Case Studies

Our client, a manufacturing startup in the greater Boston area, founded by two engineers, found their firm quickly outperforming its projected sales goals and in need of a dedicated Chief...

At the onset of the pandemic and the resulting downturn in the general market, our client — a prominent player in the hospitality industry — recognized an opportunity to expand.

A major start-up hedge fund in Boston was trying to find a qualified controller who had a mix of Big 4 public accounting and hedge fund experience. In addition to...

The client, a Leading Asset Servicing company with $1.6 trillion AUM and $27.9 trillion assets under custody was involved in a large scale implementation program to onboard the world’s largest...

Our client, an international trading firm headquartered overseas, had become very successful in generating returns for their investors that were 2x to 3x the returns produced by investing in the...

One of the world’s largest financial services companies needed to reconfigure the organizational structure of their business. Over the past decade, a significant number of the firm’s operating units began...