Investment Managers

Investment Managers
Convergency Partners works with investment firms looking to penetrate new distribution markets, develop commercial solutions, and leverage innovative technology.
We have lived the challenges this industry faces, serving in top roles at some of the most respected firms. We use our insight to help companies navigate the path to innovation and accelerate their business growth.
How we help wealth managers accelerate growth:

Wealth Management Market Entry

Institutional managers looking to tap 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.

Growth Strategy

We work with traditional and alternative managers to develop, validate, execute, and support growth strategies and initiatives in wealth management and institutional client segments.


For investment managers looking for an acquirer, we can identify potential buyers as well as work with them in preparation for due diligence. We use our experience to bring perspective on what a potential buyer will be looking for and help our clients take steps to prepare their company for merger or sale.

Product Strategy

Using our insight 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 and target the message to reflect their concerns and pain points.

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