Castine's Acquisition of ResearchPool - A Conversation with the Decision Makers Artwork

Castine Conversations

We come across hundreds of interesting people and firms in the different projects that we undertake in the C3 space and we thought others would be as fascinated as we are with them. This podcast introduces us to business leaders, entrepreneurs, and businesses around the globe who have special interest in commission management (aka CSAs and soft dollars), broker/producer compensation, research services, and compliance. Each person is unique in their background and offers their advice on getting started and how their business operates and grows. We hope you enjoy it! Castine LLC is a solutions provider to C3 space (Commission Management, Compensation, and Compliance). We have offices in the United States, Argentina, and England. Our solutions are cloud-based and are used by institutional and retail brokers, investment managers, research providers, and hedge funds worldwide.

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Castine Conversations

Castine's Acquisition of ResearchPool - A Conversation with the Decision Makers

December 18, 2024 • Castine LLC

In this conversation, the decision makers on the ResearchPool and Castine teams talk about how this acquisition came to be.

Pedro Fernandes, the CEO of ResearchPool, Tom Smith, Castine's EVP of Sales, and Robin Hodgkins, Castine's President discuss how the two companies came together, each of their business models, and how the combined solution will benefit the global market for research management, budgeting, and payment services using commission management / CSAs.

ResearchPool's Research Management System's power comes from its ability to manage both internally originated research as well as research available on the ResearchPool broker research portal, now totally over 200 brokers and research providers.

Castine's asset manager and brokers solutions are industry leaders in the way they help manage budgets, research payments, due diligence, and the entire continuum of commission management / CSA processing around the globe.

The combined company can now offer research discovery and due diligence, research management, budgeting, and payments from end-to-end, helping existing CSA users and those returning to CSAs in the UK and the EU, to benefit from a one-stop approach for solutions.

For more information on ResearchPool, please visit ResearchPool.com. For more information on Castine LLC, including our commission management, compensation, and compliance solutions for investment managers and retail and institutional brokers, please visit CastineLLC.com