The Atherton Consulting Group, LLC, Producing Exceptional Results

Client Experience

Engagement snapshots

Trusted Advisor

  • Private Client Alternative Investments Provider: Identify competitive advantage and differentiated value proposition; expand distribution to include RIA market; create unique, sustainable branding strategy with relevant messaging; coach Founding Partner through challenges of fast growing organization.
  • Global Private Equity Group: Design and co-facilitate sessions on decision rights, culture best practices and creation of vision of success, key strategic initiatives and leadership implementation structure.

Strategic Advantage

  • Privately-held Global Asset Management Group: Co-facilitate three full-day sessions on “deep dive” vision creation and strategy development and co-facilitate decision rights for the organization’s distribution group; surfaced key organizational limiters.
  • Risk Group of Public Global Asset Manager/Distributor: Lead facilitator on creating group’s best practices and operating principles.
  • Privately-held Institutional Asset Manager: Designed and delivered strategic planning session, performed Culture Assessment, and coached leadership team on creation and initial implementation of the plan.
  • Wholly-owned Asset Management Subsidiary of large Global Asset Manager: Lead facilitator on investment process and philosophy development and culture best practices.

Leadership Edge

  • Large Public Regional Bank: Assessed leadership conflicts at majority-owned asset management company, recommended separation of Partners and mediated settlement between ownership interests (Partners and Bank).
  • Privately-held Hedge Fund of Funds: Executive coaching of CEO-potential Partner using quantitative (360 assessment) and qualitative (interviews) assessments; focus on communication, decision transparency, “presence,” story-telling for impact, strategic planning process and other leadership influencing skills.
  • Privately-held multi-service growth company: Coached CEO of this multi-location day spa to make decisions resulting in breakeven cash flow from $1 million annual negative cash flow; improved quality of accounting information and structure to make better decisions; re-negotiated key contracts; improved leadership team communication and efficacy.
  • Stanford Graduate School of Business: Presentation/communications coaching for MSx (Executive Management) students. Coach on effective written and verbal communication with significant work with non-native English speaking professionals.

Prior client work*

  • Attacca International, LLC
  • Brain Key
  • Biomimedica
  • Brandes Investment Partners, LP
  • Callan Associates
  • Cardinal Capital (Canada)
  • CFA Singapore
  • CFA Society of San Francisco
  • CFA Society of Seattle
  • CFA Society of Vancouver
  • City National Bank
  • Darby Private Equity
  • Decatur Capital Management
  • Elmwood Wealth Management
  • First Colonial Global Asset Mgmt. (Australia)
  • Franklin-Templeton Investments
  • Freestone Capital Management
  • Integri-Built Roofing
  • India Association of Investment Professionals
  • Leith-Wheeler (Canada)
  • Mawer Investment Mgmt. (Canada)
  • Orange County Retirement System
  • Pine River Capital Management
  • Progress Investment Mgmt. Co.
  • Prudential Asia (Singapore)
  • Reed Conner & Birdwell (now part of Aristotle Capital Management)
  • Santa Barbara Asset Management
  • Stanford Graduate School of Business
  • Spa One
  • Tessarect Capital Group
  • Trinity Private Equity Group
  • Pacific Alternative Asset Management Co.
  • U.S. Bank Private Client Reserve

*Groups include work with prior consulting organizations and CFA Institute