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We offer finance, compliance and legal solutions for companies in all stages of growth. Whether you are just starting, have hit scale or are experiencing the need to reduce or refocus, we have experience helping companies like yours.
We offer finance, compliance and legal solutions for companies in all stages of growth. Whether you are just starting, have hit scale or are experiencing the need to reduce or refocus, we have experience helping companies like yours.
At the Begining & During Early Stages of Growth
At the Begining & During Early Stages of Growth
Setting upCompanies start with a strong business plan and good partners, but can quickly become lost in the minutia of clerical work or get too busy with the product or service and don‘t want to spend their valuable time on the middle or back office work. We can help, because we have been there. We have started companies from scratch, as well as advised numerous small businesses. We understand the there is no way to rush this process. Every hour you spend on setting up your company is an hour you don’t spend on building meaningful connections with your clients. Let us handle the set-up so you can focus on what matters.
Leading behind the scenesOnce a company is active, you need a strong executive team that you trust to handle the legal, finance and compliance work. Unfortunately, this work is not directly related to you building your product or reaching clients, so can be a financial and time drain on your resources. This is where we can help, with the ability to scale up or down, depending on your budget and needs.
Our experience
We have been founders of small firms, employed at start-ups supported by venture capital, and helped small family businesses thrive in competitive international environments. While working with asset managers, registered investment advisers, private equity firms, hedge funds, and distribution firms, our work has often occurred during periods of significant growth (assets increasing twenty-fold in three years) or stagnation (layoffs, and cost cutting measures).When Companies Start Reaching Scale
When Companies Start Reaching Scale
Responding to a new regulation or products
A stable company must continually transform to stay competitive. Be this by creating new products, by entering new markets or by responding to a new regulation, we help clients navigate each change, and can do the same for you.
Implementing AI and automation
Improving operational efficiency starts with smart systems by organizing, structuring, and automating repeatable processes, we cut costs, reduce frustration, and unlock smoother, more scalable operations. At scale, even simple tasks—like reviewing marketing materials for regulatory compliance—can become costly and time-consuming. We help your team automate these repetitive processes, so you can stay focused on higher-value, strategic work.
Our experience
Combined 60+ years of experience working with banks, law firms, asset managers, private equity firms, and consulting firms ranging from single contributor to executive positions in finance, compliance and legal departments.
During Times of Renewal or Reduction
During Times of Renewal or Reduction
Providing coverage when downsizingHuman capital is expensive and difficult to scale up or down efficiently. That is where we can help. By outsourcing some of your executive functions to us during times of volatility, you can focus your efforts on servicing your clients. We provide coverage that is there when you need it, but not a drag on the bottom line when you don’t.
Rightsizing programs based on opportunity and riskVolatility in markets requires a continual evaluation of risk versus return. We help companies make this determination by taking a macro view, and then understanding what is necessary for micro-level implementation. Once you decide where you want to head next, our experts take care of the back-office needs required to get you there.
Our experienceWe have significant experience helping companies during periods of financial downturns or renewal, from divesting a division of the company in order to focus on more strategic revenue streams to implementing an IT solution that provides key leverage. We help improve the operational efficiency and risk management at companies in order to give each a competitive advantage.
Powering transformation at every stage
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