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Clients

We have worked with leading financial, technology, and other institutions in North America, Europe, and Asia on a wide range of high-profile engagements across our areas of expertise.  The clients we serve include:

• Sell Side Securities Firms,  including banks and broker/dealers
• Buy Side Investment Firms, including traditional asset managers, hedge funds, private equity / venture capital firms, and wealth management firms
• Exchanges and Execution Venues
• Retail/Corporate Banks
• Insurance and Real Estate Firms
• Financial Information and Technology Vendors, including providers of market data, software, hardware, network/connectivity, hosting, etc.
• Service Providers to the Financial Services Industry, including fund administrators, custodians, securities lawyers, etc.
• Non-Financial Corporations

MANAGEMENT CONSULTING