Our Services

What We Do

Three Core Practices. Proven Results.

How We Serve Our Clients

Our consulting practices are built around the areas where we can deliver the greatest impact. Each practice is led by seasoned professionals with deep domain expertise and a track record of results.

01

Practice Area One

Corporate Primary Listing Venue Selection

Choosing where to list your company is not the same as finding the best price via a search engine. Exchanges compete for your listing in multiple ways: listing fees, free and discounted services and marketing dollars to name just a few. Your primary listing venue is your partner. They should work with you and your key market maker(s) to advocate for the best market quality for your firm and your investors. As a former exchange employee, who was intimately involved with putting together marketing packages to potential listings, I can help you navigate your way to the best outcome.

  • Optimal venue selection
  • Marketing and partnership opportunities
  • Attracting the right market makers
  • Understanding listing fees
02

Practice Area Two

Exchange Traded Product Listing Venue Selection

ETPs are the fastest growing segment in the U.S. equity markets. With the addition of block chain products and multiple actively-managed offerings, you need an exchange that can provide you with the greatest expertise in your product types. Not all products are the same, so consideration of equity market model and market makers are critical - much more so than for corporate listings. Wall Street Experts can lead you to the best choice. Steven Poser's last assignment at his prior position was in the ETP group, and he also wrote one of the first articles, more than 20 years ago, on actively managed products. Experience matters. Talk with us about helping to decide where to list your ETP.

  • Understanding the best market model
  • Which Exchange programs are best for your ETP
  • Choosing the right primary market maker
  • Finding the best value for your product(s)
03

Practice Area Three

Market Structure Advice and Expert Witness Services

After working more than 21 years at an exchange, measuring how different order types are used and diving into the deep end of market structure and market quality, there are few people more qualified to review how the U.S. equity market works than our Managing Partner, Steven Poser. Mr. Poser has worked with the SEC, and competitors in the exchange space to advocate for rules and plans that helped improve the U.S. stock market. This includes advocating for improvements to the industry Limit Up Limit Down plan, authoring the first White Paper on tick constrained securities, and working closely with academia to help them better analyze the markets.

  • Understanding order types
  • Market structure lecturer
  • Expert Witness
  • Order routing

How We Work

Our Approach

Step 01

Discovery

We begin by deeply understanding your business, goals, and challenges through structured interviews and data analysis.

Step 02

Diagnosis

We apply rigorous analytical frameworks to identify root causes and strategic opportunities specific to your situation.

Step 03

Strategy

We develop a tailored strategic roadmap with clear priorities, milestones, and measurable outcomes.

Step 04

Execution

We work alongside your team to implement recommendations, course-correcting as needed to ensure results.

Start a Conversation

Let's Discuss Your Needs

Every client engagement begins with a confidential consultation. Reach out to explore how we can help.

Contact Us