Paddock Consultancy

Bringing expertise and resources to clients in the asset servicing space facing the challenges of growth, expansion, and operating environments.

Paddock In the Market

Managers Pressure Hedge Admin Shops for Juiced-Up Tech

February 21, 2019/0 Comments/in News /by Designity

Growing investor demands to make the most of all their data is speeding ahead, putting pressure on administrators and causing some hedge funds to re-evaluate their admin relationships. That pressure for upgraded technology is mounting after the busiest year on record in merger and acquisition activity in the fund administration space. Hedge fund managers are looking for […]

Fund Admin Acquisitions Near Record Pace with Apex Deal

August 31, 2018/0 Comments/in News /by Designity

It’s full speed ahead for mergers and acquisitions activity in the alts fund administration space with Apex Group making the latest move, acquiring Custom House during a busy summer period that has 2018 already outpacing 2017 in the level of activity. The Custom House acquisition – announced Monday and set to close at end of the fourth quarter – […]

Automation Speeds Up as Hedge Funds Push Admins on Tech

August 13, 2018/0 Comments/in News /by Designity

The robots have arrived. They aren’t out of a sci-fi movie, but rather are working on the growing demands from hedge fund managers for their fund administrators to incorporate more technology, automation, and robotics into their processes. Hedge fund managers are increasingly asking for a range of performance information and analytics, including daily net asset […]

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NES Financial @NESFinancial·

07.07.20

Could third-party administration unlock your fund’s potential?

Join us on Wed., 7/22 at 11a PT for an important Private Equity conversation with @jtcgroup, @thomasjpowell, @PaddockConsult!

Event + RSVP details below!

#privateequity #fundadministration

https://t.co/D0Ic97pRle

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Harmonate @HarmonateDataOp·

07.06.20

Data operations for funds is getting more air time in the investment community. But how much of it is just buzzwords and jargon? We've been watching this wave come in, and helping others understand it: https://t.co/b3XCARHK0C.

#DataOperations #PrivateFund #PrivateEquity @RWW

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About

Paddock Consultancy’s Mission is to bring expertise and resources to clients in the asset servicing space facing the challenges of growth, expansion, and operating environments, through short term mission critical contracts through short term mission critical engagements and long term advisory relationships.

Services

ADVISORY BOARD
MEMBER

Hired as Advisory Board member to an administrator expanding into broader private equity fund administration markets. Hired by global fund administrator to develop targeted profile acquisition.

ALTERNATIVE FUND
OPERATIONS

Engaged regularly as a domain expert in the alternative fund administration and fund servicing space to provide commentary and strategic assistance with administrators and private equity investors.

OUTSOURCED
COMPLIANCE

Hired as an advisory board member to a c-suite outsourced provider in the outsourced compliance space and fund servicing space to provide commentary and strategic assistance with administrators.

GLOBAL MUTUAL
FUND MARKET

Engaged to assist an institutional investor/ private equity fund develop a value creation plan, targeting a transfer agency business in emerging markets.

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Testimonials

“Upon recommendation by a trusted third party, Bill was engaged as a corporate advisor to the Board. At a time of significant change in our business, he provided valuable strategic insight by developing and implementing a substantial plan to lay the foundation for our future growth plans. I would have no hesitation in personally recommending Bill and am confident that any business who utilizes his services is bound to gain immensely from his creative thinking and no-nonsense approach to business.”

President & COOCompliance Outsourcing

“Bill joined our advisory board to help guide us into new markets and new products. His familiarity with the private equity administration space was extremely valuable for us as we developed new messages, repositioned our firm and raised capital. Bill played an important role to myself as CEO and across our management team by providing practical advice not only on a strategic level, but on tactical projects as well.”

CEOPrivate Equity Fund Administration & Technology Company

“We worked with Bill and Paddock Consultancy to evaluate investment manager outsourcing for global middle office service provider. Bill’s expertise in the fund’s business provided great insight into expanded service opportunities and capabilities for the client. We worked with Bill and his team to review market opportunities for an alternative to traditional investment managers, including their operating model and fee structure. As a result, the client was able to quickly develop and initiate their ‘go to market’ strategy. The client was very impressed and pleased with the team’s industry expertise and ability to quickly turnaround the deliverables within the target deadlines. We look forward to working with Bill and his team in the future.”

Managing PartnerInvestment Operations and Technology Consulting Firm