Financial Services & Private Equity | Value Creation & Transformation

Strategy, Transformation & Value Creation in Financial Services

Global Financial Services Strategy Consulting

We advise financial institutions and private equity portfolio companies on strategy, transformation, and value creation across the financial services value chain. Our work spans the US, UK and Europe, supporting decision-makers through complex change and operational inflection points.

How We Deliver Value

For Private Equity:
We design and execute value creation plans that accelerate EBITDA through commercial excellence, pricing strategy, operational efficiency, and digital transformation. Our work spans commercial due diligence, 100-day planning, post-acquisition value capture, and interim or fractional operating support—maximizing returns across the deal lifecycle.

‍For Financial Institutions:
We partner with leadership teams to drive enterprise transformation, optimize operating models, and unlock revenue growth. Our services include strategic roadmap development, digital enablement, front-to-back cost takeout, customer experience redesign, and large-scale change management—ensuring alignment from boardroom to execution.

SEE CASE EXAMPLES

Leading French Bank FX Platform Assessment
A global FX strategic business plan which identified 25 international target markets, operational and regulatory complexities and developed a business case for the bank’s single dealer FX and OTC FinTech platform.

Leading US Private Bank
Led and assessed the bank’s end-to-end Wealth Management operating model from client onboarding to trade settlement in determining competitive differentiators and non-value-added activities. Subsequently, presented the strategic fit, key drivers, and heat map analysis to the COO to support executive decision making in determining strategic direction and pace of change for replacing their platform. Case included a detailed analysis of twenty-five FinTech firms (e.g. SunGard, Advent, Charles River) to address siloed processes.

Comprehensive
Due Diligence Offering

We work with other venture capital, private equity, family offices or private investors and can provide comprehensive or targeted topic due diligence on FinTech and InsurTech firms. Scope can include but not limited to:

Creation of an Investment Memorandum
Full Financial Analysis, Valuation and Exit Scenarios
Detailed Analysis on Market Trends and Market Sizing
Detailed Analysis on Competitive Environment and Comparable Valuations
Benchmarking Analysis
Industry Technology Usage
Regulatory Analysis
Technology Integration
Insights into European, Asian and US Markets

SEE CASE EXAMPLES

Leading Global Legacy FinTech Firm
A comprehensive due diligence assessment was conducted to evaluate retirement managed account solutions providers to drive revenue by over $100MM USD representing a 33% uplift.

Disrupting FX Remittance Start-up For SMEs
‍Exhaustive due-diligence report was created for institutional investors that highlighted the firm’s financial opportunities, competitive analysis and regulatory environment which enabled both investors and start-up to partner.

Strategic Partnerships

Go-to-Market Enablement & Strategic Partnerships

‍We facilitate high-impact commercial partnerships between emerging technology firms and leading financial institutions. Our focus is on enabling strategic distribution, enterprise sales acceleration, and co-branded go-to-market execution.

Leveraging deep expertise in financial services strategy, operations, and digital infrastructure, we help FinTech and enterprise tech firms navigate procurement, align value propositions to buyer pain points, and close institutional deals faster.

We also support banks, insurers, and capital markets players in identifying and integrating innovative solutions that enhance efficiency, compliance, and revenue growth.

Strategic channel partnerships
Commercial due diligence and buyer mapping
Enterprise sales playbook design
GTM strategy and packaging
Commercial term structuring

Advisory. Due Diligence.
Strategic Partnerships.

SEE CASE EXAMPLES

SEE CASE EXAMPLES

Brochure

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We want to hear from you

Advisory. Due Diligence.Strategic Partnerships.

SEE CASE EXAMPLES

SEE CASE EXAMPLES

Brochure

Enter Your Info Below And We Will SendYou The Brochure To Your Inbox!

We want to hear from you

Advisory. Due Diligence.
Strategic Partnerships.

Enter Your Info Below And We Will Send
You The Brochure To Your Inbox!