Trusted financial professionals working for you
Latest News
Please visit us again soon to learn about our latest developments and testimonials from loyal and trusted clients. Exciting new developments are happening at SHFS soon!
Your Partner for Financial Consulting
Our core competencies lie in multi-asset trading and business consulting. Thanks to our many years of experience and extensive network, our clients benefit from services far beyond the standard.
In addition to a sound basis of trust, transparency is crucial to us. Therefore, we offer you, for example, a flat rate for many of our services in advance, which includes all expenses, so you know from the outset what to expect.
We look forward to taking your values into good hands.
SERVICES
Expert Financial Guidance
Financial consulting is a broad field. However, all our services in this area have one thing in common – they ensure that you, as a client, always have the perfect overview of your figures.
SHFS's asset management consulting teams partner with asset management firms to analyze the strategic implications of changes in the market environment and convert them into competitive advantages. Our partnerships with global asset management firms have made a lasting impact, including work on many cost transformation, trading, and sales projects.
In addition to the reassuring feeling of knowing your values are in good hands, our diverse services free you from numerous administrative routine tasks, so you have more time for yourself and your company.
Strategy and Growth
Linking an asset management firm’s strategy to its growth objectives and corporate ambitions is at the core of SHFS’s mission. We have a strong track record of supporting clients in achieving their organic and inorganic growth targets, evolving their business models, and rethinking their strategies.
Marketing and Sales
Shrinking margins over the past decade have forced asset managers to focus on the bottom line as well as the top line, which has always been the most challenging. We address this asset management pain point by helping clients focus on some of the biggest drivers of revenue enhancement, including pricing, distribution, and sales force effectiveness.
Investment Management
Value creation through investment management is key to every asset and wealth management company. SHFS helps improve investment outcomes by using advanced analytics, streamlining investment management organization and operating model, implementing new methods of investment strategy development.
IT, Operations, and Support
While new tools and technologies allow for an unprecedented increase in operational efficiency, asset management firms face internal hurdles, such as legacy systems and siloed operations, as well as the external threat of cyber attacks. SHFS helps revamp technology strategies and transform operations and back-office functions, allowing asset management firms to better leverage their data and work in a more agile way.
Transformation
Today, asset managers face various challenges, making business transformation difficult. We help clients with transformational change across the value chain, enabling organizations to grow, build competitive advantage, and drive bottom-line impact.
OUR STORY
Trusted Financial Experts
With more than 30 years of experience, SHFS’s asset management M&A team has handled transactions of all kinds involving publicly traded and privately held asset management firms.
We are conversant with the wide variety of legal, financial, tax, regulatory, and commercial issues that these transactions present. As a result, we have developed considerable fluency in related disciplines — including tax, compensation, and the applicable regulatory regimes — and a deep understanding of the underlying investment products.
Our asset management M&A team has worked on a wide array of mergers and acquisitions, advising traditional retail and institutional managers with a limited suite of conventional products; diversified firms with numerous platforms offering a full range of products through multiple distribution channels; alternative asset management firms, such as hedge funds, private equity funds, and funds of funds; managers of specialized product offerings such as ETFs and CDOs; investment advisers; investment banks; broker-dealers, including online brokerage firms; and service providers, such as hedge fund administrators.
Our experience includes acquisitions, carve-outs, minority investments, management buyouts, restructurings, joint ventures, and capital markets transactions. We have extensive experience in transactions involving the acquisition of less than 100 percent of a firm, ranging from controlling stakes to passive minority positions involving a variety of economic and governance terms (such as traditional common equity and partnership interests); interests structured as revenue shares; and interests structured in multiple classes to reflect different rights to different cash flows (e.g., management fees and incentive fees). We are also well-versed in the governance, liquidity, regulatory, and other issues arising in such transactions.
We also have worked with a large number of clients based outside the U.S. in their acquisition of or investment in asset management firms worldwide. Our asset management M&A team has worked on many significant corporate transactions in the asset management industry. Our attorneys have particular experience assisting clients with restructuring their corporate structure and ownership in connection with IPOs. We have also advised on internal reorganizations of some of the largest hedge fund and private equity management firms in order to address succession, platform extensions, and other issues.
Our practice also includes assisting clients in designing and restructuring ownership and cash and equity compensation arrangements for a wide range of asset management firms, both in connection with our transactional work and independently. Many of these arrangements involve novel legal and economic structures.
GET IN TOUCH
Director Mark Holland
Contact Mark Holland, our director, with over 35 years of financial experience.
+447930711771 or send an email to info@shfs.uk to discuss any of your trading, broking, or fund management enquiries.
