>$2tr
AUM of supported asset managers
>20%
Annual revenue growth
~450
FTEs
A Montagu business
- Leading market position in the fast growing global fund governance market
- Low churn as well as scalable and recurring revenue
- Downside protected and resilient business model
- Strong incumbent management team with an outstanding track record of achieving growth organically and through M&A
- Must-have services that are integral to the success of clients
Accelerating organic and acquisitive growth
The focus of the value creation process is to:
- Pursue strategic add-on acquisitions to expand the service offering and geographical footprint, enhancing the service proposition to clients
- Become a full-service provider to the asset management industry, offering a holistic and comprehensive suite of services to asset managers
- Continue to invest into the existing technology platform and drive scalability of the operations