Achieving your business goals often requires change
Our consulting service thought-leaders are passionate about delivering true results that focus on lasting improvements to client performance and goals. We build the process framework to help you tackle your most urgent business needs, and organize and streamline the flow of information by providing customized solutions that deliver significant value for our clients.
Business Services
Project management is one of our core services. Clients have called upon us to lead projects and plan, organize and execute necessary administration. We optimize project resources and achieve overall project success. Our project management experts have a variety of methodologies and toolkits and can help you define the right approach for positive results in implementing your most important change efforts.
Project Management
Project management is one of our core services. Clients have called upon us to lead projects and plan, organize and execute necessary administration. We optimize project resources and achieve overall project success. Our project management experts have a variety of methodologies and toolkits and can help you define the right approach for positive results in implementing your most important change efforts.
Process Workflow Re-Engineering
We provide extensive guidance in executing process-intensive projects, affecting change across the board. Significant investment is required to navigate these complex engagements, and our resources have successfully delivered services spanning the full project lifecycle.
Increasing organization complexity and size requires clear communication between all stakeholders. SteelBridge has experience with implementing workflow processes and technology to enable more effective information exchange.
Re-engineering projects are unique in that they are generally large-scale, multi-threaded engagements that follow a full project lifecycle and affect significant change across people, processes, and technology. SteelBridge recognizes that significant investment is made to navigate these complex change assignments and has comprehensive experience in executing them.
Business Requirements Analysis
Business requirements form the foundation on which every successful project is built. We tailor every requirement to satisfy individual client needs. To address these needs, we approach every engagement by:
- Taking an active listening posture to deliver a comprehensive solution framework
- Framing the business objective to align stakeholders
- Formulating the objective into a clear set of tactical business requirements
Overview: VIEW PDF
Consulting Services: VIEW PDF
Operations Finance & Accounting
Disproportional growth of external assets to internal investment in infrastructure is a common issue with private capital firms. Outsourcing fund administration gives investment staff more time and energy to focus on making and managing investments. Our team has a long history of working with leading, global third-party administrators both to help them service their clients better, as well as to help general and limited partners align with an administrator.
SteelBridge works with administrators to help them achieve world-class administration capabilities that general and limited partners have come to expect. We have an extensive understanding of the complexities administrators face onboarding a variety of funds and clients, and can help build a process for onboarding and servicing clients throughout the life of the fund.
SteelBridge also has extensive experience working with the general and limited partners to prepare and execute a transition to an administrator. We provide tailored guidance in preparing and executing a transition by:
- Identifying fund administration needs to help clients make informed decisions about what services to outsource
- Structuring administration fee schedules that make sense for each client’s business
- Preparing and executing the transition to an administrator
- Managing the relationship with the administrator through the transition
Strategy & Change
We see firsthand that the private capital asset class is maturing globally. Limited partners are awarding larger allocations to private capital investment managers, regulators are reviewing what we do and global news outlets are constantly covering our asset class. All this means that stakeholders in private capital are demanding more than just exceptional investment returns – they are demanding change.
Strategic Planning
We understand the complexity involved in formulating an effective long-term strategic plan. We ensure the needs of all stakeholders are satisfied – including financial, risk, marketing, information technology, and human resources – while maintaining focus on organizational goals.
Formula Change
For mission-critical business projects, we lay out a strategic blueprint, address current business challenges, identify potential hurdles, and plot a course for where you want to go. SteelBridge helps you formulate a change strategy by:
- Understanding the current environment, including what is working and what needs improvement
- Identifying future expectations for where the firm wants to go
- Translating the information gathered into a strategic blueprint for success
The Scalable Technology Roadmap for Emerging Managers: VIEW PDF
Capital Advisory: VIEW PDF
Risk & Compliance
A Business Continuity Plan (BCP) is critical to identify exposure to internal and external risks, and is an effective method for disaster prevention and recovery. BCP in the private capital industry requires a multi-faceted approach to reduce operational and reputational risks. SteelBridge has worked with clients to prepare a full-scale BCP and understands the specific needs of the private capital industry.
Business Continuity Assessment
A Business Continuity Plan (BCP) is critical to identify exposure to internal and external risks, and is an effective method for disaster prevention and recovery. BCP in the private capital industry requires a multi-faceted approach to reduce operational and reputational risks. SteelBridge has worked with clients to prepare a full-scale BCP and understands the specific needs of the private capital industry.
To help you build an appropriate BCP, SteelBridge employs a simple but business-tested methodology that includes:
- Driving the planning and analysis with key stakeholders
- Understanding industry-specific needs and developing a plan that meets those needs
- Deploying the plan and training staff to adhere to the plan
- Executing periodic testing of the plan
Reconciliation
Data accuracy and reporting transparency is paramount as regulations increase and the use of data spans multiple systems and locations. SteelBridge automates and puts processes and procedures in place to standardize workflow activities for superior data control. We implement reconciliation procedures and software products that are specific to each operating environment. Our knowledge of current regulatory requirements allows us to select and customize the right reconciliation software package for your business.
