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.
Managers Pressure Hedge Admin Shops for Juiced-Up Tech
/in NewsGrowing 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
/in NewsIt’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
/in NewsThe 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 […]