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.
M&A
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.