Who We Serve

Financial Sponsors

Financial Sponsors
Convergency Partners provides private equity and venture capital firms access to deep industry subject matter expertise and senior operating experience to help them evaluate investment opportunities and drive value creation.
By working with Convergency, you can significantly improve the probability of investment success.
How we help financial sponsors improve results

Deal Support

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.

Retained Support

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.

Operating Support

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
How Can We Help?
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