Paddock In the Market
Amazing body of work. Again. Props, Steve and Crew! #fintech #m&a
FT Partners publishes flagship 2020 FinTech Almanac featuring the most comprehensive FinTech deal activity data on private company financings, M&A, IPOs and SPAC transactions globally – check out the report here: https://t.co/9XFryaplZV #FinTech #FinTechDealActivity
Great podcast hosted by @Tery_OMalley with Alan Meaney of Fund Recs. Fund Recs' new initiatives will lead the way in the next wave of investment management firm automation innovation.
https://t.co/JXvJAMIRUS
#fintech #data #datamanagement #leaders
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.
A New and Developing Model of Outsourced Fund Administration Services is Gaining Traction
/0 Comments/in News /by DesignityBill Salus, CEO and Founder of Paddock Consultancy, James Wheatley, president for the Americas at Mainstream Fund Services, Spencer Hoffman, partner at Lovell Minnick Partners, Treabhor MacEochaidh, head of debt services at MUFG Investor Services, and Ryan Burns, head of global fund services for the Americas at Northern Trust speak with Tom Stabile from FundFire about their thoughts on […]
The Fund Administration Business Model is Changing, Driving Firms to Rethink How They Distinguish Themselves
/0 Comments/in News /by DesignityBill Salus, CEO and Founder of Paddock Consultancy, speaks with Terrance J. O’Malley in TJO Management’s most recent Operational Leaders podcast. Drawing on three decades working with asset, fund, and investment firms, Bill shares his deeply experienced perspective on the current state of the fund administration business, how he sees the business transforming, how firms […]
The Beat Goes On….Continuing The Trend of Fund Administration M&A Activity
/0 Comments/in News /by DesignityAlan Meaney, CEO of Fund Recs, and Bill Salus, CEO and Founder of Paddock Consultancy, discuss historical trends in Fund Administration M&A, as well as thoughts on the impact of today’s environment on the future. Read More