$76M Investment Management Solutions Provider
Represented client since start up in 2005, positioning the company for eventual sale to a NYSE-listed financial services firm in 2011 for $76 million; served as a close partner with client to build out brand awareness and reputation for a comprehensive technology platform for the hedge fund sector through to 2013.
Hedge Fund Administrator
Worked with client over a seven year growth story that included private equity partnerships for an investment tranche, M&A trajectory, and a management buyout to build a brand name in the fund services sector. Led deployment of strategic PR and Communications post-management buyout to drive brand awareness and sales leads to the alternative investment management, family office and trust industries.
$30B Established Institutional Investment Advisor
Representing client since 2012, built a media profile from zero visibility to regular weekly appearances on broadcast and trade media while also creating a thought leadership platform to showcase the firm’s expertise in alternatives and investment solutions for institutions, pensions, family offices, foundations and endowments.