Strategic consulting

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APPROACH

After acquiring a new specialist team, the alternative asset investment platform of a leading global asset manager engaged us to conduct a strategic review of their project to launch a new multi-thematic private equity strategy. Accellency implemented a three-step approach: 1) assess the credibility of the new strategy in light of the team’s track record and the competitive landscape, 2) conduct an investor survey to gauge interest and market potential, and 3) develop a customised go-to-market plan to ensure a successful fundraising launch.

RESULTS

Following Accellency’s recommendations, validated through the investor survey, the investment platform refined their strategy to focus on a single investment theme, where they demonstrated credible leadership and strong competitive differentiation. By leveraging Accellency’s go-to-market approach—which included a concise, impactful fundraising teaser and a thematic white paper—the team attracted significant interest from institutional investors and investment consultants worldwide.

Highway investor days

APPROACH A leading European investment fund engaged Accellency to help them transform their annual LP AGM in order to boost the profile of their GP platform and to establish their...

Thought leader leadership meeting

APPROACH In the context of a new macro environment and more competitive fundraising landscape, a major global alternative investment manager approached us to review the positioning and distribution approaches of...

Around the globe

APPROACH A large investment fund was looking to raise a new vintage of an existing strategy within their private debt practice. Although the strategy was performing well and the fund...