A few recent examples of our work include:

Situation -- Retained Search:
A high quality mid-sized private wealth manager engaged us to search for an analyst/portfolio manager to add to its staff. This is our second such engagement for this client, having previously recruited a portfolio manager for this firm.

Result:
Search is currently underway with several qualified candidates identified.


Situation -- Team Lift-out:
A global investment manager with broad expertise in both traditional "long-only" as well as in the "alternative" asset classes in a rapid growth mode was looking to add to, and round out its existing product offerings. We were engaged to assist in identifying and recruiting experienced teams to join their platform.

Result:
We identified and recruited an outstanding nine person team with active global quantitative investment management experience.


Situation -- Strategic Consulting:
A small institutional investment manager who was frequently being approached about possible business combination opportunities was interested in understanding "how" to value its business.


Result:
We completed a strategic evaluation of the business, analyzing the basic economics and industry perspective on comparable transactions. We provided strategic recommendations on maximizing the value of the firm to any potential suitor and as well on minimizing potential business operating risks.


Situation -- Acquisition Assistance:
A large U.S. based investment management firm looking to leverage its existing product line up of top performing mutual funds by adding incremental scale engaged us to assist their in-house effort targeting candidates for possible acquisition/roll-up.

Result:
We generated significant interest in the marketplace representing this client and their acquisition objectives and closed a transaction.