Reposition and grow an established business.
You have an existing team and business plan, and want to gain better results. We provide a fresh perspective to help you evaluate what can be improved. More importantly, we execute some changes with you. Some examples below.
CALIFORNIA-BASED RISK management consultantS
This San Francisco Bay Area team is a trusted boutique corporate benefits and insurance advisor to small- to mid-size companies in the technology or investment management sectors. They seek team players who understand and have experience with both risk management and their client base. We provide that unique perspective and value add, helping them capitalize on new business opportunities.
“There is a way to do it better - find it.”
san francisco-based real estate fund advisors
Two managing directors and their small operational team have a history of advising high-net-worth investors on private real estate investments. They design an innovative investment club for an anchor wealth advisor client, and want to dedicate resources to identifying and developing new similar relationships. We help these leaders develop and execute their marketing plan, working with the team to prepare the collateral that institutional clients require.
New york-based alternative investment talent advisors
This small team has become the leading boutique talent advisors to the hedge fund, private equity and real estate investment business over a decade by placing the most senior investment and fundraising experts at numerous firms around the world. When the founder has to take a two-month leave of absence due to personal issues, we step in to act as the interim business leader and manage existing talent searches.