Services

Advisory Firms, Multi-Family Offices, Banks & Broker Dealers

Helping firms with the business of providing financial advice.

- Strategic Growth Guidance and Planning

- 1-3-5 year Valuation Expansion Program

- Advisor in Transition Consulting: Make Informed Decisions & Control Your Destiny

- Specialized Market Studies, RFI/RFP vendor / technology partner improvement due diligence & management process.

- Cash Sweep Program Consulting

M & A Consulting

Advisory Firms, Multi-Family Offices, Banks & Broker Dealers

For Buyers: Strategic advice on refining your process to differentiate and win in a highly competitive market.

For Sellers: A process-oriented approach to understanding the market, your firm's value, and providing strategic guidance and execution to ultimately optimize the value of your business and find the right fit for your clients, employees, and owners.

Strategic Growth Consulting

Customized strategic business development & distribution consulting to help you reach your audience within the financial services ecosystem.

Recommended for growth-oriented advisory platforms, product and solution providers seeking expansion within the space.

Human Capital

Targeted Search to help you hire the best talent - COO / CCO, management, operations and administrative roles.