How We Engage
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.
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.
Named as Advisory Board member to fund administrators expanding into broader, private equity markets, and by global fund administrators to develop targeted acquisition profiles.
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.
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.
Industry Change Continues – March 2017/in News
Directly speaking, there is no doubt that the investment management space is being hit by the most disruptive series of forces in its history. Commercially, fees are being driven down, regulatory requirements have become increasing complex, compliance frameworks are under constant scrutiny, high infrastructure costs are driving accelerated outsourcing trends, distribution channels have become expensive […]
Hedge Funds Look to Private Equity – January 2017/in News
Hedge Admin Shops Stretch Deeper into Private Equity Biz By Lydia Tomkiw January 11, 2017 | www.fundfire.com Fund administrators are increasingly looking to private equity and other alternatives as areas of growth for 2017, following a difficult year for the hedge fund industry in which liquidations are on track to outpace launches. That also will follow another active year of […]
Private Fund Tech Upheaval – November 2016/in News
Hamilton Lane Bets on Private Fund Tech Upheaval Article by Tom Stabile November 9, 2016 | www.fundfire.com Hamilton Lane’s latest corporate investment in a data analytics firm aims yet again at an opportunity it sees brewing in its own backyard – its private equity peers automating systems and operations and upgrading from the market’s low-tech roots. The private equity […]