We know that companies' compensation programs in the financial sector are inherently different and more complex than most industries. We apply our astute knowledge of data analytics, market trends, corporate governance best practices, and organizational culture to create custom-designed compensation programs that drive business goals, retain valued executives, motivate employees and attract new talent. But what truly sets us apart is our candor, proprietary data and processes, and 25+ years of experience understanding the nuances that can make all the difference between failure and success.

♦ Board of Director Compensation

♦ Compensation Committee Advice

♦ Executive Compensation Design & Feedback

♦ Regulatory Trends & Issues

♦ Say on Pay / Shareholder Advisory

♦ ESG Metrics

♦ Emerging Market Trends & Analysis

♦ IPO / Unit Sale / Acquisition Issues

♦ Stock Option Valuation

♦ Detailed Program Assessments

♦ Annual Incentive Design

♦ Incentive Funding Rates

♦ Partnership Plans

♦ Custom Analytics

♦ Compensation Mix (Base Salary / Incentive / Long-term)

♦ Market Benchmarking

♦ Peer Group Analysis

♦ Performance Metrics

♦ Employment Contracts

♦ Sales Incentive Design & Review

♦ Compensation Philosophy

♦ Long-term Incentive Design

♦ Equity Positions

♦ Performance-based Plans

♦ Deferral Programs

♦ Carried Interest Plans

♦ Succession Planning

♦ Year-End Review