Financial Services Industry Strategic Advisors:
Leveraging the Key Counselors to the Financial Services Industry

Recently Released!!!
Date Published: December 2011
Comprehensive PPT Deck: 55 Slides
Summary PPT Deck: 24 Slides


The purpose of this research is to provide readers with an initial understanding of strategic advisors to the financial services industry, including consulting firms, CPA firms, law firms, & investment banks The goal of this research is to assist Tiburon’s financial services industry CEO-level clients in leveraging the key counselors to the financial services industry, many of whom work closely with Tiburon on client projects.

This research outlines financial services industry strategic advisors:
    • Consulting Firms
    • CPA Firms
    • Law Firms
    • Investment Banks

This research makes the following future predictions for the financial services industry strategic advisors business, including: 

  • Increasing Role for Industry-Specific Strategic Advisors
  • Predicted Winning Strategic Advisors, Including Consulting Firms, CPA Firms, Law Firms, & Investment Banks

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