Recent Projects

Strategic Growth Strategy Assisting a UK broker develop a strategy to triple revenues over 5 years. Business Acquisition Assisting a UK broker, with a JV partner, acquire a complementary business. Asset Management Start-Up Setting up an asset management business for a seed investor. Risk Management Helping a UK Broker with no risk management structure develop a risk matrix with relevant stress tests, review and governance structure.

Transition The planning and management of a 6-month transition of a
FS business from corporate ownership to management/PE
ownership - including moving offices in London, NY,
Hartford, CT, Hong Kong and to establish one in Tokyo. Clearing and settlement outsource Providing a needs analysis, comparing alternatives, making a 'best fit' proposal, and executed the transition to a new provider. Office Relocation