Financial Sponsors

As senior operators, we understand the dynamics of asset management, wealth management and fintech industries at the deepest level. We use this knowledge to help PE and VC firms develop and validate investment theses.

We then evaluate potential investments, supplementing the due diligence process by applying our deep subject matter expertise to give greater perspective on a target company’s business strategy and management team.

Rather than engage us deal to deal, clients can choose to maintain an ongoing relationship with Convergency.  This ensures timely response when the sponsor’s need arises, and an ability to tap Convergency’s expertise in key moments.

As senior operators with powerful networks and decades of expertise working in top roles in the industry, we help financial sponsors drive value creation by:

• • Working with leadership to review and enhance strategy with an eye towards accelerating growth
  • Providing strategic business development, both organic and inorganic
  • Covering key operating roles at portfolio companies on an interim basis
  • Identifying executive leaders for portfolio companies from our expansive networks
  • Serving on boards of directors as investor representatives
  • Recruiting and formulating advisory boards