Investment Manager Advisory
As an investment manager, you are responsible for advising clients on how to invest their money in order to achieve their financial goals. Your role involves analysing market trends, identifying investment opportunities, and making recommendations to your investors based on their risk tolerance, investment objectives, and financial situation. We can help by providing strong analytical skills and strategic advice should there be a change in industry trends, regulation and economic developments that could impact the investments and management of the fund. As an investment
manager, it’s important to act in the best interests of your investors. We can act as a sub-advisor or co-partner to help manage any conflict of interest that may arise. Cork Gully advises investment managers on the development and implementation of tailored strategies, often with a particular focus on challenged funds. Our goal is to work alongside investment managers to mitigate risk, whilst also providing solutions to maximise returns for investors.
We advise managers on a broad range of services, including existing portfolio sales or partial realisations, portfolio recapitalisations, and fund level initiatives. Our team leverages deep industry experience and extensive networks to provide tailored solutions that meet the unique needs of our clients. Cork Gully understands the complex nature of private capital transactions and the importance of maintaining confidentiality and discretion throughout the process. Our team is committed to delivering value to our clients by providing strategic guidance, transaction structuring, and negotiation support to help them achieve their objectives.
We are able to work alongside incumbent investment managers to provide a range of bespoke services including:
Strategic planning and options analysis;
- Communication and negotiations with key stakeholders, including investors;
- Independent evaluation of existing asset realisation and wind down plans;
- Assistance with the implementation of portfolio realisation strategies and wind down plans; and
- Provision of liquidity solutions to assist with realisation of distressed or illiquid assets.
Our situational experience, helps us to assist investment managers with the planning and implementation of cost reduction plans as assets under management decreases to ensure maximum returns for investors is achieved. We are able to leverage our extensive global network, including legal and secondary market contacts, to bring bespoke solutions to investment manager challenges. Cork Gully undertakes investment manager advisory engagements globally and has experience across a wide range of sectors.
"We can offer support by providing analytical skills and strategic advice to help manage changes in industry trends and regulation"