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.
Saving Money – October 2016
/in NewsSaving money seems to be top of mind for investment managers, particularly on cost of infrastructure…we call it Total Cost of Ownership at Paddock, and it refers to the growing costs of supporting technology and third party providers, from front to middle to back office…SEI’s recent paper on the costs of middle office show upwards […]