Prime Brokerage and Clearing:

Our understanding of the clearing industry and experience building prime brokerage platforms positions us to provide detailed analysis on the best partners for your business.

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Core Capabilities:

  • Transition services between Prime Brokers
  • Deep understanding of providers and cost structures
  • Fixed Income product expertise in MBS, ABS, CMBS, CDO, Global Rates and Managed Futures
  • Crisis management response and remediation (ex. off-boarding by Prime Broker)
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Operations and Administration:

The quality of your operational controls can drive your company to the next level, or put your business at risk and leave you behind. We help you create scalable infrastructure platforms and strong governance programs to keep you ahead of the competition.

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Core Capabilities:

  • Interim and part-time COO support
  • Operational infrastructure design and review
  • Operational risk management
  • Due diligence management and reviews
  • Systems conversions and large-scale implementations
  • Board and Trustee memberships
  • Regulatory reviews and governance programs
  • Staffing strategy support
  • Counterparty line and limit negotiation
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Business Strategy and Acceleration:

We’re here to help you achieve your goals by creating a strategy to get your business started, or sustain historical success. Whether you are a start-up or existing entity, we tailor a strategy to get results.

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Core Capabilities:

  • Manage fund launches from "Concept to Go-Live"
  • Client market segmentation and strategic positioning
  • New product and business line analysis
  • Acquisition analysis and integration
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Distribution and Funding Strategies:

Our experience and connectivity across the markets assists us in creating an efficient plan for distributing your products and services. We look to traditional channels as well as identifying new approaches to reach prospective clients.

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Core Capabilities:

  • Investor funding and seeding strategies
  • Sales management plans for channel and territory coverage, training, metrics, and compensation
  • Product distribution plans across all channels
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