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