Industry Experience

Specialty Financial Services

Our significant industry knowledge, resources and experience enable us to work closely with a broad range of financial services companies to accelerate growth and build sustainable competitive advantage.

As an active partner to management, we will identify market opportunities, develop a strategic plan, refine the go-to-market strategy, and work to deepen the competitive advantage of the business.

Within financial services we focus on both asset-light and asset-based business models that will be rewarded for its intangible value and franchise, rather than simply its return on equity. To identify businesses with outsize return opportunity we have a macro driven research approach focused on deep markets segments, sustainably high return on asset business models, and unique service delivery or distribution models. We continuously interact with financial services executives and intermediaries, which enables us to identify market trends and be a preferred partner to help drive the growth and development of the future leading companies in the financial services vertical.

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Managing Director
Matthew S. Feldman

Industry Expertise