WORKING WITH YOU AND YOUR SHAREHOLDERS

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WORKING WITH YOU AND YOUR SHAREHOLDERS

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Fund Turnaround

We perform an independent analysis of your fund’s financial health, position, and circumstances to identify the appropriate strategic solution for your fund’s short- and long-term success.

Following the recommendation of the most appropriate repositioning strategy, we will work with you and your stakeholders to draw up an appropriate repositioning plan to effectively execute the new fund strategy.

We can also assist in the execution of the plan through lead advisory and due diligence roles in selling, merging or otherwise restructuring all or part of a fund.

Our Services

We help investment managers communicate complex investment data to investors with clarity and simplicity

GROWING, MANAGING AND 
PROTECTING WEALTH

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