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

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. 

Opportunities

• 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.