Strategic Advisory

Process; economics and terms; sourcing capital; diligence; key issues; negotiation; execution

Firm positioning & branding; product & business development; organic growth initiatives; macro-economic insights; P&L/financial review; geographic expansion opportunities; review of docs/capital structure

Fundraising strategy; marketing recruitment; investor presentation review/drafting; investor insights; connecting clients to Arch’s global investor network; potential investment of Arch’s principal capital and/or other relationship investors for underlying funds; co-invests

Organisation design; strategic hires, compensation review; re-equitization/alignment; succession planning; key person risks; equity/carry issuance

Manager EV methodologies and modelling; preparation for and advising on minority capital raising/strategic buyer process; sourcing strategic partners or long-term financing; selecting the optimal investment bankers; Bolt-on M&A; selective “buy-side” advice to larger asset management firms if no conflicts