HALD Advisory

For Counsel

The financial evidence counsel must rely on.

Independent financial analysis when the value of a claim, settlement or contested position depends on numbers that may not withstand scrutiny.

Clarify the financial position before the argument hardens.

Every consequential financial decision should rest on established fact — not assertion — and hold up when it is tested.

Financial facts. Defensible decisions.

The HALD method Establish the facts. Test the assumptions. Document the reasoning.
Why

The dispute turns on financial proof.

Claims, settlements or valuations hinge on figures that must be clear, traceable and challenge-ready before positions harden.

Typical triggers
  • Contested quantum, damages or valuation
  • Completion accounts & earn-outs
  • Report or expert-model critique
Who it serves

Corporate and litigation counsel.

Contested quantum, completion accounts, earn-outs, warranty & indemnity, shareholder disputes, damages or financial-data gaps.

Scope boundary. Independent financial analysis and, under an agreed scope, party-adviser support. This does not imply appointment as a court or tribunal expert; any formal expert role, report or testimony requires a separate written mandate.

What HALD adds

Independent analysis for contested positions.

Traceable facts, assumptions and evidence, tested and structured for external challenge.

Typical outputs
  • Quantum / exposure assessment
  • Model or report review / second opinion
  • Financial-facts and evidence-gap assessment
HALD Advisory
Why HALD

HALD establishes the fact base, tests assumptions and documents the reasoning so decisions can be defended under scrutiny.

  • Senior ownership. Every mandate is led by the principal from scope to findings.
  • Regulated-market fluency. Statutory board experience, DNB Fit & Proper credentials and 20+ unqualified audit cycles — attaching to former appointments, not to HALD Advisory.
  • Operator judgement. Finance, risk, capital, liquidity and governance experience applied to the decision at hand.
  • Evidence discipline. Conclusions are tied to the underlying evidence and structured for external challenge.
Where HALD helps
Before proceedings

Assess exposure

Establish exposure, quantum and evidence gaps before positions are taken.

During proceedings

Test the numbers

Test models, calculations and financial assertions as they are advanced.

Before settlement

Set the range

Establish a defensible range and negotiation position.

Before expert instruction

Frame the questions

Identify the questions any expert analysis must answer.

Selected matter
View selected matters
Dispute · Shareholder

Contested financial position

Reconstructed financial flows and tested management calculations to identify the disputed quantum drivers.

OutcomeA defensible exposure range and negotiation position that focused the settlement discussion.
Read HALD Signals

Independent interpretation of developments relevant to disputes, transactions and board decisions.

How an engagement starts

Email to connect → Independence check → Scope & secure intake → Decision-ready findings

No privileged or highly confidential information is needed initially; an early discussion can take place without sharing legally privileged material.

Optional structured review

Rapid Case Assessment

Focused. Fixed-fee. Decision-ready.

A defined financial question tested before a legal or settlement position hardens. Scope, document set, deliverables, timetable and fee are agreed in writing.

Financial facts · Model logic · Exposure range · Decision options

Explore the Rapid Case Assessment