Areas of Focus

Fund Launches

Assisting with the development and launch of new funds. Navigating through the combination of legal/compliance requirements, the expectations of investors, and fund economics.

Deconstructing workflows and processes to eliminate redundancies and find more efficient ways to get the job done. Technology and digitization are completely transforming many processes, enabling companies and their employees to focus on ‘value add’ activities rather than routine (yet important) processes.

Assisting companies in determining their optimal capital stack and working with debt and equity providers.

Financing and Capital Strategies

Joint Ventures, M&A, and PMI

Operational Model Review

Process Improvement (particularly around Digital Transformation)

Negotiating joint venture structures and arrangements. Leading merger and acquisitions reviews, negotiation and documentation. Assisting with (critically important) post-merger integration.

Reviewing operational models and structures for groups/functions to enhance alignment with organizational strategy. Creating the conditions for the group/function to strongly enable and support the business achieving its goals and objectives