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INVESTOR ADVISORY
Middlemark Partners offers bespoke advisory services for institutions, family offices and fund managers seeking to enhance their infrastructure, investment efficiency and strategic partnerships.
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Our edge is understanding the unique needs of each investor and manager, which stems from our team’s diverse experience conducting due diligence and portfolio management at leading global firms.
SERVICES FOR INVESTOR ADVISORY CLIENTS
Operations & Infrastructure Advisory
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Internal Investment and Operational Due Diligence assessments
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Managed Account Platform best practices and implementation
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Service provider due diligence
Research & Investment Advisory
Best-of-breed manager introductions
Emerging manager searches
Sophisticated peer group analytics
Client portfolio review and analytics
Outsourced investment and Operational Manager Due Diligence
Market and industry trend reporting