Team Infrastructure Considerations

Updated: Jul 13, 2020

Managers come in all shapes and sizes and have a variety of histories. Regardless, institutions are looking to work with stable, well-structured organizations. Depending on firm structure and history, here are the types of team hurdles managers should be prepared to address:

- Key man/woman, or married couples’ business ownership and/or portfolio management

-Family business ownership

-Partnership/Ownership structure

-Private equity ownership

-Organizational sustainability/Burn rate

-Competing interests/Other businesses (i.e. wealth management)

-Seed capital controls

-Lack of pedigree

-Insufficient team

-Unaligned incentives/Lack of an incentive structure


-Regulatory history (firm or individuals)Legal history (firm or individuals)

-Firm three to five-year game plan