Transition Manager Profiles
BTIG’s philosophy is to always deliver thoughtful solutions coupled with exceptional customer experience and consistent results for all our clients. The team’s systematic and structured approach to portfolio implementation leverages three pillars of strenght – state of the art homegrown technology, access to liquidity, stable and experienced team.
Client Restrictions: None
| Total TM clients |
NR |
| Total TM mandates |
NR |
| Total assets transitioned ($USD) |
NR |
| U.S. |
|
| Canada |
|
| U.K. |
|
| Continental Europe and Republic of Ireland |
|
| Asia |
|
| Australia |
|
| All other locations |
|
| Total respondents |
10 |
| Net recommendation/promoter score |
100% |
| % independently audited |
22% |
| % accepted fiduciary role over event |
100% |
| Principal |
20% |
| Agency |
70% |
| Hybrid |
10% |
| <$50MM |
40% |
| $50MM – $250MM |
50% |
| >$250MM – $1B |
10% |
| >$1B – $3B |
0% |
| >$3B |
0% |
| Transition strategies and planning capabilities |
4.80 |
| Operational capabilities and trading quality |
5.00 |
| Risk management capabilities |
5.00 |
| Quality/transparency of reporting |
5.00 |
| Accuracy of pre-trade estimate |
4.90 |
| Transparency of disclosures |
4.80 |
| Overall project management |
5.00 |
| Knowledge/responsiveness of staff |
4.90 |
