LewisLevy Consulting

This has been a phenomenal year for LewisLevy Consulting, our first official year of operations! Let’s look at 2024 by the numbers: - 400+ meetings held (had to get the word out!) - 60+ proposals - 14 clients (and counting!) - 10 team members - 2 partners - 1 goal - bringing operational solutions to fund managers! Thanks to all those that placed their trust in us in 2024, especially our clients. We have garnered great relationships through the fund administration, auditor, bank and legal fraternities, centered around funds. Without these relationships, we would not be where we are today. Also, we’re happy that we were able to prove that consulting for fund managers (aptly named funds consulting) is a viable service and happy to bring it to clients that need it. Looking forward to a bigger and brighter 2025!! Kwame Lewis, CFA CPA FCCA LRSM O'Neil A Levy CFA CPA FCCA

🏆 Top Global PE Fund Placement Agents in 2024 Goldman Sachs: $62.6B J.P. Morgan Securities: $61.2B Compass International Advisors, LLC: $57.2B PICTON: $49.0B UBS Investment Bank- Private Funds Group: $46.8B Campbell Lutyens: $37.4B Evercore Private Funds Group: $28.9B ROAM Capital: $25.0B Lazard Private Capital Advisory: $24.7B Jefferies’ Private Capital Group: $21.7B HMC Capital: $21.3B Monument Group: $16.8B Credit Suisse Private Fund Group: $14.3B Raymond James: $13.5B PJT Partners Park Hill: $12.6B Rede Partners LLP: $12.3B Aviditi Advisors: $6.8B Stifel Financial Corp.: $6.6B Asante Capital Group: $5.0B Aqueduct Capital Group, LLC: $1.5B M2O Private Fund Advisors: $1.3B Hollister Associates: $800M (Ranked by Amounts Raised)

Wishing everyone Happy Holidays and a Merry Christmas!! Thanks to all our clients and supporters for making 2024 a year to remember. On behalf of Kwame Lewis, CFA CPA FCCA LRSM and O'Neil A Levy CFA CPA FCCA, wishing you and yours the best for the holidays and 2025 and beyond. 🎄 🎄 🎄

This one is worth sharing…

Here is the next installment of our case studies (I know some of you were looking for this. Our next case study showcases the support available for fund managers transitioning to a new fund administrator. Reach out if you want to chat!

Co-founder Kwame Lewis, CFA CPA FCCA LRSM shares some perspectives on operational strategies for funds, whether emerging or established managers.

As we close out this first year of operations, we have alot to be Thankful for at LewisLevy. This case study series is one case in point where we work with our clients to bring to bear the best solutions for their business based on our industry's best practices. As promised, Phoenix Fund Services and LewisLevy Consulting are excited to share our first joint case study, highlighting the support available to new fund managers. If you're considering launching a new fund or seeking similar support, come to us first, we'd love to hear from you 👇 Also check out our website https://lnkd.in/eEqN2CVB for a compendium of all our articles.

How many times have we faced this situation? ⬇ Over the next few weeks, Phoenix Fund Services and LewisLevy Consulting will share a series of case studies showcasing the support available to fund managers at various stages of growth and facing different challenges. This week's case study deals with an emerging manager doing it for the first time. Stay tuned for the solution to our first challenge! Stephanie Henwood-Darts, CPA Paulette Firestone O'Neil A Levy CFA CPA FCCA Kwame Lewis, CFA CPA FCCA LRSM

O'Neil A Levy CFA CPA FCCA and Kwame Lewis, CFA CPA FCCA LRSM will be attending the LPGP Connect conference next week in New York. They would love to connect, feel free to send a note.

The art of genuine client service has been lost in many larger consulting firms. The days when a senior consulting partner would spend hours with a CEO, diving deep into a range of issues to gain a nuanced, human understanding of the business in its entirety, have become rare. At scale, this level of personalisation is hard to replicate. Instead, many consulting firms have shifted to a template-driven model, where deliverables are often recycled across engagements with minimal customisation beyond superficial changes like updating names and dates. This approach, often referred to as "boilerplate consulting," fails to deliver the tailored solutions that clients genuinely need and expect. In fact, the propensity of these firms to win work is often less about their unique capabilities and more about clients seeking to transfer risk. The exodus of executive talent and declining retention rates in large consulting firms indicate deeper internal issues that won't be fixed by changing ownership structures or cutting overheads. To regain market share, these firms must return to the foundations that made them successful. The boutique firms currently thriving in the market have recognised this and are distinguishing themselves through a different approach. They cultivate deep industry expertise and local market insights, build authentic and empathetic relationships with clients, and show humility by collaborating with external specialists when necessary. Crucially, they tailor their solutions to meet the unique challenges of each client, rather than relying on standardised playbooks. Simply injecting capital or rearranging leadership won't solve the underlying issues in the current service model. True transformation in professional services requires a return to first principles: understanding industry dynamics, delivering bespoke solutions, and placing client needs at the heart of every decision. Without addressing these core issues, the industry risks perpetuating a system that prioritises scale and efficiency over genuine value creation and lasting client success. Credit: Terry J. Ingram