We are SUBJECT MATTER EXPERTS GOVERNANCE WHIZZES STORY-TELLERS THOUGHT LEADERS STRATEGISTS EFFICIENCY GEEKS PROBLEM-SOLVERS RISK MANAGERS PROJECT MANAGERS

who CREATE EFFICIENCY TEACH EMPLOYEES GIVE SPEECHES CONNECT PEOPLE MANAGE COMPLEXITY FIND SOLUTIONS MANAGE RISK TICK AND TIE FIND TALENT

 
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SERVING INVESTMENT ADVISERS

Our clients hire us to elevate their people and processes using a multi-disciplinary approach and deep experience. 

 

Strategy

Organization & Governance

Executive Search

Risk & Compliance

 

Operations

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Education & Coaching

Roundtables

Speaking

 

Our Passion

Enhancing People, Processes, and Products

 

Our Clients

We work exclusively in asset management because it's what we know.

  • Hedge Funds
  • Private Equity
  • Investment Advisers
  • Mutual Funds

Our Work

We are problem-solvers dedicated to you.

  • What if I could reorganize my department to be more efficient - and my staff was happier?
  • What if my CEO had better transparency into the value my department adds?
  • What if my employees were resourced by people who actually understand the job that needs to be done?
  • What if I was more confident in reinvesting in my business?
  • What if my compliance program was reviewed by independent eyes?
 
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ReGroup ReThinks

A Field Guide for Investment Advisers

Our Work

 
 

What Our Clients Think

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You can definitely trust ReGroup’s work and knowledge. They will execute on anything you give them.
— Stacie D, Head of Operations
ReGroup catalyzed action where some people were reluctant. Ann helped us understand our baseline requirements and raised the level of confidence in our ability to manage back-office risk.
— David H., CFA, Managing Director and Portfolio Manager
We worked with ReGroup to prepare and present a new project to our Executive Committee. Ann did a tremendous job of presenting complicated issues in a way everyone easily understood, and made the entire management team comfortable.
— Ryan B, Managing Director and Head of Sales and Marketing
We worked with ReGroup to help our firm successfully navigate multiple management changes. They exceeded my expectations - the hands on nature of the services they provided, their ability to identify with our employees, and level of insight they provided were exemplary.
— James T, President and General Counsel
ReGroup led our firm through a strategic planning process. It was a great experience because they helped us see our issues from a fresh and positive perspective. Their insights were refreshingly honest and straightforward, and helped us turn things around.
— John D, Chief Executive Officer
 
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