“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.”

“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.”