OUR CLIENTS
PRIVATE EQUITY
FINANCIAL SERVICES
FINANCIAL SERVICES
DRIVE DEALS AND GROW PORTFOLIO COMPANIES
DEALS
● Due diligence
● Deal sourcing
GROWTH
● Work with portfolio companies to increase value by developing and implementing growth strategies
> > Build and grow companies as an adviser to management team or as an interim leader during transitional/uncertain times
>> Set right senior team in place by recruiting, hiring and coaching
> > Optimize business operations
> > Other, on an as-needed basis
INTERNAL PE PROJECTS
● Work with CEO/COO of PE firms on internal projects, e.g., strategy, change management, etc.
FINANCIAL SERVICES
FINANCIAL SERVICES
FINANCIAL SERVICES
EXECUTE DEALS, DEVELOP AND IMPLEMENT STRATEGY, AND MANAGE MAJOR INITIATIVES
PAYMENTS
● Credit cards, e.g., cobrand/affinity cards (major portfolio transactions, program renewals, etc.)
● Networks (Visa, Mastercard, American Express)
FINTECH
● Credit cards
● Prepaid cards/Unsecured cards
● Personal loans, etc.
PROPERTY AND CASUALTY INSURANCE
● Commercial Lines including Small Business, Specialty Lines
● Personal Lines
● M&A and Corporate Development
FAMILY OFFICE
FINANCIAL SERVICES
FAMILY OFFICE
SET UP AND IMPROVE MANAGEMENT AND OPERATIONS OF FAMILY OFFICES
● Develop long-term strategy with input from family members
● Ensure the right team is in place to optimize investments, tax, etc.
● Improve communications and level of engagement with and among family members across generations
● Instill sense of responsibility and understanding of trust and investments among younger generation(s)
● Lead unique special projects – TBD based on desires/needs of family or individual family member(s)