We are a private firm specializing in growing and capitalizing investment management companies. Our advisory team understands the elements of building a long-standing, rapidly growing and sustainable business for investment teams and brings the knowledge, capability and capital to execute.

WHAT WE DO

Our team of Principals and Advisors are experienced at building strategies and offerings for investment teams to compete and gain market share.  We developed investment offerings ranging from alternatives or hedge funds to traditional active management and passive investments. Our ability to package investment strategies as mutual funds, ETFs, LPs, SMA and UCITs provide a range of options to access clients.  

Our knowledge spans global distribution channels including pension plans, retirement programs, and retail/intermediary.

Join a Proven Team

Chatham Lane Capital serves as institutional partners for investment teams facing ownership transition issues or trying to establish independence and collaborates with investment professionals to grow their business.  We assist specialized investment firms including U.S & European based hedge funds and active mangers evaluating appropriate expansion plans.

Results

A track record of successfully positioning financial services' firms, executing a growth plan to gain market share and improving financial results including growing top line revenue and increasing operating margins.

Knowledge

Seasoned team with knowledge across investment categories, including equities, fixed income and alternatives and product wrappers (e.g. ETFs, mutual funds, LPs, CITs and UCITS).

MIsSION

•Invest in leading financial service firms in the United States and Europe. Collaborate with investment teams to position their capabilities in the marketplace. Offer excellence across marketing, sales, compliance and governance to realize firms potential;\

•Leverage knowledge base to grow market share. Keen sense of market trends and opportunities to compete for market share in a takeaway business environment. Proven strategy to achieve shared goals and implement tactical plans;  and

•Create shareholder value with improved business and financial metrics. Apply an analytical approach to evaluating and managing the business to ensure goals are realized. Create alignment across disciplines to execute plans.  Manage expense structure to create leverage and scale.