Areas of Focus
Deep expertise. Six areas. One firm that has sat on every side of the table.
Core Advisory Services
Core Advisory Services
02. Transaction Advisory
Corporate transactions whether they be mergers, acquisitions, divestitures, and restructurings, carry significant pension, HR, and workforce complexity that can make or break a deal. We bring decades of experience guiding organizations through hundreds of transactions, combining technical precision with sound commercial judgment.
This is for you if: You're in the middle of a transaction and need a seasoned advisor who understands the full dimension of what's at stake: not just the numbers, but the people, the risk, and the path forward.
03. Governance, Risk & Board Support
Good governance isn't just about process, it's about having the right conversation at the right time. We support boards, pension committees, and executive teams with governance reviews, risk and funding assessments, board onboarding, and education. We help you ask better questions and make better decisions.
This is for you if: Your board or committee is navigating a governance challenge, managing increased scrutiny, or simply wants an experienced outside perspective.
01. Strategy & Advice
​​We help organizations think through what's next: whether that means assessing a new market opportunity, modernizing a pension plan, or pressure-testing a direction before a major decision is made. Our work brings structure to complex questions and independent perspective when it matters most.
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This is for you if: You're facing a strategic inflection point and need a trusted advisor who can challenge assumptions, stress-test your thinking, and help you arrive at a decision you can defend.
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Specialized Expertise
04. Global Pension Intelligence
Global Lens. Local Impact.
The most innovative answers to today's pension challenges are often already being tested somewhere else in the world. We scan pension systems globally, from Europe to Australia to Asia, and translate what's working into insight that's directly relevant to your situation.
This is for you if: You're modernizing your plan design, facing demographic pressures, managing the shift to decumulation, or responding to regulatory change and you'd rather learn from what's already working somewhere in the world than start from scratch.
05. Stakeholder Engagement
Complex governance moments require careful facilitation and deep subject matter expertise. We design and lead stakeholder engagement processes that are structured, inclusive, and built to produce meaningful outcomes.
This is for you if: You're bringing together diverse stakeholders around a consequential decision or transformation, and need a facilitator who understands the pension landscape as well as the process.
06. Pension Education
We believe that better-informed pension trustees, committees, and stakeholders make better decisions for plan members. We design and deliver pension education that is rigorous, practical, and built for the people in the room.
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Caroline serves as lead architect and facilitator of the ACPM Pension Academy: Inside the Pension Boardroom. She was also the architect of Pension Awareness Day, now a national initiative raising public awareness around pensions.
This is for you if: Your board, committee, or organization needs education and a curriculum that is tailored and relevant.