Client case studies
A compilation of current and prior engagements to help you get to know us
Management Support Services for a Boutique Consulting Firm
Perfect Path Consulting was engaged to provide critical gap coverage for a boutique consulting firm in January 2023. The firm had an urgent need caused by an unexpected loss of a senior level personnel in the beginning of 2023. The loss of this key personnel left one of the firm’s business segments exposed due to the timing and abruptness of the departure. Fortunately, our extensive experience in fund accounting and administration servicing complex real estate private equity clients, and prior relationship with the firm was a perfect match. The firm reached out to us shortly after the loss of their key personnel regarding a need of temporary critical gap coverage. We discussed scope and other key details in order to properly understand their needs, challenges, and goals, and signed an engagement within a few short weeks.
While we were engaged primarily to provide temporary critical gap coverage, we also provided assistance vetting permanent replacement candidates. By the end of our engagement, we not only provided critical gap coverage, but also helped to stabilize the firm’s business segment, and successfully vetted and recommended a permanent replacement hire.
Management Support Services for a Real Estate Private Equity Manager
Perfect Path Consulting was engaged to provide various management support services to a leading global alternative asset manager in the real estate private equity sector in October 2023. The manager was in the midst of a number of challenges and changes with their U.S. real estate funds, some of which included system conversions, third-party administrator changes, reporting methodology changes, as well as others projects. The manager reached out to us regarding a need for assistance managing a few of the projects. We were originally contacted in spring of 2023; however, after assessing and understanding their needs and goals, we determined that we would not have capacity for the engagement until later in the fall. We were transparent about our capacity and timeline to be able to take on the engagement, which resulted in a successful engagement that commenced in the fall of 2023.
Other Case Studies
During the spring of 2023, we were contacted by another large real estate private equity manager in need of critical gap coverage for controller to director level accounting roles at their firm. Although our prior experience and expertise were an ideal match, after assessing the scope of the engagement and fully understanding the needs and goals of the prospective client, we determined that there would be capacity and timing issues created by accepting the engagement. By being fully transparent with the prospective client, we were able to quickly determine that we would not be able to commit to the engagement timeline and still hold true to our core values and promises made to our other clients.
Since our founding, we have also had various opportunities to provide one-off consulting engagements with investment managers and other service providers. Each of these engagements were primarily comprised of advisory services, and included providing expert assessment and guidance regarding industry nuances, best practices, challenges, vendors, as well as landscape.