Asset Management and Proprietary Investments
Our clients seek deep and lasting strategic and operational improvement on growth and performance. We provide counsel on issues in strategy, organization, earnings improvement, operations, and sales and marketing. We also partner with clients to develop sound observations about the future state of the industry and to make strong strategic choices that will enable them to adapt and thrive in a changing market. Our collaborative and fact-based approach relies on deep proprietary research that spans all institutional and retail segments, asset classes, and products, such as exchange-traded funds.
The firm’s goal is to deliver enhanced returns and capital preservation over the long-term through a rigorous application of our intellectual and financial capital. All of our businesses reflect our strong partnership culture, commitment to exceptional performance, and uncompromising integrity.
Structured Wealth Management
We help company owners to prepare for a maximum-value using a three-phase support model that covers planning, preparation, and execution for auctions and initial public offerings. We work with clients to develop and communicate clear and coherent business plans and offer seven core support modules, including sell-side documentation for bidders and financers. We bring an informed view of industry-shaping trends, a clear line of sight on key risks and how they might affect the business, and deep understanding of the buyer landscape and preferred exit route.
Our work with clients in pre-diligence investment screening is varied and tailored to their specific needs. We help identify and qualify investment opportunities by leveraging a systematic process to screen and reveal potential targets and provide proactive, investable insights and thematic ideas. Our flexible model allows for a wide range of configurations, from targeted analysis to fully-integrated due diligence. We also offer in-depth, customized workshops and access to proprietary research and data. Our approach to due diligence is flexible and analytics-driven, incorporating extensive industry experience.
Liquidity Earning Strategy
To ensure the long-term health of the portfolio, we measure opportunities against investor capabilities, risk appetite, and existing portfolio contents. We support clients in assessing possible partners and developing market-entry strategies. By applying a systematic approach, we help assess the full range of private and public options for funding infrastructure assets. Our proprietary models enable us to identify risk, advise on assess risk mitigation approaches and their implications on financing strategy.
Our global presence enables us to help clients analyze the risk-adjusted attractiveness of specific geographies, asset classes, and venture capital and evaluate the impact of potential opportunities. To ensure the long-term health of the portfolio, we measure opportunities against investor capabilities, risk appetite, and existing portfolio contents. We support clients in assessing possible partners and developing market-entry strategies.
In collaboration with our colleagues from the Corporate Finance practice, we identify and assess investment opportunities that are consistent with our client’s broader strategic objectives. We help clients understand the potential for value creation, including opportunities to improve an asset’s value position, operating performance, project execution, regulatory management and—if possible—opportunities for revenue growth.
By applying a systematic approach, we help assess the full range of private and public options for funding infrastructure assets. Our proprietary models enable us to identify risk, advise on pricing, and assess risk mitigation approaches and their implications on financing strategy. We also help clients directly link their corporate and business unit strategies to their various financing strategies.
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Our Infrastructure Practice serves investors—including infrastructure funds, pension plans, sovereign wealth funds, insurance companies, banks, development banks, national infrastructure banks, and high-net-worth individuals— throughout the life cycle of an investment. Working closely with colleagues in complementary practices, such as Corporate Finance and Private Equity, our global network of consultants brings deep expertise and innovative analytical tools to each project.