is your approach to communicating complex economic concepts to non-experts?

We excel at translating complex ideas into clear, persuasive language. Our reports and presentations are designed to be understood by judges, juries, and clients without sacrificing technical accuracy.

How do you handle cases where the opposing side presents conflicting economic analyses?

We thoroughly review opposing analyses, identify weaknesses, and provide robust rebuttals. Our approach often involves demonstrating why our methodology is more appropriate for the specific case circumstances.