Corporate and Business Advisory

Regardless of size of company Key understands there are many moving parts to selecting, administrating and operating a 401k plan. Key can provide comprehensive wealth management services for most retirement plans, including managing the governance process, advising on 3rd party record keeping and making sure employees have the required educational services.

We partner with clients to add value and create and plan a well executed transaction - this is achieved by establishing well through out strategy, capital planning and execution integration. These skills need to be developed regardless if s a singular transaction or a requirement o create programmatic solutions. 

Key has a background in helping international and domestic companies navigate the capital markets, covering public listing strategies and vehicles, access to underwriters, vendors, research, capital and public market strategy.  

Key has helped entrepreneurs, venture and private equity backed groups with strategy, business development, buy and sell mandates and capital sourcing across the US and Europe.

We have helped emerging managers identify third party vendors, strategy formulation, fund setup, capital planning and on going IR and reporting for both Credit, Real Estate and Hedge funds across North America and Europe.