Consulting
Tailored Solutions to move your Business forward
Independent Valuation and Enhancing Financial Performance
External & Independent Valuation.
We provide cost-effective, impartial and tailored services for the valuation of all or part of a business. We assist companies in refining their valuation practices and delivering independent valuation services—whether as a reviewer, preparer, or as support.
Transaction Services
Our experts will provide you with a comprehensive support to successfully achieve your Financial transactions by assisting on the different steps of the operation: Financial Due Diligence, Valuation Analysis, Management of Transactions Processes, Technical Due Diligence or any other Specific Due Diligence (ESG, Compliance, Tax, IT)
CFO Services
We provide tailored CFO Services designed to enhance financial decision-making, improve operational efficiency, and support business growth. Whether you need interim leadership, strategic financial planning (e.g budgeting and forecasting), Financial Reporting or operational support, our expertise ensures your organization achieves its objectives with clarity and control. With a hands-on approach, we bridge the gap between strategy and execution, empowering your team to focus on delivering value.
For more info contact:
Geoffrey Barré
Samuel Clerc
Corporate Finance
Sustainable Finance Services
Driving Value through Sustainability
1. CSR Strategy & Governance
We develop and implement customized CSR strategies aligned with your business model and governance framework. We ensure ESG commitments are embedded into your corporate structure and decision-making processes.
2. Regulatory Compliance & Implementation
We provide end-to-end support for regulatory compliance, from targeted advisory to full-scale integration. Our expertise includes CSRD implementation, covering double materiality assessments, data collection, and public disclosures as well as SFDR & Taxonomy Implementation.
3. ESG Value Creation & Risk Management
We help identify and assessing sustainability risks, design ESG due diligence frameworks for pre-deal assessments, and develop ESG value creation plans. Our methodology supports the monitoring of key ESG metrics and targets to enhance long-term resilience.
4. ESG Mock Inspections & Audits
We conduct gap analyses and maturity assessments to evaluate internal governance structures, ESG claims, and compliance with regulatory requirements and industry standards. Our approach ensures alignment with best practices and evolving market expectations.
5. ESG Reporting & Disclosure Support
We assist in the preparation of SFDR RTS Annexes and ESG reports, ensuring accurate and compliant disclosures.
6. Tailored ESG Training & Awareness
We offer customized training programs tailored to different functions within your organization.
For more info contact:
Geoffrey Barré
Clarisse Ivañez-Biessy
Comprehensive IT & Cybersecurity Solutions: Expert Guidance and Support.
- AI-Driven Cybersecurity
Implement AI-powered tools for proactive threat detection, risk management, and incident response.
- Recurring Services
Provide CISO, DPO or DORA as a service to maintain/improve the maturity of your risk management framework.
- Cybersecurity Architecture
Design and implement robust cybersecurity frameworks that align with your IT transformation goals.
- Independent Security Testing
Perform Ethical Penetration Testing and security assessments based on NIST, ISO 27002, and other standards.
- Business Continuity & Disaster Recovery
Review, test, and improve your Business Continuity & Disaster Recovery plans. We also offer Crisis and Incident Management support and training.
- Regulatory Compliance & Gap Assessments
Ensure your company meets key regulations (DORA, NIS2, FIDA, PSD2, GDPR, etc.) and support SOC reporting.
For more info contact:
Geoffrey Barré
François Barret
IT & Cybersecurity Services
Align, run and transform your business through the whole value chain.
- Operating Model transformation
Review, (re-) design and implementation of (target) operating models; cost and operational efficiency optimization.
- Strategy & market intelligence
Gather market data, analysis of trends or performance of competitive analysis and benchmarking.
- Technology solutions
Technology systems (gap) analysis and requirements definition; screening, selection and implementation of technology solutions.
- Program & Project Management
Support on transformation governance in accordance with market best practices and standards.
- Service Provider selection & outsourcing
Assistance on the selection of service providers (e.g. asset servicers) and migrations.
For more info contact:
Geoffrey Barré
Gustavo Rodrigues
Management Consulting
Tax Services
Provide various expertise related to Tax services
- Tax transparency : We are expert on tax transparency matters (e.g. Tax AML or DAC 6) and exchange of tax information (e.g. CRS).
- Tax Advisory : We assist across various Luxembourg tax matters, from corporate tax to VAT.
- Tax Governance and risk assessment : We help you in the assessment of your tax risk and in its remediation by implementing procedures and policies improving your tax governance.
- Trainings & Workshops: We are eager to share our knowledge of the tax regulations, markets’ practices and recent developments with your organisation.
For more info contact:
Geoffrey Barré
Vincent Marquis
Mandates as non-executive Independent Director or other ad-hoc and interim operational business and management role in your organisation
We will support you with the following services:
- Mandate as non-executive independent Director to accompany the supervision, compliance and development of your company.
- Mandate as Conducting Officer or member of valuation committee or investment committee.
- In the execution of your governance during your Annual General Meeting, Board of Directors and other specialized Executive.
Our team can also take over interim management or operational assignments, and substitute to open positions in your organization for short to medium-term durations.
