Dorsey Wright & Associates
Dorsey Wright & Associates (DWA) is a market leader providing data analytics, passive indexing, and smart beta research to professional financial advisors and leading asset managers worldwide. DWA’s investment models power numerous exchange-traded and mutual funds. Falfurrias Capital acquired DWA in November of 2011 and held the company for more than three years. In January of 2015, Falfurrias sold Dorsey Wright to Nasdaq.
Operational Value add
- Appointed Hugh McColl as chairman and recruited the former president of a leading ETF sponsor to the board of directors of Dorsey Wright
- Restructured subscription product pricing and packaging leading to increases in contribution margin
- Implemented a full, best-of-breed, front- and back-office software platform resulting in increased lead conversion, subscription management efficiency, and overall management visibility into the business
- Assisted in the rewrite of the dorseywright.com technology platform, which supports DWA’s Point and Figure subscription services and indexing business