Westfleet Advisors is a litigation finance broker and advisor dedicated to serving claimholders and their counsel.

NAVIGATING THE WORLD OF LITIGATION FINANCE

What we do

Our clients succeed because they have every possible informational advantage.

Westfleet serves as a trusted advisor to lawyers and their clients who are exploring litigation financing. Our engagements are tailored to fit the specific needs of each of our clients. Whether we are engaged to broker a transaction in a competitive environment across our extensive network of capital sources or to consult on a specific aspect of a transaction already underway, we are here to ensure that our clients have total transparency into the litigation financing market and process.

Clients of Westfleet benefit from:

The Westfleet Advantage

Our team’s experience in the field of litigation finance spans two decades and is available to you.

We have advised on more transactions with a broader array of capital sources than any other industry participant. Throughout our extensive experience, we have been guided by an unwavering commitment to our clients’ pursuit of justice. We are dedicated to ensuring transparency and efficiency for lawyers and their clients throughout their exploration of litigation finance.

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What people are saying

The litigation finance market offers solutions that can be highly beneficial, but most clients are inexperienced with this market and may not always be presented with the most favorable terms. Knowing I can recommend an experienced, independent group like Westfleet Advisors is comforting because my clients rely on me to protect their interests. I want my clients to have every possible advantage in the litigation, including how they elect to finance it.
-Ronald J. Schutz Managing Partner– New York, Robins Kaplan LLP
I’ve known Westfleet’s CEO, Charles Agee, in the context of litigation finance for more than a decade. I’ve worked with him on some of my cases and have always found him to be knowledgeable about the subject matter and keenly sensitive to the ethical parameters by which we as lawyers are governed. He is truly one of the few experts in his field.
-William “Tommy” Jacks Fish & Richardson
Our company had a very specific need involving not just financing for litigation but also for general operating capital, and we knew finding the right capital provider would be challenging. Westfleet was instrumental in helping us devise a structure that would meet the broad spectrum of our requirements, and their knowledge of the litigation finance marketplace was critical to our successful fundraising. Having that level of expertise on our side was invaluable. In fact, having been through the process, I cannot imagine trying to navigate the litigation finance market without a partner like Westfleet.
-CEO Early-stage Technology Company

FOUNDER & CEO

Charles Agee

Westfleet is led by Charles Agee, a seasoned litigation finance executive with deep expertise in the financial, legal, and operational aspects of the litigation finance industry. He maintains an extensive industry network and has a comprehensive knowledge of the industry's competitive landscape.

For fifteen years prior to founding Westfleet, he was a capital provider in the litigation finance industry and has personally overseen the origination, investment diligence, and structuring of financing transactions in over a thousand complex litigation matters.

Mr. Agee began his career by co-founding one of the first litigation finance companies in 1998. Partnering with Wall Street veterans, he oversaw the construction of litigation finance portfolios in a variety of complex legal claims. He also was responsible for ensuring compliance of financing activities with legal ethics and other regulatory issues relevant to litigation finance and managed engagements with leading experts on these subjects in virtually every state.

In late 2013, Mr. Agee recognized an opportunity to bring greater transparency and efficiency to the litigation financing market and to deliver value to a broader audience. He founded Westfleet Advisors with a core focus of helping law firms and their clients navigate the litigation financing market more efficiently and with greater peace of mind.

Charles Agee is a Phi Beta Kappa graduate in Economics from Rhodes College.

CFO

Gretchen Lowe

Ms. Lowe is an expert in the accounting, taxation, structuring, and investment diligence of litigation financing transactions. For ten years prior to joining Westfleet, she operated in the litigation finance industry as a capital provider, working closely with Mr. Agee in connection with his portfolio management responsibilities.

Ms. Lowe also has significant experience managing relationships with outside litigation counsel, accounting firms, creditors, and other capital providers in connection with litigation financing transactions and is highly proficient in streamlining the litigation financing process.

Prior to her work in the litigation finance field, Ms. Lowe distinguished herself in Ernst & Young's tax practice. She previously managed an internationally syndicated credit facility for Fujikura International and also was a credit analyst for SunTrust Bank.

Gretchen Lowe holds a BA and Masters in Accountancy from Belmont University and is a Certified Public Accountant.