Selected Mandates
Track record across four practice areas.
Go-to-market
- Hedge Funds platform: CACEIS USA, Canada, Ireland & Lux
- Greater China fund distribution: CACEIS HK
- Private credit funds: €35Bn AUM, CACEIS
- PE, RE and Infra fund services: CACEIS
- European market penetration: Standish Europe
- From asset owner to asset servicer: Fintech exit
- AIFM positioning and strategy: Aztec
- US market expansion: Aztec
- European market entry: Ultimus
- Hybrid, evergreen and retail alts in Europe: Ultimus
- Loan servicing in Luxembourg: Exit (confidential)
M&A
- Pre-acquisition DD: CACEIS USA
- PMI fund services: Indosuez
- PMI fund services: Crédit Lyonnais
- PMI: CACEIS Netherlands
- PMI of Olympia Capital: USA, Canada, Bermuda
- PMI: Standish Luxembourg
- Pre-sale value-creation project: Fintech
- Strategic DD on behalf of US PE firm: Ultimus
- Strategic DD on behalf of UK PE firm: Trustmoore
- Pre-sale value-creation project
IT & Projects
- Operating model alignment: CACEIS USA, CA, HK, IE
- Advent Geneva: CACEIS USA
- Wall Street Office (Private Loans): CACEIS
- Kondor+ (OTC Derivatives): CACEIS
- eFront: CACEIS
- AIFM target operating model: Palmarium, Standish, Aztec
Regulatory & governance
- Led 3 AIFM and 1 Depositary licence applications
- CSSF-approved Conducting Officer (compliance, operations, depo)
- Board member: AIFM, PSF, portfolio companies
