Private Equity Advisory

Private Equity Advisory

Developing Investment Opportunities

We help private equity firms, hedge funds, and proprietary investors acquire and grow businesses in insurance, banking, asset management, brokerage, fintech, and other financial services-oriented industries.

We work with general partners in several areas:

Strategic opportunity assessment & target identification pinpointing under-valued market segments and companies with potential for attractive value realization

Business due diligence harnessing our deep financial services knowledge to analyze business fundamentals and the viability of potential venture & buyout investments

Strategic combination advisory driving multi-company synergies, as well as managing the integration process

Turnaround guidance diagnosing inefficiencies as well as revenue enhancement opportunities, and assisting management with the reengineering of operations to unlock profitability

Infrastructure enhancement upgrading front-, middle, and back-office technologies to boost competitiveness

Market & channel extension aligning segmented marketing and sales strategies to harness new advisor and digital distribution outlets