Behind every engagement is a client with a unique goal. This case study illustrates how we collaborated closely with an organization to solve complex challenges, unlock opportunities, and drive meaningful results.
Large Institutional Asset manager seeking to build footprint in US market
International organization with limited US presence sought to build-out US distribution and infrastructure
Assessed investments, operational infrastructure and distribution support to develop a defined strategy for US asset growth
Built strategic Business Plan targeting specific investments for distribution, including marketing support, operations requirements and infrastructure including resources and technology requirements for plan's implementation
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