Specialist Financial Markets Management Consultancy Firm Providing Domain Expertise and Change Implementation Services to Financial Institutions.

Business Services; Financial; Technology, Media, Telecom & Data
Client Code: BN000046091
Turnover (Actual): £8,449,000
EBITDA (Actual): £1,346,000

Specialist financial markets management consultancy firm that provides domain expertise and change implementation services to financial institutions to assist these companies to deliver regulatory and business-driven initiatives.

Key Aspects
  • With over 30 years of experience in the financial advisory sector, the company stands as an industry leader in their niche.
  • The company offers a diverse range of services, each contributing a significant amount of revenue. This approach helps mitigate the risk of relying too heavily on any single revenue stream.
  • The company's consultancy services have demonstrated a significant impact, highlighted by the long-term relationships that the company has with its core clients.
  • The company's consultants’ have extensive expertise and experience and enjoy high trust from the clientele.
  • The company has completed work for many leading financial market organisations and maintains good relationships with a number of key contacts across these organisations.
  • 70% of the company’s clients have been active in the last 12 months. 
  • The company maintains master agreements (MSAs) with a number of the world's leading financial organisations.
  • The company enjoys a strong client retention rate, with clients frequently returning for their consultancy services, resulting in the company generating recurring revenues. 
  • The business holds a robust domestic reputation and has the potential to readily diversify into various consultancy verticals, such as asset management consultancy and insurance consultancy.
  • The company has undertaken ad-hoc projects in the US, Canada, and Europe, offering potential for any acquiring entity to expand its services cross-borders. 
  • The company's social media and digital marketing channels have received limited investment, offering an acquiring entity a straightforward avenue to enhance growth by investing in these identified under-invested areas.
  • The company's Data and Analytics practise is perfectly positioned to capitalise on the need for financial services organisations to optimise their data in order to support their AI ambitions.
  • The company's expansion into the ESG sector is further propelling its growth. This move has resulted in the company forming agreements with notable blue-chip clients.
  • The company possesses unmatched domain expertise, enhanced by a collaborative approach that empowers strong service delivery.