Tailored Solutions for Every Challenge

At Seamount Advisors, we understand that each client has unique needs. With over 30 years of leadership experience in the financial services industry, we partner with you to provide bespoke consulting services designed to address your firm’s specific challenges and deliver effective, customised solutions.

Strategic Leadership & Advisory Services

Fractional COO / CFO Services: Seamount Advisors provides high-level financial and operational leadership tailored to the unique needs of hedge funds, private equity, family offices, and asset management firms. We offer bespoke solutions in financial planning, operational strategy, and regulatory compliance, ensuring your firm’s operational efficiency and growth.
Board-Level Advisory & Corporate Governance: We deliver strategic insights and governance improvements at the board level, helping firms navigate risk, drive operational efficiency, and plan for sustainable, long-term growth.
Stakeholder Management & Strategic Influence: Our expertise in stakeholder management ensures alignment with your business objectives. We develop strategies to engage and influence key stakeholders, fostering trusted, long-lasting relationships that support your firm’s success.
Change Management & Organisational Transformation: We lead organisational change initiatives that drive performance, operational restructuring, process improvement, and technology integration, all with a focus on enhancing growth and resilience.
Crisis Management & Business Continuity Planning: Seamount Advisors designs and implements robust crisis management strategies and business continuity plans to ensure your firm’s resilience in the face of disruptions and market challenges.
Capital Raising Support: We guide firms through capital-raising efforts, preparing investor presentations and providing strategic support throughout the fundraising process to help you achieve your growth objectives.
ESG Compliance & Sustainability: Our team helps firms navigate Environmental, Social, and Governance (ESG) standards, ensuring compliance while enhancing your market reputation and fostering long-term sustainability in a rapidly evolving investment landscape.
Business Development & Strategic Growth: Seamount Advisors supports firms in identifying and pursuing new business opportunities, expanding client relationships, and enhancing market presence. Our bespoke business development strategies help firms grow sustainably, penetrate new markets, and strengthen their competitive positioning in the alternative investment landscape.

Financial Strategy & Operational Excellence

Financial Strategy Development & Execution: Seamount Advisors develops and implements long-term financial strategies that support sustainable growth and profitability. Our services include financial modelling, forecasting, and strategic planning tailored to your firm’s goals.
Fund Finance & Accounting Services: We manage comprehensive fund finance operations, including NAV calculations, financial reporting, audit coordination with external auditors, valuation policies, and shadow accounting, ensuring accurate and timely financial operations.
Fund Expense Rationalisation & Fee Validation: We optimise your fund’s expense structure, ensuring transparent fee validation while enhancing operational efficiency and maximising cost savings.
Investor Liquidity & Capital Management: Our team helps firms develop and implement effective investor liquidity management strategies, advising on operational requirements and ensuring financial stability in compliance with funds offering documents.
Fund Liquidation & Merger/Acquisition Integration Support: Seamount Advisors offers expert guidance in fund wind-downs, liquidations, mergers, and acquisitions integration, ensuring alignment with strategic objectives and regulatory requirements.
Treasury, FX Share Class Hedging, & Cash Flow Support: We provide support with treasury management solutions, including cash flow forecasting, liquidity optimisation, and FX share class hedging strategies & reporting, ensuring your firm maintains financial stability and efficiency.
Fund Administration Contract Negotiation & Fee Optimisation: Seamount Advisors provides expert commercial assistance in negotiating fund administration contracts, ensuring that services and fees are aligned with your firm’s strategic objectives. We leverage our deep industry knowledge to help you secure cost-effective agreements, ensuring optimal service levels and long-term business partnerships.

