ReGroup Understands

Investment Advisers

Institutional Money Managers

Hedge Funds

Private Equity

Mutual Fund Boards


We worked with ReGroup to prepare and present a new project to our executive committee. They 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


ReGroup led our team through a strategic planning process. It was a great experience because they helped us see our strengths and our issues from a fresh and positive perspective. Their insights were refreshingly honest and straightforward. Their actionable guidance helped us turn things around.

John D., Chief Executive Officer

ReGroup catalyzed action where some people were reluctant. Ann helped us understand our baseline requirements and raised the level of confidence in our ability ro manage back-office risk.

David H., CFA, Managing Director and Portfolio Manager

We hired ReGroup to help us resolve complex product-related issues. ReGroup's approach is not cookie cutter; they listened to what we needed, and brought their understanding of the investment management industry to the table. They learned how our firm works best, and then provided customized solutions that were expertly tailored to address our needs.

Gabe G., Chief Compliance Officer


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 examplary.

James T., President and General Counsel

You can definitely trust ReGroup's work and knowledge. They will execute on anything you give them.

Stacie D., Head of Operations