SUPPORTING
INVESTMENT FIRMS
Plenty of investment firms know how to generate financial returns and manage risk. But few know how to scale sustainably and profitably.
Focused on generating alpha, raising funds, and managing their teams, investment firm leaders grapple with complex questions to develop their business. They often lack adequate internal resources. They need access to the right benchmarks and the right experts. Sometimes, their teams do not have the right skills. Most of all, they want fresh, external perspectives.
This is why we created JSK Advisory: to support investment firm leaders in designing and executing the right solutions for growth, M&A, and organization.
WHERE WE CAN HELP
GROWTH AND DIVERSIFICATION
Investment strategies
Product review and new product launch
Core investors, fund-raising approach
Europe-based investment firms looking to expand in North America
North American firms looking to expand in Europe
M&A
Market scan
Identification of targets
Strategic due diligence
Deal support
Integration
ORGANIZATION
Talent to match investment and distribution strategies
Succession planning
GP capital structure review
CXO interim management
WHY JSK ADVISORY?
Full-service advisory, from designing solutions to implementation, including transaction support and fielding the right team
Investment industry specialist – we only serve investment firms
Breadth and depth of experience in the investment management industry (across geographies, asset classes, types of investment firms – from family offices to trillion-dollar firms)
Consulting experience in the investment management space combined with operational leadership at international alternative investment firm
Network of investors, allocators, practitioners, providers and partners in Europe and North America
Commitment to outcomes, including through fixed and success fees
JONATHAN KLEIN
THE RIGHT EXPERIENCE, MINDSET AND DRIVE
Head of Europe for Aragon Global Management (US-French tech-oriented alternative investment firm) ― 2 years: executive leadership, fund-raising, private investments
McKinsey partner in Paris and New York, leader in the asset management practice ― 14 years: over 50 investment management clients across North America and Europe, with a focus on growth and M&A
HEC (exchange at UCLA Anderson School of Business), Ecole Normale Supérieure Paris-Saclay, Agrégé d’histoire (graduate degree in history)
CULTURE AND VALUES
We are building an advisory business for the long term, rooted in deep expertise, long-lasting relationships, and a relentless focus on bringing pragmatic solutions to clients