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.
The Fund Administration Business Model is Changing, Driving Firms to Rethink How They Distinguish Themselves
/in NewsBill 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
/in NewsAlan 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
Silicon Valley Comes to Investment Operations
/in NewsOutsourcing fund administration is a big decision, and one that many fund managers have historically been reluctant to make. However, over the past few years, investor needs have driven increased administrative demand on funds of all sizes, and many GPs have begun to realize that in-house fund administration is often a misuse of precious resources. […]