Paddock In the Market
“The first thing that a [fund] manager needs to understand is, can the fund administrator actually handle, or have experience with, its investment strategy?”
~ Bill Salus, Founder & CEO of @PaddockConsultancy, from the Operational Leaders podcast:
https://t.co/FByh3pYAYx
“The [fund admin] business is really, at the end of the day, a very personal decision between the manager and the trust and relationship it has with its fund administrator.”
~ Bill Salus, CEO of Paddock Consultancy, from the Operational Leaders podcast:
https://t.co/FByh3pH06Z
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.
NES Financial – October 2017
/0 Comments/in News /by DesignityNES Financial Announced as a Sponsor at the Third Annual Privcap Game Change: Real Estate 2017 Event Silicon Valley FinTech company showcases innovative fund administration solution for private equity real estate industry Silicon Valley, CA, October 24, 2017 – NES Financial, a market innovator in fund administration solutions for the private equity real estate industry, will […]
New Fund Admin Acquisitions – October 2017
/0 Comments/in News /by DesignitySS&C, Apex Joust with New Fund Admin Acquisitions Article by Lydia Tomkiw October 25, 2017 | www.fundfire.com A wave of merger and acquisition activity shows no signs of slowing down in the fund administration space, with Apex Fund Services just last week announcing its acquisition of Deutsche Bank’s alternative fund services business. That’s after SS&C Technologies had its own latest addition earlier in […]
Data Revolution to Upend Fund Admin Business Model – July 2017
/0 Comments/in News /by DesignityData Revolution to Upend Fund Admin Business Model Article by Tom Stabile July 12, 2017 | www.fundfire.com Private equity fund administrators are moving beyond core accounting tasks toward becoming critical hubs for systems and functions firm-wide as their fund manager clients face increasingly complex data demands from investors, regulators, and new product initiatives. The march is on […]