operating model

Transformational Impact and an Enhanced Client Experience

Lionpoint was chosen to deliver a long-term, scalable operating model redesign for a multi-asset alternatives manager.

MUFG Investor Services mitigates risk while improving customer trust and retention

MUFG Investor Services, a provider of asset-servicing solutions to the global investment industry, wanted to replace manual, spreadsheet-based processes for calculating carried interest with an automated, company-wide model. By moving these critical calculations to Anaplan, MUFG improved accuracy, mitigated risk, and differentiated itself from its competitors. In the process, they improved customer trust and retention.

Roark Capital logo

Roark Capital Selects DealCloud

Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as part of its firm-wide technology transformation initiatives led by Lionpoint Group.

EDC logo

EDC goes Live on eFront Invest

New York – Lionpoint Group (“Lionpoint”), a global leader in alternative investments operational consulting and advisory, has partnered with Export Development Canada (“EDC) to implement a fully integrated Front to Back solution across all of EDC’s investment activities.

See All Insights