Our Clients

Private Equity

Private Equity firms account for a substantial part of our consulting work. We have been advising global and regional investors, 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 on value creation and growth.

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.


Providers to financial institutions have their own set of
opportunities and challenges.  We work for software firms, service providers and tech platforms.  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.


Financial Institutions

Financial institutions –  banks, insurers, asset managers, trading venues – rely heavily on technology to deliver their core business.  Without a technology perspective and competence, strategy can neither be thought nor delivered.

We help financial institutions chart the right course – combining strategy, technology and operations.