Recent Consulting Projects

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Long-term assignment to a major global bank. Helped write the plan to restructure the equity trading operation, resurrect the transition management offering and launch a new outsourced trading business. We also assisted in the evaluation of several Strategic Investment opportunities.

A well-respected VC was considering an investment into a new Equity oriented ATS.  We were engaged in producing a detailed report including the evolution and current landscape of the industry, a thorough evaluation of the target ATS, including an assessment of the target business's operating model and prospects for success. 

We have partnered with key stakeholders in several Fintech startups to facilitate their launch. Projects included creating and reviewing go-to-market strategies, compliance infrastructure, sales compensation models, client introductions, recruiting, and product development.

We have helped structure strategic partnerships to fill gaps and gain scale.

Leveraging expertise in equity market structure and liquidity management, we interviewed the global heads of trading and international leaders of equities at large broker-dealers and asset management firms to evaluate the industry's ability to project volume in equity markets and assess significant industry trends.

Engaged by a large consulting firm as an expert in the equity order management space to facilitate vendor selection deliberations for their client.