Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.

– Lou Holtz

Strategy | Transformation | Process Improvement | Merger Integration | Broadridge | Compliance & Risk | Staffing

Strategy and Optimization

Identifying business or technology problems and developing solutions, assessing and improving business models, developing roadmaps for change, and optimizing processes


Implementing organizational, technology, or business changes; system implementations, conversions, or integrations; business build-outs; outsourcing; etc…

Process Improvement

Solving business, technology, or operational challenges. Back office operations, finance and accounting, technology, securities processing, infrastructure, etc…

Merger Integration

Post-merger integration, implementation of divestitures, consolidations, and outsourcing (BPO)

Compliance, Risk, and Regulatory

Program management and staffing for risk management and oversight programs. AML, CCAR, Dodd Frank, Volker, Basel, FBO, etc…

Staff Augmentation

Staffing and placements of subject matter or process experts across business, technology, regulatory, and operational functions.