Rapid assimilation of acquired assets is key to achieving your financial goals; realizing value Day One is a must. We have a proven track record of managing the timely and seamless integration of people, processes and systems. We can act as your PMO, plan, staff and execute all aspects of your integration activities, or act as Subject Matter Experts to supplement your internal resources.

         † Comprehensive Planning & Execution Services – Managed the Operations &
                   Technology Integration Program of a $170B investment management firm –
                   from advisor consolidation, to front-office technology to back-office
                   consolidation. Delivered over 50 individual cross-functional projects on time
                   and on budget.

         † End-State Modeling – Designed the end-state operating model (business,
                   operating and technological infrastructure) for the integration of two
                   multi-manager investment firms.

         † Workforce Management – Designed and implemented an Organizational
                   Realignment Plan (including recommended staff reductions, reassignments,
                   and retention plans) for a back-office outsourcing initiative resulting from the
                   merger of two mutual fund firms