Litigation Finance.
Exceptional Returns.
We provide access to selectively sourced litigation finance opportunities through a disciplined, research-driven process that combines rigorous legal diligence with comprehensive financial underwriting.
Important Disclosure: Investment opportunities are available only to qualified purchasers and accredited investors as defined under applicable securities laws. Past performance is not indicative of future results. All investments involve risk, including potential loss of principal.
Why Litigation Finance [1]
Litigation finance provides attractive risk-adjusted returns and low correlation to traditional markets through sophisticated legal case analysis.
Uncorrelated Returns [1]
Litigation outcomes are independent of market movements, providing portfolio diversification and stability.
Expert Legal Analysis [1]
Our experienced legal team conducts rigorous case evaluation to identify strong opportunities and manage risk analysis.
Institutional Quality
Institutional-grade due diligence, legal vetting, reporting, and governance standards for sophisticated investors.
About Us
Leaders in Litigation Finance
Founded by seasoned investment professionals and led by experienced lawyers with deep expertise in litigation finance, we bring institutional investment discipline, rigorous legal analysis, and sophisticated financial structuring to create value for our investors.
Our Mission
We exist to deliver superior risk-adjusted returns to investors through strategic investments in carefully selected personal injury cases. Our approach combines rigorous fundamental analysis with sophisticated financial structuring.
Every investment decision is guided by our commitment to thorough due diligence, ethical conduct, and alignment of interests between our investors and firm.
Our Values
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Integrity
Unwavering commitment to ethical conduct and transparency
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Excellence
Rigorous analysis and institutional-quality execution
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Partnership
True alignment with our investors and stakeholders
Our Senior Team
25+ years of experience in their respective roles | ~20 employees | Over half of the team are Legal Professionals (including four attorneys)
Casey Gard
Managing Member & CEO
Principal, Morgan Stanley
Portfolio Manager, Calypso Capital Management
MBA, Fordham University
Paul Szep
CCO & CFO
FINOP for a NY based broker dealer
B.S. in Accounting from Montclair State University
Certified Public Accountant (inactive)
Matt Dolman, Esq
Head of Underwriting
Led over 1,000 cases
Secured more than $400 million for his clients
Frequent legal analyst on CNN, Fox News and other national outlets
J.D. from Stetson University
What We Do
Strategic Litigation Finance
We provide investors with access to carefully curated litigation finance opportunities, leveraging deep legal expertise and rigorous financial analysis to deliver attractive risk-adjusted returns.
Investment Focus Areas
- Traditional Personal Injury
- Medical Funding
- Mass Tort Litigation
- Law Firm Equity Investment
- Attorney Fee Sharing
Investment Criteria
- Strong merit and enforceability
- Experienced counsel and claimants
- Visible case duration and recovery
- Risk-adjusted return targets of 15%+
- Efficient capital deployment
Our Investment Process
Deal Sourcing & Initial Screening
Source opportunities internally through underwriting team, as well as law firms, referral networks, and proprietary channels.
Underwriting & Legal Due Diligence
Perform detailed legal and financial diligence, including merits analysis, damages assessment, budget review, duration modeling, and expected levels of case compensability.
Structuring & Approval
Customize investment terms and governance structures tailored towards our Investment Committee's rigorous standards.
Capital Deployment & Active Monitoring
Deploy capital in tranches tied to velocity of incoming accepted cases.
Resolution & Capital Recovery
Monitor case resolution possibilities including mediation, settlement, or trial outcomes.
Introduction
Understanding Litigation Finance
Litigation finance is a sophisticated investment strategy that provides capital to fund legal cases and settlements, offering attractive returns uncorrelated to traditional financial markets.
What is Litigation Finance?
Litigation finance involves providing capital for legal cases with strong merits in exchange for a percentage of the settlement or judgment. This investment model enables meritorious cases to proceed and creates opportunities for risk-adjusted returns independent of traditional markets.
The litigation finance market has grown as investors seek diversification and improved risk-adjusted returns. Professional managers with deep legal expertise have become essential to identifying strong cases and structuring favorable investments.
Market Opportunity
We believe the U.S. litigation finance market is underpenetrated and is experiencing growth as demand for case funding increases.
Investors recognize the attractive risk-return profile of litigation finance, particularly when managed by experienced teams with strong legal expertise and rigorous case selection frameworks.
Key Benefits for Investors
Uncorrelated Returns [1]
Litigation outcomes are independent of economic cycles, providing genuine portfolio diversification.
Attractive Risk-Adjusted Returns
Rigorous case selection and portfolio construction deliver compelling returns with managed downside.
Underpenetrated Market
The investible market, partiularly in personal injury claims, is experiencing robust growth by evolving funding models and increasing institutional interest.
Increasing Need of Capital
Law firms increasingly need capital partners to originate and manage large case inventories.
Risk Considerations
Case Outcome Risk
Individual cases may result in complete loss; portfolio construction and diversification are critical. Rigorous legal due diligence helps mitigate this risk.
Single-Case Concentration Risk
Large exposure to a single case could materially impact the portfolio. Balancing shorter-duration, lower-risk cases with higher-upsde mass tort or specialty cases is key to diversify this risk.
Regulatory Environment
Litigation finance regulations vary by jurisdiction; experienced teams monitor regulatory developments and adapt strategies accordingly.
Illiquidity and Timing
Cases have unpredictable timelines; capital may be deployed for extended periods. Cash flows are back-ended, with distributions occurring after case resolution.
Operational and Execution
Inefficient monitoring or case management could reduce recoveroes or delay returns. A dedicated team og legal and operational professionals actively monitoring the investments is crucual to mitigate this risk.
Interested in learning more about litigation finance investment opportunities?
Contact Us
Get in Touch
We welcome inquiries from qualified investors, family offices, and registered investment advisors seeking exposure to litigation finance opportunities.
Office
1680 Michigan Avenue, Suite 817
Miami Beach, FL 33139
Connect With Us
Follow us on LinkedInInvestor Relations
Contact our investor relations team at ir@gfoamllc.com.
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