Who We Serve

Asset Managers

Convergency Partners works with investment firms looking to access 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 asset managers accelerate growth:

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.

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

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.

Product Strategy

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.

How Can We Help?

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