Endowment Management:  Many universities or institutions have substantial endowments that require professional management to ensure growth while meeting the institution's financial obligations. We often provide investment management expertise to help grow these funds responsibly.

  Debt Financing and Management:  Higher education institutions may require assistance in structuring and managing debt, whether for capital projects, refinancing existing debt, or managing cash flow. We provide advice on optimal debt structures and assist in securing financing.

  Financial Planning and Budgeting:  We assist institutions in developing comprehensive financial plans and budgets that align with their strategic goals. This can include forecasting revenues and expenses, optimizing resource allocation, and identifying areas for cost savings.

  Risk Management:  Institutions face various financial risks, including market risks, regulatory risks, and operational risks. We offer expertise in risk assessment and mitigation strategies tailored to the higher education sector.

  Treasury Management:  Efficient management of cash flows, liquidity, and investments is critical for institutions. Our financial experts can help institutions optimize their treasury operations to ensure adequate funds for ongoing operations and strategic initiatives.

  Tax Planning and Compliance:  We offer tax planning strategies to minimize tax liabilities while ensuring compliance with applicable laws and regulations.

  Fundraising and Development Services:  We specialize in supporting institutions with fundraising campaigns, donor management, and development strategies to grow endowments and secure philanthropic support.

  Employee Benefits and Retirement Plans:  Managing employee benefits and retirement plans is crucial for Institutions to attract and retain talent. ACTL expertise in designing and managing competitive benefits packages and retirement plans.

  Advisory Services:  Beyond day-to-day financial operations, our services include financial modeling, scenario planning, merger and acquisition advisory, and other strategic initiatives.

  Technology and Innovation:   As institutions embrace digital transformation, our firm offers technology solutions and innovations that streamline financial operations, enhance data analytics, and improve decision-making processes.

Overall, external financial services play a vital role in supporting higher education institutions in managing their financial complexities, optimizing performance, and achieving long-term financial sustainability and growth.