Growth prospects Target investment firms across US, Canada, Europe, Africa, and the Middle East leveraging TSG’s established track record in GIPS verification and performance measurement to expand client base among mid to large asset managers seeking compliant and trusted performance reporting.

AUM scale fit Focus on firms with a broad range of AUM including smaller shops (<$50M) that could benefit from scalable GIPS consulting and verification, expanding to larger firms (up to $1.6T) seeking advanced performance measurement, thus widening revenue opportunities.

Technology leverage Position TSG’s operational and technology consulting as a differentiator to firms aiming to modernize performance processes, citing integration with robust tech stack and efficiency gains that align with cost containment and regulatory compliance goals.

Training and certification Promote Performance Measurement Training and Journal of Performance Measurement publishing as value-adds for client firms looking to upskill staff, increase retention, and demonstrate thought leadership to clients and regulators.

Cross-sell potential Leverage relationships with existing clients to cross-sell verification, pre-verification consulting, and non-GIPS standards verification, expanding engagement depth and creating multi-service contracts across geographic regions.