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The right advice at the right time

Leading an asset management business comes with its own challenges. The clients you serve and colleagues you lead are often not the right sounding boards for new ideas, strategies, and advice.  

 

SPG gives you an unbiased perspective as someone who knows you and your business. 

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Forge meaningful connections that will lead to long-term investments by focusing on the key relationship drivers with institutional investors. We understand the unique challenges that come with engaging prospective limited partners and are well-versed in the strategies that work. Our capital formation services help managers can build lasting relationships, ultimately accessing the capital they need to grow their businesses.

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Organizational Design, Talent Retention, and Succession Planning

Organizations have to change as they grow, and we are here to help leaders build firms that foster longevity and retention. We have the experience and knowledge of what works and can help you create a structure that will allow your organization to be agile and competitive.

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Strategic Advice

We have a track record of providing strategic advice that leads to long-term success. In our experience, strategic planning is vital to withstanding market cycles through initiatives such as product expansions, adjacencies, and partnerships. We assess your business using our scorecard to identify areas of strengths and those on which to focus to build a lasting enterprise.

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Executive and Team Coaching  

Our Executive Coaching service is designed to work one-on-one with C-suite professionals and high potential leaders to set development goals and provide an impartial forum to discuss challenges and workshop solutions.  We act as an invaluable sounding board to help executives maximize their potential and reach their goals.

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