Consulting & Advisory Services

Industry Experience

With more than 25 years of experience working with world-class investment firms, we have ‘sat in the COO/CFO seat’ alongside top managers, from inception to multi-billion AUM firms. We have long-term industry relationships across service providers and investors. We have successfully navigated through various market cycles, including the 2008 financial crisis. We take a 360-degree view of the business, having been employees, general partners, owners, and investors/allocators. In short, we put ourselves in your shoes because we’ve been in your shoes.

Customized Solutions

We offer cost effective and efficient solutions for managers at all lifecycle stages.

• We help you hit the ground running so you don’t have to wait on a COO/CFO search

• Significant cost savings — no long-term commitment/equity to a full-time COO/CFO

• Reduced costs/lower overhead burden for emerging managers

• Educate the founders to be more effective business owners

• Work with managers to interview, hire, train a permanent COO/CFO, when needed

• Transition to Advisory role at the sole discretion of the manager

• No recruiting fees, benefits, no surprise/hidden costs

Client Commitment

We choose who we partner with and limit the number of engagements to ensure proper service and attention to your firm.

Our Advisory Board

 Howard Altman • Frank C. Meyer • Matt Rosenthal • Andrew Lester, CPA