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Operational and Investment Due Diligence Services

UNCOMPROMISING, RESULTS-DRIVEN DUE DILIGENCE.

Over the years, Constellation has become recognized as a leading expert in operational due diligence. We have been sought out to tackle the most complex kinds of operational and investment due diligences.

Who we serve

We work with family offices, hedge fund of funds, high-net worth individuals, hedge funds, private equity, registered investment advisors, endowments and foundations, asset allocators, and other investors.

For each client, we start a dialogue to make sure primary concerns are completely understood. We work with investors to set goals in order to provide our clients with the information needed to make informed investment decisions. On the fund side, we help identify the weaknesses in fund operations. Then we work with our clients to mitigate them.

What we do

For us, operational due diligence is more than just a findings reports. It’s about providing ongoing advice beyond the initial review. Our team of experts takes deep dives into every aspect of operations and sets periodic assessment triggers to ensure our due diligence remains up-to-date.

We use industry leading practices to analyze complex investment structures and operating environments. In addition, we have our own comprehensive tools and methodologies built in to our processes. Proprietary due diligence reveals the operations information you need based on industry best practices.

How we do it

Constellation relies on decades of deep industry experience in numerous areas, including investment management, operations, technology, compliance, finance, administration, prime brokerage and more. Our experience enables us to understand “the big picture” for every due diligence review. We also don’t believe in a one-size-fits-all approach.

That’s why we customize each review based on our client’s needs, scope and objective.

Business Advisory & Consulting

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Increasing efficiencies, performance, and enhancing entire organizations

CFO - Accounting & Finance

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From shadow NAV calculations to outsourced CFO services

COO - Operations & Trade Support

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Infrastructure support that gives you the peace of mind to focus on the front office

CCO - Regulatory & Compliance

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Formulating and executing regulatory and compliance strategies in an ever-changing environment