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

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

- Cash Sweep Program Consulting

Strategic Growth & Business Development Consulting

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

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

M & A Consulting

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

M & A Consulting

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, evaluating whether to go direct or engage an investment banker, and search/selection/negotiation of the right investment banking partner to ultimately optimize the value of your business and find the right fit for your clients, employees, and owners.