Industries We Serve
Exchanges
From the largest national stock exchanges to the smallest frontier exchanges, we have built an industry recognized reputation helping these organizations build commercial policies for their market data. We leverage our proprietary model that promotes strong revenue growth but also protects intellectual property.
Investment & Wealth Managers
From the largest investment managers to the smallest boutique wealth managers, we leverage our 25+ years managing third-party data in this space. We advise the C-suite on developing strategies to optimize data spend. We also help data management and procurement better manage usage and distribution risks and navigating vendor and exchange audits.
Alternative Data Vendors
As organizations outside of the traditional investment and FinTech community look to monetize their proprietary data from food distributors to steel manufacturers, we leverage our best in class commercial models to help these organized realize additional sources of revenue while simultaneously protecting their intellectual property.
Financial Technology Companies
We assist financial technology companies (FinTech) from the largest integrated brands to start-ups develop "value oriented" commercial policies leading to sustainable revenue growth and strong client relationships. When these FinTech's require commercializing a combination of their own and third party data, we advise on a licensing and distribution rights challenges to avoid intellectual property rights violations and minimize costs.
Index Providers
We help a multitude index providers create commercial policies that maximize revenue opportunities but that also builds strong long lasting client relationships. When leveraging third party data, we also advise index providers of data usage and distribution rights either implied of explicit to avoid unnecessary costs or intellectual property violations .
Private Equity & M&A Teams
We advise private equity firms and other M&A teams, who look to invest in data centric Fintechs quickly assess the value of various acquisition candidates leveraging our broad knowledge and highly optimized data licensing due diligence model. We also leverage this expertise to maximize revenue and cost synergies during the integration phase.