How We Engage
FUND ADMINISTRATION
AND OPERATIONS
Contracted by alternative and other fund administration firms to provide transaction support, market insights, and deal guidance for administrators looking to buy or sell in the fund services market.
PRIVATE EQUITY FIRMS
Retained by private equity firms looking to invest in fund administration and fund servicing companies, to formulate acquisition and growth strategies and to provide market and trend analysis.
FINTECH/REGTECH FIRMS
Engaged by FinTech and RegTech firms in the investment servicing space as “river guide”, helping navigate growth initiatives and target markets, and serving in Advisory Board capacities.
ADVISORY BOARD
MEMBER
Named as Advisory Board member to fund administrators expanding into broader, private equity markets, and by global fund administrators to develop targeted acquisition profiles.
GLOBAL MUTUAL
FUND MARKET
Contracted by institutional investors and private equity funds to assist in the development of value creation plans, targeting transfer agency and fund accounting business.
GLOBAL TRANSFER AGENCY TECHNOLOGY
Engaged to lead and facilitate system solutions evaluations, implementations, and strategic reviews by fund administrators and third-party providers.
GLOBAL TRANSFER AGENCY OPERATIONS
Retained to advise executive steering committees, program managers, and global fund administrators on organizational best practices, risk mitigation, and relationship management.
BROKERAGE OPERATIONS
Engaged to support M&A transaction activity and due diligence processes, vendor lift-outs and conversions and integrations to support growth, cost reductions, and compliance management.
Fund Admin Shake Up – May 2017
/in NewsHedge Fund Managers Shake Up Fund Admin Business Article by Lydia Tomkiw May 10, 2017 | www.fundfire.com Cost and dissatisfaction with the quality of service are driving hedge fund managers to switch their fund administrators amid continuing merger and acquisition activity in the space, a new survey shows. And managers are also turning over other service provider relationships, […]
Hedge Fund Trends – May 2017
/in NewsThe Five Key Operational Trends Reshaping Hedge Funds by Bill Salus for HFMweek.com Several watershed trends are impacting managers in significant ways… Read Here
Real Assets Managers Step Up Fund Outsourcing – May 2017
/in NewsReal Assets Managers Step Up Fund Outsourcing Article by Tom Stabile May 31, 2017 | www.fundfire.com Private real estate and infrastructure managers are following in the footsteps of their private equity peers that in recent years have bumped up their use of third party fund administrators, largely responding to pressure from institutional investors. The market for real assets managers using […]