Our Clients

Our clients have many things in common:  They are professionals in their business, dealing with strategy, technology and operations in financial services.  They can do most of their work very well without consultants.  And when they do need advice, they want targeted professional support that combines deep industry expertise with an excellent consulting toolkit.  


Private Equity

  • Tech Funds
  • Financial Services Funds
  • DACH Funds
  • Debt Financing partners
  • Portfolio companies

Private Equity firms account for a substantial part of our consulting work. We have been advising global and regional players, those with investments in the financial services industry, and those without.  We help with market opportunity identification, commercial and technical due diligence, and work with their portfolio companies.

Private Equity firms value our ability to combine our hands-on operational industry experience with our fact-based analysis into insightful and relevant messages for their stakeholders - whether it is the investment committee or the debt financing partners. And they like our flexible arrangements that fit the logic and schedule of transaction processes.

Financial Institutions

  • Wealth Managers
  • Private Banks
  • Asset Managers
  • Funds Distribution Platforms
  • Wholesale Banks
  • Insurances
  • Distribution / agent networks

Across banking, insurance, and asset management we have been consulting the companies that deliver financial services.  We help develop relevant business strategies, prepare and execute M&A transactions and support the post-merger integration (PMI).  In the technology field, we help with selecting the right software solutions, whether it is a portfolio management system for a wealth manager or a core banking system for a wholesale bank.  And we help improve operations through core porcess improvements or outsourcing.

Software & Service Providers

  • Core Banking System
  • Wealth Management Software
  • Bank Software
  • FinTech
  • Payments providers
  • Securities services
  • BPO providers

Providers to financial institutions have their own set of opportunities and challenges.  We work for software firms providing system solutions as well as outsourcers.  We have a rich experience in structuring, negotiating and managing service management agreements.  And we know how to manage migration projects - whether IT or BPO.

Providers appreciate that we understand their particular business - and know the perspective of their clients, the financial institutions.