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FOR IMMEDIATE RELEASE

Beacon Advisory Partners (BeaconAP) and Beacon Analytics Management (BAM) today announced a merger creating a premier consulting and advisory firm focused on operational transformation, technology strategy, and AI enablement for the investment management industry. 

Michael Sands, who founded BeaconAP in 2025 and previously served as Accenture’s Global GenAI Lead for Capital Markets, will serve as CEO. Frank Strauss and Gerry Healy, who co-founded BAM, will be Managing Partners. 

Frank and Gerry bring decades of senior leadership experience across the global capital markets industry. Their backgrounds span enterprise operating model transformation, business process reinvention, technology & platform implementations, service provider & vendor oversight, and strategic growth initiatives. Together, they have led complex operating model programs that align people, process, and technology to deliver scalable and sustainable outcomes.   

The combined firm further touts a seasoned leadership team including Dominic Crowe, an expert in global servicing and strategic initiatives, Jim Keenan, who brings deep experience in fund administration, and Dave Martocci, recognized for his experience in building and managing securities lending programs.  

“GenAI is changing the way we live and work,” said Frank Strauss. “The back and middle offices supporting investment management are well behind other industries in GenAI adoption. BeaconAP will now offer these firms a combination of domain expertise, industry practitioner experience, and industry focused AI applications that will realistically drive results in months, not years.” 

This joining of firms strengthens BeaconAP’s ability to support asset managers and asset owners, fund administrators, wealth managers, and the broader capital markets ecosystem. “We are committed to delivering actionable, cost-effective solutions rooted in real-world experience,” said Gerry Healy, Managing Partner of BeaconAP. “Our focus is on helping clients drive meaningful outcomes at scale, particularly as they face increasingly complex and high-stakes operational decisions.” 

 “Change is happening faster than ever, particularly with the introduction of GenAI,” said Michael Sands. “True transformation, and the value it creates, come from reinventing the business and operating model. Deep industry expertise and disciplined change management will be required to remain competitive. We must rethink our ways of working and rethink how we engage with technology.”

For more information, visit www.BeaconAP.com or reach out to contact@BeaconAP.com.

FOR IMMEDIATE RELEASE

Clarendon Partners and Beacon Analytics Management Announce Strategic Partnership to Accelerate Innovation in Asset Management

Arlington, VA — Clarendon Partners, a leading consulting firm with deep expertise in asset management, risk management and strategic delivery for the financial services sector, is pleased to announce a strategic partnership with Beacon Analytics Management, a specialized team of consultants known for their deep expertise in middle- and back-office transformation, securities lending, fund operations, and operational governance within the asset management industry.

The partnership combines complementary strengths to help asset managers address navigating today’s complex investment lifecycle. By combining Clarendon Partners’ executional strength in operational strategy, outsourcing, and regulatory readiness with Beacon’s subject matter expertise in fund services, capital optimization, and operational governance, the firms are uniquely positioned to help asset managers address evolving challenges and achieve front-to-back operational excellence.

"This partnership reflects our shared commitment to delivering practical, high-impact solutions for asset managers," said Michele Hoffman, Managing Partner at Clarendon Partners. "Beacon brings a deep bench of industry experts whose experience complements our team’s ability to lead complex transformation programs with both vision and discipline.

"Beacon’s founding partners, Frank Strauss and Gerry Healy, have decades of leadership experience advising global asset managers, insurance companies, and service providers on strategic growth, vendor oversight, and operating model evolution.

"We founded Beacon Analytics to deliver actionable, cost-effective solutions rooted in real-world experience," said Frank Strauss, Co-Founder of Beacon Analytics Management. "Our partnership with Clarendon Partners expands our ability to deliver value at scale, particularly as clients seek trusted guidance through high-stakes operational decisions."

"At Beacon, we’ve seen firsthand how rapidly evolving client expectations are reshaping the asset management landscape," added Gerry Healy, Co-Founder of Beacon Analytics Management. "This partnership allows us to deliver deeper impact by combining Clarendon Partners’ executional rigor and deep understanding of outsourcing with our industry expertise to support firms navigating transformation at scale."

"As the leader of Clarendon Partners’ Asset Management practice, I’m excited about what this combined team can deliver," said Mike Parrinello, Managing Director at Clarendon Partners. "By bringing together Beacon’s specialists and Clarendon Partners’ asset management consultants—including members of our experienced transformation team—we’re equipped to help clients modernize their operations, manage complexity, and build resilient platforms for long-term growth.

"The partnership has already delivered tangible results. Clarendon Partners and Beacon Analytics Management have been jointly retained to support the asset management division of a global insurance company with over $500 billion in Assets Under Management. The engagement involves establishing the infrastructure and oversight model for the client's entry into a new, specialized asset class—enabling strategic portfolio diversification at scale.

For more information about the partnership or to learn how Clarendon Partners and Beacon Analytics Management can support your organization, contact evolve@clarendonptrs.comor ghealy@beaconanalytics.biz.