• A wealth management service provider in assessing international expansion opportunities to complement its leading U.S. business.  The work was instrumental in supporting the allocation of growth capital to this part of the business.

  • A trust services company in developing its five-year international expansion strategy, to take advantage of changing customer behaviors and deliver above-market growth.  Our work underpinned the business plan and provided an objective assessment to the management team and shareholders.

  • A U.S. asset management provider in acquiring the business from its parent company to maximize the inherent value of the business.  A central part of the process involved identifying and quantifying national and international growth opportunities.

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