Celebrating five years of perfORM

We are proud to celebrate the three-year anniversary of perfORM Operational Due Diligence (ODD) becoming a JTC Group company, and five years since it was founded.

James Newman and Quentin Thom launched perfORM in 2019, a venture that had been years in the making. After noticing weaknesses and voids in the market, the duo launched a dedicated ODD firm offering a more flexible, practitioner-led ODD service with a cost-effective delivery and business model to address these gaps in the market.

The company has now grown into a team of 12 (spread across London, Geneva, NYC & Hong Kong) with over 125 years of combined ODD experience (garnered from working for Allocators including: Barclays Wealth, JP Morgan, UBS, and Blackrock).

Quentin said “None of this would have been possible without our trusted and diligent team… we believe any business is only as good as the collective parts and our success demonstrates our symbiotic business. A big big thank you to the team!”

Striving to become a leading ODD firm has been supercharged since joining the JTC family. perfORM can now offer the benefits of a flexible, nimble business whilst being supported and backed by a FTSE250 listed parent company.

The years of hard work of offering ODD solutions to Allocators, Investment Managers and Service Providers has paid off, with the company representing over 50 clients this year, including some of world’s most sophisticated and institutional Allocators and completing well over 250 ODD reviews since the start of 2023 alone.

One thing that does not change, however, are their values. They remain passionate about supporting safe, transparent and informed decision making, powered by operational due diligence research.

To find out more about perfORM Due Diligence Services, please contact Quentin directly or visit their website.