- Summary & Methodology
- Industry Trends
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- Abel Noser, LLC
- BlackRock
- Macquarie Group Ltd.
- PGM Global*
- Russell Investments
- State Street Bank and Trust Company
Past Surveys
Transition Manager Profiles
PGM Global*
www.pgmglobal.com/transition-management/
Summary of Offering
PGM is a boutique firm with significant employee ownership. Its structure provides for a highly-motivated team that has the flexibility to provide customized and innovative solutions to meet our clients’ needs. PGM is focused on building long-term relationship with clients by building trust through our agency-only, fully transparent (including FX and bonds) TM business model.
The TM team leverages PGM’s trading desk, which consistently ranks as one of the most efficient agency-only brokers globally, to provide best execution to its clients.
TM has been a core and growth business to the firm since 1996 (30%+ of trading volumes is from TM).
Client Restrictions: None
Business Summary (as of 09/30/2022)
| Total TM clients | 172 |
| Total TM events | 106 |
| Total assets transitioned | $30.0B |
| Have provided TM services to clients since | 1996 |
Total TM Projects Won
| Calendar year 2021 | 107 |
| Calendar year 2022 | 91 |
Organization’s Staffing Information
| Total full-time staff employed by company—i.e., all staff, not limited to TM | 37 |
| Total full-time staff dedicated to TM practice | 10 |
Asset Size of Completed TM Events
| <$50MM | NR |
| $50MM – $100MM | NR |
| >$100MM – $250MM | NR |
| >$250MM – $500MM | NR |
| >$500MM – $1B | NR |
| >$1B – $5B | NR |
| >$5B – $10B | NR |
| >$10B | NR |
(*Formerly Pavilion Global Markets Ltd.)
NR = Not Reported in time for publication
NR = Not Reported in time for publication