The Atherton Consulting Group, LLC, Producing Exceptional Results

Client Experience

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.

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.

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.

*Groups include work with prior consulting organizations and CFA Institute