Regulatory Compliance & Risk Management

Regulatory Compliance Management & Exam Preparation: We ensure full adherence to global regulatory standards, including AML, KYC, FATCA, CRS, MIFID, and AIFMD, while preparing your firm for regulatory exams with confidence.
Risk Management Frameworks & Operational Risk Assessment: We work with your team to develop robust risk management frameworks that protect your firm from operational and counterparty risks, giving you the tools to safeguard your business.
Regulatory Reporting & Technology Integration: We streamline regulatory reporting processes by leveraging innovative RegTech solutions, automating compliance tasks, and improving monitoring systems to ensure ongoing compliance.
Regulatory Horizon Scanning & Operational Compliance Support: Seamount Advisors collaborates with your compliance consultant to provide advanced regulatory horizon scanning, anticipating upcoming changes that impact your business. We work to operationalise compliance strategies, aligning your firm’s processes and technology with regulatory requirements. Through tailored solutions, we help you implement recommendations efficiently, ensuring smooth and compliant operations.
Fund PPM Review & Operational Adaptation: We provide thorough reviews of your Fund’s Private Placement Memorandums (PPMs), ensuring that operational processes align with the terms outlined in the PPM, and we help implement these processes efficiently.

Operational Innovation & Technology Integration

Process Improvement, Automation & MIS Development: We enhance your firm’s operational efficiency by helping you implement innovative technologies and improving Management Information Systems (MIS) through partnerships with trusted providers. With our deep knowledge of the market, we connect you with the right technology providers to ensure scalable solutions that streamline operations and reduce costs.
Technology Stack Review, Integration & Outsourcing Management: Seamount Advisors assesses and optimises your operational technology stack, collaborating with expert technology providers to integrate scalable solutions. We also manage outsourcing relationships, ensuring your firm’s technology infrastructure supports long-term growth and resilience.
Operational Resilience & Continuity Planning: We develop comprehensive business continuity and disaster recovery plans, ensuring your firm’s operational resilience in the face of disruptions. Through partnerships with industry-leading technology providers, we help safeguard your critical operations.
Operational Efficiency Audits & Benchmarking: We conduct thorough operational audits and industry benchmarking assessments, working with technology providers to identify opportunities for improvement and cost optimisation. Our tailored approach ensures your firm remains competitive in an evolving market.

Investor Relations & Fund Services

Investor Reporting & Communication Enhancement: We improve the quality, accuracy, and timeliness of investor reports, enhancing transparency and streamlining onboarding processes for a seamless investor experience.
Fund Launch Support & Structuring: Seamount Advisors provides end-to-end support for launching new funds, including fund structuring, due diligence, investor relations, and RFP processes. We ensure that your fund is set up efficiently and seamlessly, with a focus on operational scalability, compliance, and investor engagement, helping you navigate the complexities of launching a successful fund.
Fund Administrator RFP Process Management: We manage the full RFP process for selecting fund administrators, handling everything from preparing due diligence questionnaires (DDQs) to evaluating proposals, negotiating terms, and finalising agreements, ensuring a seamless and comprehensive selection process that fully addresses your firm’s needs.
Fund Administrator Benchmarking & Performance Review: Seamount Advisors conducts industry benchmark reviews of your current fund administrator to ensure their services, performance, and fees remain competitive. We provide insights into how your administrator compares with market alternatives and offer recommendations for optimising service agreements.
Investor Fee Calculation & Complaint Resolution: Our team ensures accurate and transparent investor fee calculations, providing clear processes for efficient complaint resolution and enhancing client relationships.
Non-Executive Fund Directorship Services: We offer independent non-executive fund directorship services, ensuring robust governance and compliance with global regulatory standards.

Specialised Projects & Tailored Solutions

Bespoke Engagements & Strategic Problem Solving: Seamount Advisors delivers bespoke, project-based solutions to meet your firm’s unique needs. From complex problem-solving to operational restructuring, our team provides strategic support at every level.
Human Resources Advisory & Training Programs: We offer expert HR guidance, including talent management strategies and the development of compliance and technical training programs to ensure your team’s success.
Client Relationship Management (CRM) Solutions: Seamount Advisors supports the implementation of CRM systems that enhance investor communication, streamline reporting, and optimise client relations for asset managers and hedge funds.
Middle-Office Operations Support: We help optimise middle-office operations, from trade processing to portfolio management systems, ensuring seamless workflows and robust operational efficiency.

No matter how complex your firm’s challenges, Seamount Advisors is your trusted partner, delivering bespoke, results-driven solutions that empower your firm to achieve operational excellence and sustainable, long-term growth.