Wealth Management Market Entry
Managers looking to access the wealth management market work with us to enter the market successfully while maintaining focus and leveraging their team’s time.
Distribution Strategy and Execution
We work with our clients to help identify and engage strategic distribution partners to help them grow. We find the optimal fit, align objectives and assist in negotiating the right deal structures.
We work with traditional and alternative managers to develop, validate, execute, and support growth strategies and initiatives in wealth management and institutional client segments.
We support both buyers and sellers in the asset management space and our experience allows us to bring perspective on what each side of the transaction is looking for. We identify potential acquirers as well as targets. We help our clients prepare for due diligence as well as conduct it.
Using our insights as senior operators, we help our clients uncover hidden opportunities to drive product success. We advise from both operational and sales perspectives, identifying opportunities to enhance products to align more closely with the needs of buyers.