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Key trends to monitor in 2024
Key trends we are monitoring in 2024 and beyond in asset management, wealth management, and alternatives.
2023 M&A Review & Outlook
Alternatives, asset management, and wealth management M&A deal-making was on par in 2023 but market volatility slowed deal-flow. The momentum in the alternatives space is anticipated to continue.
Deal Advisory (M&A) Services
Top of the house strategy and deal advisory services from pre-deal due diligence to post-merger integration
M&A Transaction Lifecycle Solutions
Top of the house strategy and deal advisory services from pre-deal due diligence to post-merger integration
Six Golden Rules of M&A
Here, we share six of our golden rules for approaching M&A transactions with the hope that you might avoid some of the pain we've seen some clients experience
IM2 Toolkit
The IM2 Toolkit has been built over the last 15 years and leveraged as a uniform approach for delivery of multiple transformation programs…
Case: Strategic Optimization
The US business of a global financial services firm was exploring options to optimize its back office…
Case: Transition to Self-Clearing BPO Model
Business Case: A private wealth advisor and private bank was looking to change its business and operating model….
