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Industries We Serve

Wealth Management

We understand the mounting challenges that wealth management firms face in differentiating themselves as global and regional market, competitive, and regulatory pressures expand. Patpatia & Associates channels our expertise to guide brokerages, retail & private banks, insurers, and other advisory firms to position themselves for sustained growth.

  • Market Development – bringing an external, research-driven discipline to new market entry and strategic repositioning
  • Offerings and Advice – strengthening relationship engagement through holistic wealth platforms, comprehensive planning, and blended advisor & digital client experiences
  • Technology & Infrastructure Modernization – best-in-class platforms & processes to unlock the latent capacity of advisor distribution and streamline business operations
Insurance

Patpatia & Associates collaborates with our clients to shepherd their transformations into agile, customer-centric growth businesses. We assist with the optimization of value propositions, client experiences, career & third-party distribution, and infrastructure platforms to capitalize upon impactful market expansion opportunities.

  • Market & Distribution Expansion – coordinated market & product strategies and segmented customer engagement, along with omni-channel distribution systems
  • Operations Reinvention – modern business platforms and innovative client servicing to enhance productivity and profitability
  • Strategic Development – holistic client engagement via complementary wealth solutions and growth of complementary money management and banking capabilities
Asset Management

We assist money managers to build effective, solutions-driven businesses with robust retail, institutional, and private client distribution. We work with managers of both traditional equity & debt strategies, as well as alternative investments to enhance their market reach and asset gathering capacity.

  • Market Extension – regional and global business expansion strategies, including organic buildout and strategic transactions, to capitalize on new institutional and retail markets, including entry of European & Asian firms into the U.S. marketplace
  • Business Enhancement – streamlining front, middle, and back-office operations for improved profitability and risk management
  • Alternative Investment Businesses – developing new private and liquid alternatives offerings and establishing infrastructure to harness private client distribution
Venture Capital & Buyouts

We collaborate with venture capital firms to help them identify successful fintech and financial services enterprises.

  • Strategic Market Analysis – evaluation of growth potential and intensity of the competitive landscape for prospective targets
  • Acquisition Due Diligence – product and operating model assessment, to assess the viability of potential acquisitions

We also assist buyout firms, as well as established financial services enterprises, to assess strategically valuable transactions.

  • Target Assessment – evaluation of acquisition and lift-out candidates for fundamental market & competitive risk, as well as the opportunity to unlock new growth potential
  • Business Optimization Strategy – product renewal, realignment of distribution, and strategic combinations/ tuck-ins to maximize the value of acquired companies

Learn how we can HELP YOU
ACHIEVE YOUR BUSINESS OBJECTIVES
WITH OUR CUSTOM STRATEGIES AND
SOLUTIONS

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125 uNIVERSITY aVENUE,
sUITE 202
bERKELEY, ca 94710

INFO@PATPATIA.COM
(510) 559-7140

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