Services

We provide services in the following areas:

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MARKET STRATEGY

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PORTFOLIO STRATEGY, IMPLEMENTATION, AND REPORTING

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PARTNER DUE DILIGENCE

  • Investment Target Markets

  • New Product Development

  • Forecasting and Advanced Econometrics

  • Research Outsourced Services

  • Market Subscription Services

  • Customized Dashboard & Risk Screens

  • Custom Research & Consulting

  • Creation / Review of Reporting Systems

  • Portfolio Strategy and Pacing Plans

  • Portfolio Review and Risk Analysis

  • Investment and Reporting Policies

  • Fiduciary Opinions of Related Party Transactions

  • Identification and Review of Potential Partners

  • Term Analysis and Negotiations

  • Fee Analysis

New York Office

ASSET DUE DILIGENCE

Fountain at the Harbour

CAPITAL AND COMMUNICATIONS

DATA ANALYTICS

  • Fiduciary Opinion of Related Party Transactions

  • Highest and Best Use Analyses

  • Appraisal Reviews

  • Hold/Sell Analyses

  • Capital Formation Strategies

  • Marketing Communications

  • Client Communications

  • Data Analytics and Strategy

  • Data Product Development

  • Operational Best Practices

  • Integrative Dashboards

  • Process & Reporting Efficiencies