F2 Strategy, an advisor technology and marketing services firm, has acquired HBMJ Consulting, which specializes in operational scalability, data intelligence and technology transformation for hedge funds, hybrid funds, private credit and other alternative investment firms.
Doug Fritz, co-founder and executive chairman of F2 Strategy, said the acquisition aims to complement the purchase of Aliter Investment Services earlier this year and represents the next step in the firm’s growth plan.
By combining Aliter’s expertise in pooled investment servicing with HBMJ’s capabilities in hedge fund operations and accounting, Fritz said in a statement, F2 is building a unified asset management vertical to deliver comprehensive solutions across the sector.
“Just as F2 is a trusted partner to wealth management firms, HBMJ fills that same role for hedge funds,” Fritz added. “Like our previous acquisitions, HBMJ was built by an industry insider whose team brings unmatched knowledge and cultural alignment. That makes this partnership a natural fit and another powerful step forward in serving clients across the entire ecosystem of investments and advice.”
HBMJ was founded in 2004 by Dan Hunter. Its expertise spans system implementation and integration, data and reporting transformation, workflow automation and tactical execution support. The firm also boasts experience in financial accounting systems — particularly portfolio and partnership accounting platforms and complex fund structures.
“Joining F2 marks a defining moment for our team,” Hunter said. “For more than two decades, we’ve built a reputation for solving complex operational challenges through precision, innovation and deep systems expertise. This collaboration allows us to expand our reach, enhance the value we deliver and create new opportunities for both our clients and our team of experts.”
Including Hunter, HBMJ brings an 18-member team to F2. The executive team includes Nathan Morey, head of delivery; CJ Lin, director of technology; and Lena Friedman, business development officer.
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