Four key principles we focus on when reconciling data are:
- Segregation of Duties
- Accuracy
- Timeliness
- Completeness
Form PF and Form ADV Consulting Services
Completing regulatory forms required by governmental agencies is a daunting task. At SteelBridge, we work with investment managers to implement the proper process, technology and controls needed to gather the required information efficiently. Our consulting experts augment your staff to reduce their burden in completing these forms so they can remain focused on daily business activities.
Opportunity Zone Funds: VIEW PDF
Human Capital
In Private Equity, where maximizing returns and enhancing the value of portfolio companies are paramount, effective Human Capital Management (HCM) has emerged as a critical driver of success. HCM refers to the strategic approach of managing an organization’s workforce to enhance productivity, innovation, and overall performance. PE managers who recognize that the success of their investments is intimately tied to the strength of the human capital within their portfolio companies can leverage HCM strategies to streamline operations, attract and retain talent, manage change, and create sustainable long-term value.
Offering Overview
In Private Equity, where maximizing returns and enhancing the value of portfolio companies are paramount, effective Human Capital Management (HCM) has emerged as a critical driver of success. HCM refers to the strategic approach of managing an organization’s workforce to enhance productivity, innovation, and overall performance. PE managers who recognize that the success of their investments is intimately tied to the strength of the human capital within their portfolio companies can leverage HCM strategies to streamline operations, attract and retain talent, manage change, and create sustainable long-term value.
SteelBridge Human Capital Consulting helps our clients achieve superior business performance and enable competitive advantage through the implementation of effective Human Capital Management strategies.
Our Services
- HR Strategy and Design – An effective HR strategy aligns HR with business objectives, serving as a blueprint to build and scale HR capabilities and services. SteelBridge partners with clients to develop an HR strategy tailored to your business needs and culture.
- Talent Management – We help clients build their Talent Management programs with the goal to attract, develop, and continuously optimize the talent resources needed to execute business strategies. A focal area of our practice is Compensation/Total Rewards services which include benchmarking, compensation program design, job architecture, FLSA exemption test review, risk assessment, and M&A support from diligence through day-one and integration.
- HR Operating Model – An HR operating model defines the roles, responsibilities, processes, systems, and relationships within the HR function and its interactions with stakeholders. It supports the execution of an organization’s HR strategy and should be adaptable to evolving business needs. SteelBridge assists clients in building and implementing a tailored, efficient HR operating model, leveraging our experience and knowledge of industry best practices.
- HR Technology – Technology is increasingly vital in HR, with affordable solutions available even for smaller organizations. HR Technology streamlines processes, improves data management, enhances employee experience, supports recruitment and talent acquisition, facilitates learning and development, enables data analytics and insights, and aids compliance and risk management. Leveraging technology optimizes HR operations, boosts efficiency, and contributes to overall organizational success and employee well-being.
SteelBridge provides full-service support for the HR technology needs of clients through:
- Assessment – We assess clients’ HR technology needs by evaluating the gap between current solutions and the target operating model. We collaborate to create an HR technology roadmap, determining if current solutions should be eliminated, consolidated, extended, or new applications should be selected.
- Selection – With extensive experience, particularly with small and medium enterprises, SteelBridge assists clients in selecting the ideal application provider. Our proven methodology, including Request-for-Proposal (RFP) templates and vendor evaluation scorecards, speeds up the selection process. Leveraging our in-depth knowledge of leading application providers, we help clients choose vendors that offer the right blend of capability, cost, cultural fit, implementation experience, and support requirements to meet long-term organizational needs.
- Implementation – SteelBridge experts excel in HR technology implementation, seamlessly partnering with vendor teams as needed. We offer project management, change management, requirements definition, testing, and deployment support services. Our focus extends beyond going live to ensure end-to-end process enablement, adoption, and sustained value for a successful implementation.
- Support – While HR technology investment benefits all organizations, not all have the infrastructure, people, or strategy to fully support solutions internally. SteelBridge offers flexible post-implementation support services, including:
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- System extension and optimization
- System and Securityadministration
- Process support
- Training & adoption
- Upgrades
- New feature enablement
At SteelBridge, we partner with top providers to meet client needs. Our consultants are certified and well-versed in vendor features and implementation methodology. We are aligned or partnered with the following vendors:
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SteelBridge provides white-glove service of a boutique firm but has global reach. We spend the majority of our time with our clients, but we also spend time in our own offices.
Pittsburgh - Investment Headquarters
2818 Smallman Street
Pittsburgh, PA 15222
Miami - Engineering Headquarters
7990 SW 117th Avenue
Suite 125
Miami, FL 33183