Private Capital Solutions | Acquisition & Merger Advisory
INFRASTRUCTURE CONSULTING THAT GIVES YOU THE PEACE OF MIND TO FOCUS ON THE FRONT OFFICE.
Without a solid, scalable operating infrastructure your fund cannot operate today or into the future. Investors of all sizes mandate an institutional investment operating structure. Due diligence is focusing on depth, our team helps you operate to satisfy the most demanding investor.
Who we serve
We are a group of investment professionals experienced in designing and executing best-in-class support services to meet regulations, control checks and institutional investor mandates. We are experts in exceeding industry-wide investment and operational best-practices that attract and retain large institutional investors looking for transparency, operational continuity and an interim outsourced Chief Operating Officer.
What we do
We work with investment managers to tailor and implement cost-effective middle office, trade support and technical infrastructure. From designing effective operational controls and procedures, introductions to firms to support trade, portfolio and cash reconciliations. Clearglass can help clients design systems to mitigate operational risk, increase transparency and meet their fiduciary responsibility.
How we do it
We integrate and synergize our years of experience supporting portfolio managers, family offices, institutional trading desks and fund administrators to execute lean, appropriate, scalable solutions.
Capital Market Raise & Distribution Strategies
There are multiple components involved in building a winning strategy
Capital Market Raise & Distribution Strategies
Due Diligence
Consulting & Strategy
Operational & Investment Due Diligence Services. Start Up & Wind Down Services
Due Diligence
Consulting & Strategy
Office of the
COO
Outsourced COO and Strategy Consulting for Best in Class Operating Environment
Office of the
COO
Start Up & Wind Down Services: Strategy & Consulting
Increase Efficiencies, Performance and Enhancing Entire Organizations
Drawing on deep industry experience and exhaustive research, we collaborate with alternative asset management firms, traditional financial services firms, and other business entities to develop practical strategies that capitalize on opportunities presented by complex and uncertain financial markets.
Who we serve
We partner with senior executives and key stakeholders of investment management firms and financial services firms to carefully weigh possibilities, assess and manage risk, and ultimately select a strategic vision with the strongest potential for stakeholder value and success.
What we do
Business planning and implementation can be complex, time consuming, and highly sensitive. At Clearglass, our seasoned consultants provide solutions through corporate-level, growth-oriented operational strategies.
Our extensive array of services includes start-up infrastructure and service provider selection, technology selection and implementation, fund wind down, investment liquidation, among several other offerings.
How we do it
Clearglass's approach stems from a deep emphasis on our strong compliance expertise and decades of experience advising investment managers, hedge funds, private equity firms, venture capital firms, and a variety of other financial institutions.
This wealth of experience enables us to provide every client with insights and guidance that are unique and innovative. At Clearglass, we approach business strategy by finding exceptional, customized solutions for our clients that bolster their organizational efficiencies and their operational performance.
Areas of expertise
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Operations Strategy & Transformation
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Growth Strategy
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Business Continuity Management
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Operations & Infrastructure
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Technology & System Selection
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COO Services
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Liquidity Services
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Fund Wind Down
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Internal Control Reviews
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Mergers & Acquisitions