Financial Service Firms

We work with small and large financial service companies to help them grow their businesses and align their processes for optimal performances.

Projects include:

• Review of recruiting, training, and team structure for ultimate alignment with firm culture and goals
• Review of client on-boarding process and due diligence to insure compliance with regulatory requirements
• Review of vendor relationships for optimization

New Businesses

We work with start-ups and new businesses to help align their vision with actionable plans.

Projects Include:

• Brainstorming sessions customized to the firm’s culture. We simplify and clarify goals and create a concise summary of the firms objectives
• Review of the firm’s business strategy and construct action steps for achieving success
• Branding and marketing strategies
• Review operational processes and personnel needs

Hedge Funds & Investors

ALC has in-depth knowledge of hedge funds and institutional investors. Our understanding of the finance industry’s buy side provides unique vantage points to advise on the due diligence process or optimizing vendor services.

Projects include:

• Review of vendor services, fee structures, and fit within the organization
• Create or review Investor relations materials to attract individual and institutional investors
• Review or create due diligence questionnaires and processes for institutional investors

Professional Service Firms

To operate at peak performance in the finance industry, professional service firms must target the right clients and ensure that their personnel have a strong understanding of the industry. and how their roles impact their clients.

Projects include:

• Education and Training: ALC helps demystify the finance industry into its key components, roles, and responsibilities enhancing the firm`s ability to monetize relationships. Through customized training, employees gain a strong understanding of the finance industry and their clients’ role in the transfer of capital from investors to companies.
• Client Optimization: ALC helps professional service firms understand their strengths in a competitive landscape and target new clients or enhance services (gaining market share) for desired growth.

Higher Education Institutions

The finance industry is dependent upon new hires. Higher Education Institutions (e.g. colleges and universities) must help their students understand the myriad of career paths available. Upon completion of our workshop, students understand the finance industry and the roles that are best suited for them, which aids in the recruiting and interview process.