Come to Compete

“Jen, Heather, Masha and the team were wonderful to work with, they understand both the GP and LP perspective and helped to provide insight into how our clients viewed our organization. This has provided valuable information that will allow us to emphasize strengths our clients feel we possess and to work on areas that need additional focus.”

— David Olney | CEO, Berkshire Residential Investments

“I’ve worked with the co-founding partners of Alliance beginning with our first institutional fund. Over nearly 15 years, we’ve established a deep partnership and friendship, discussing some of our most important business decisions before execution and ensuring we continue to implement best practices that provide value to our LPs.”

— Mit Shah | CEO, NOBLE INVESTMENT GROUP

“For Elion Partners, Alliance offers a comprehensive, third-party perspective and is committed to understanding investor and consultant expectations. Our relationship with the founders is an investment in our future success. Their combined knowledge and experience benefit our professional development and, ultimately, our LPs as we set out to exceed investor expectations in the future. The conversations we have with Heather and Jen are uplifting and reflect the true spirit of partnership.”

— Shlomo Khoudari | Managing Partner – Elion Partners

"Heather and Jen bring an incredible amount of experience and knowledge about what it takes to accelerate the scaling of an investment management platform — from developing and refining investment and marketing strategies to streamlining operations and enhancing accounting, fund management, fund administration and investor reporting processes and systems. They know how to fill strategic gaps across leadership, business development, client service and marketing teams and dramatically improve relationships with both investors and consultants. In other words, whether you’re an emerging manager looking to shorten your time to scale, or a well-established firm seeking guidance on how to reach the next level, Heather, Jen and the team at Alliance Global Advisors can help you get there faster and more cost-effectively."

— Geoff Dohrmann | Chairman, CEO & Editor-in-Chief, Institutional Real Estate, Inc.

“The team at Alliance Global Advisors provided us with timely and valuable advice on a variety of issues. They benchmarked our existing offerings and practices with the market and gave us in-depth recommendations for improvements. In addition, they offered insight into new sectors of the market.”

— John Flynn | Senior Managing Director, Kennedy Wilson

“Alliance does a great job tailoring their business to client needs. Our ad-hoc request was executed with a clear opinion which is just what we needed. The Alliance team was able to pivot quickly with new information, address our questions and additional requests, and deliver a concise memo. We are very pleased with the outcome and would definitely recommend Alliance.”

— Cindy Chen | Portfolio Manager, Nuveen Real Estate

“It was an extremely positive relationship, from both a professional and personal perspective. Heather's strategic and tactical advice was highly valued by the Mosser Senior Management Team.”

— Peter Finley | Managing Director – Investor Relations, Mosser Capital

“I appreciate Alliance always acting as our fiduciary. They’ve introduced new concepts to our business that we hadn’t yet explored.”

— Jim Farris | CEO, MOSSER CAPITAL

“The quality of your team’s collective work is exceptional and helped turbocharge the direction of our firm. It’s so nice to see the passion you are putting into your work - you can’t buy passion!”

— G. Andrews Smith | CEO, L&B Realty Advisors, LLP

“Alliance has a caring and engaged team. We enjoyed working with everyone on the long-term deliverables and especially appreciate the quick support on items that came up. Having Alliance in our corner was valuable over the last year.”

— Alexis Lewis | Vice President of Investments, Brasa Capital Management