Specializing in the
WEALTHTECH
Industry
Revenue Optimization
Capital Raising
Strategic Partnerships
Mergers & Acquisitions
Even the way we are
different is different
We like the tough jobs
There are many advisory firms looking to add value to WealthTech companies. What makes us different is that we don't want to service the high-flyers where buyers are knocking the door down. If that is you, we are happy to charge a small fee to do the valuation and even coordinate the calls, but we suggest you give most of your money to a really good M&A attorney. We want the really tough jobs where our deep WealthTech focus, expertise, experience, and contacts can truly make a difference for a founder or owner, regardless of the prevailing winds.
We start by trying to not sell your company
Revenue is by far the best financing source, but it often gets overlooked in the typical transactional cycle. We spend the first 30-60 days on a deep-dive to really understand your company. Our goal is to come up with a plan to boost revenue and move the company as far forward as we can. If that takes bringing aboard an anchor client or raising some capital, we help with that.
We only sell your company as a last resort
While a sale is usually the best outcome for an investment bank, for us it is the last resort. If it does come down to it, we will have already invested the time to really understand your product, company, management team, technology, and market fit. Combine that with our deep WealthTech experience and extensive network of contacts and we will probably have a good idea of the best fit for you before we even pick up the phone.
Services
Our services all build off of and strengthen each other. We can either combine them to create a full, transformative life-cycle, or work a-la-carte to give you the boost that you need exactly where and when you need it.
Revenue Optimization
Deploy our experience, knowledge, and contacts to boost revenue. 30-Day deep dive for maximum impact.
Capital Raising
You focus on the important work of promoting and executing on your vision. We do the not-so-fun stuff.
Strategic Partnerships
The industry knowledge and contacts to help find you the right home to take you above and beyond the next level.
Free consultation with a consultant, not a salesperson
101 Federal Street
Suite 1900
Boston, MA 02110