With deep experience in both trading, strategic consulting and technology, we are uniquely positioned to add value to companies and organizations of various sizes at multiple stages in the value chain. With relationships and expertise that spans across all major markets, our geographic footprint extends from our European base throughout Asia Pacific, the Middle East to the Americas. The essence of our work involves providing bespoke assistance to start-ups, scale-ups and established organizations including trading firms, brokers, exchanges (and other venues) and the vendors who seek to provide products and services to these participants.

We are an atypical consulting firm in a sense that our approach is ‘boots on the ground’ and market driven, provided by three people who have 50+ years of multi-industry experience collectively as practitioners (not merely consultants). It is exactly this type of void that we attempt to fill, and is central to the value we provide to our clients.

Our work involves assisting financial markets participants and the vendors that serve those participants

We assist trading firms by providing market entry guidance and introductions to local market participants that can help to achieve their objectives, often presenting unique structuring alternatives to facilitate entry. We also work closely with industry vendors to access key adopters of new and interesting technologies. Trading firms who wish to enter new markets are often faced with a maze of alternatives, regulatory requirements, complex fee structures and other idiosyncrasies unique to most markets. Exchanges often look to introduce new products and services and need to sort through the different available best practices and technologies to deploy.

Recognising there’s no standard protocol, the starting point in the process is a series of conversations with the management team of the trading or vendor organization to fully understand the products, services, value proposition, strategy and objectives. We will examine and vet the offering(s) at several levels, and attempt to understand the market feasibility. At times, clients have very broad objectives, perhaps a global rollout of a new brand or product and a desire to reach across multiple geographical and product vertical markets. Other times, the scope is very narrow in nature, and we might agree to pursue end user conversations with only a handful of targeted users. More often than not, the relevant assignment is somewhere between the two.