For more info contact:
Cyril Cayez
Geoffrey Barré
Governance & outsourcing
Our team
Geoffrey is Réviseur d’Entreprises in Luxembourg and gained extensive knowledge of the asset management industry through an experience of 10 years within PWC Luxembourg, performing external audit of UCITS, Alternative Funds and Management Companies.
During the last 5 years, Geoffrey completed his expertise of the Financial Sector within the Commission de Surveillance du Secteur Financier (CSSF) by carrying on-site inspections and became specialized in ESG by leading the ESG Thematic On-Site Inspection of some of the largest asset managers in Luxembourg and in contributing to the CSSF ESG Task Force.
Geoffrey holds the CFA certificate in ESG Investing.
Samuel Clerc, CFA, is a seasoned finance professional with almost two decades of experience in Luxembourg and abroad, specializing in Transaction Services and CFO Services. With a strong background in corporate finance, he has been involved in and executed 20+ transactions in private equity, venture capital, and real estate, covering both direct investments and fund of funds structures full investment cycle. He has also managed several M&A mandates across Europe and the US, on both the buy-side and sell-side. Samuel combines deep expertise in alternative investments with a focus on delivering tailored solutions to complex financial challenges. He is committed to driving value through strategic insights, operational excellence, and hands-on execution.
Vincent is a highly experienced tax adviser with over 20 years of expertise in Luxembourg’s financial sector. He began his career managing financial services at a major firm, then advanced to a counsel position where he provided expert tax advice.
He later became a tax partner, leading the tax department and overseeing business operations. Most recently, Vincent served as a key tax adviser, focusing on tax compliance, regulatory analysis, and advising on complex client structures.
Gustavo has 20+ years of international experience both as a consultant and directly on the financial services industry leading and delivering (international / cross-border) strategic, operational and technological transformations to asset managers, asset servicers, (private) banks and market infrastructures.
More generally, Gustavo supports market players in the shaping and delivery of (large) projects, front-to-back impacting business, process, regulatory, technology and people elements.
Prior to joining HACA Partners, Gustavo was a Partner with a big-4 in charge of the Consulting – Asset Management & Alternative Investments team.
François has more than 20 years of experience in the financial services industry (Banks, PSFs, Asset Management).
He built a solid expertise in Cyber Security, Data Privacy by being the Chief Information Security Officer, Business Continuity Manager and Data Protection Officer for a Private Bank, Asset Management and Insurance Company, and its European branches for the last 5 years.
François also spent several years in a Big 4 Consulting firms by leading Cyber Security and Data privacy assignments in Luxembourg and abroad for prestigious well-known financial services clients (Banks, PSFs and Asset Management companies).
Sybille, is an experienced professional with over 29 years of experience in the financial sector. She is an accomplished professional in Audit with a demonstrated history of success within the insurance sector. Proficient in Financial Risk, Risk Management, Auditing, Operational Risk, and Solvency II, she is a strong accounting professional holding a Bac+5 degree with a focus on Finance - Audit from ESC Nancy (ICN).
Throughout her career, Sybille has held pivotal roles such as Head of compliance (Life insurance), Operational Risk Manager, Senior Internal Controller, and Senior Internal Auditor. Her comprehensive knowledge extends to Life & General Insurance, Bank and Fund Administration, encompassing expertise in risk management, Internal Control, and internal & external Audit.
Project Manager, Nadane has 7 years of professional experience serving financial services firms in Luxembourg, mainly banks, management companies and insurance companies.
Nadane built a robust experience in consulting and handling transversal projects in various fields (digital, compliance, TOM, process optimisation, change management…) in Luxembourg. He also had the opportunity to practice business development for the different consulting companies he worked for in Luxembourg.
Nadane is Manager at HACA Partners and is mainly involved in Consulting engagements.
Sébastien has accumulated 4 years of professional experience working with financial services firms in Luxembourg, including banks, management companies, and private equity funds.
Early in his career, Sébastien developed a solid background in risk and asset management. Then, his expertise expanded to include financial modelling, M&A accounting, and equity markets during his MBA-equivalent studies at London Business School.
Clarisse has more than 5 years of experience in the audit and consultancy services. She gained experience on internal and external audits working mostly on Investment Funds (UCITS and AIFs) and other financial market participants.
In addition, she obtained ESG (Environment, Social, Governance) expertise through her curriculum at the EFFAS alongside with the INDR CSR training. Hence, she is certified ESG analyst (CESGA®) and CSR expert.
She is an active member PRO RSE association (Luxembourg Association for CSR Professionals), Luxembourg Private Equity Association (LPEA) and Société Française des Analystes Financiers (SFAF).
Meryl has 4 years of professional experience serving financial services firms in Luxembourg, mainly alternatives funds.
Meryl built a robust experience in auditing and supporting valuation service for a “Big Four” firm in Luxembourg.
Meryl is a Senior Consultant at HACA Partners and is mainly involved in valuation and modelling service.
Claudia has over 3 years of professional experience working as an external auditor in the alternatives industry in Luxembourg.
Claudia built a robust experience in auditing clients for a “Big Four” firm in Luxembourg. She also was involved in the review of valuation models in coordination with valuation specialists