Trusted advisors to investors, executives and entrepreneurs in financial services and financial technology. We collaborate with leaders and teams to resolve tough strategic issues and maximize long-term value.

Deal
Advisory

Portfolio
Optimization

Performance Improvement and Strategic Problem Solving

Banks
and Banking

Executive Leadership Coaching

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We help investors across the deal advisory process – deal generation, due diligence, post-acquisition strategic blueprints – to gain a deep understanding of markets and target businesses and put capital to work efficiently and effectively.
We provide strategic and operational assessments of portfolio companies to ensure clearly defined value-creation plans and, when necessary, restructuring plans that build paths to profitable growth and sustainability.
We offer early-stage and founder-led companies a high level of experience and expertise that can be applied to solving meaningful problems, including restructurings and transitions to profitable growth, risk management, regulatory and compliance strategies, go-to-market strategies, operational improvement, organizational assessment and development, and strategic decision making.
We offer deep insights into all facets of the banking industry and landscape, which can be translated into strategic advice for fintechs and their investors, as well as action-oriented advice for banks and bankers in a very challenging environment:

• CRE portfolio assessments and restructurings
• Risk management strategies
• Regulatory and compliance management
• Deposit & liquidity analytics
• Technology assessments and vendor-management decisions
• Digital competitiveness
We really value the opportunity to offer our best advice and insights to help great leaders reach their full potential and build great teams and organizations.

We help investors across the deal advisory process – deal generation, due diligence, post-acquisition strategic blueprints– to gain a deep understanding of markets and target businesses and put capital to work efficiently and effectively.

We provide strategic and operational assessmentsof portfolio companies to ensure clearly defined value-creation plans and, whennecessary, restructuring plans that build paths to profitable growth andsustainability.

We offer early-stage and founder-led companies a high level of experience and expertise that can be applied to solving meaningful problems, including restructurings and transitions to profitable growth, risk management, regulatory and compliance strategies, go-to-market strategies, operational improvement, organizational assessment and development, and strategic decision making.

We offer deep insights into all facets of the banking industry and landscape, which can be translated into strategic advice for fintechs and their investors, as well as action-oriented advice to banks and bankers on risk management, technology assessments and vendor-management decisions, and growth strategies in a challenging environment.

We really value the opportunity to offer our best advice and insights to help great leaders reach their full potential and build great teams and organizations.

View our case studies