Advisory
What We Do
Three areas of work, engaged independently or in sequence.
Corporate & Entity Governance
Defines how legal entities, ownership structures, boards, and corporate governance frameworks are owned, controlled, and maintained across the platform. Covers entity lifecycle, authority, approvals, documentation, and how legal, finance, compliance, and operations work together.
Investment Governance
Turns mandates, guidelines, and constraints into systems enforced in day-to-day portfolio management. Covers monitoring, limits, pre- and post-trade controls, and how investment teams, risk, compliance, and operations interact, including operationalization of CLO indenture rules, rating agency tests, and structured mandate frameworks.
Platform & Operating Model
Extends governance work across the broader firm, where processes, ownership, and data break down across compliance, risk, treasury, finance, legal operations, and the systems that connect them. The broadest engagement scope, typically running alongside or extending from entity or investment governance work.