Primary Asset Consulting

Advisory

Primary Asset Consulting - Advisory is a specialist consultant that provides tailored solutions to fund managers, family offices, super funds and companies investing in funds management.

PAC Advisory’s team has over 30-years combined experience in investment, distribution, business intelligence and market dynamics in the funds management arena. Honesty, integrity, objectivity and discretion are the principles that drive us.

PAC Advisory’s service offers include:

  • Fund manager research
  • Market/Competitor analysis
  • Business reviews
  • Market entry studies
  • Capital partner introductions
  • Allocation introduction opportunities
  • Acquisition introductions
  • Strategic distribution consulting

What We Do

Primary Asset Consulting – Advisory provides consulting services focused on increasing competitiveness for clients looking to enter new markets or increase market share in current markets.

Market Entry Study

The market entry study is a detailed analysis of the local market that is tailored to meet your specific needs, enabling a deeper understanding prior to undertaking your market-entry strategy. In a sophisticated market like Australia, you need a local partner like PAC Advisory to arm you with the knowledge of the key intricacies and opportunities to ensure your success.

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Market / Competitor / Self analysis

What are the current market trends? Who is doing what in regard to asset classes, geographical investment area, management style and assets under management?

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PAC Advisory undertakes global research across all asset classes to assist clients in the understanding of their competitive advantages and market position, and what strategies can be employed to maximise their potential.

Competitive Comparison Analysis

Who are your competitors and what is your positioning compared to your peers in terms of team, management, fees and clients? Are there competitors ripe for acquisition or ready for partnership?

PAC Advisory not only assists with competitor comparison analysis, but also can facilitate introductions to acquisition targets or investment partners. PAC also provides research to identify incubation and allocation opportunities across uperannuation funds, fund of funds and family offices. comp posit

Business Reviews

Who are you, what are your strengths and weaknesses in the market? What are the red flags from a client's or capital partner's perspective?

PAC Advisory will help you develop successful investment and distribution strategies. bus review diag

Clients

PAC Advisory is skilled at partnering with a broad array of participants in the funds management market, including companies seeking to enter the market and groups which desire to develop further their existing activity in the market or consider expansion opportunities.

Our clients:

  • Australian and internationally domiciled groups interested in targeting new markets by way of:
    • Acquisition
    • Commercial partnership or
    • Distribution channel
  • Boutiques looking to partners for
    • Strategic consulting and distribution advice
    • Introduction to capital partners and/ or capital allocators
  • Superannuation funds, family offices or fund of funds looking for independent research on selection of fund managers.

Expertise

PAC Advisory provides independent, rigorous research and solutions, supported by expert market knowledge.

Working with PAC advisory is working with best-of-breed. Clients can count on PAC for:

  • Our expert market knowledge locally (Australia) and globally (all international markets)
  • Our ability to deeply analyse markets/companies/funds with total integrity, independence and objectivity
  • Our outstanding networks across institutions, boutiques, asset consultants, superannuation funds and family offices
  • Our specialist team with over 30-years' combined experience in investments, management, distribution, business intelligence and market dynamics.

PAC Advisory is ideally placed to serve the needs of those organisations that have the vision to see the long-term opportunities that exist because of the current economic conditions. By developing an in-depth understanding of our clients, including their cultures, ethics, strategies and goals, we are able to work in close partnership and assist in achieving outstandingly successful outcomes.

PAC Advisory is your eyes and ears to the market.

PAC Advisory Team leaders are Warren McAuley – Head of Funds Management – Partner and Eva Riou – Head of Global Research.