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

Recently Released!!!
Date Published: August 31, 2015
Summary PPT Deck: 40 Slides
Reference PPT Deck: 207 Slides


The purpose of this research is to provide readers with an 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, including:
    • Consulting Firms
      • Strategy Consulting Business
      • Sales & Marketing Consulting Business
      • Organizational Effectiveness Consulting Business
      • Operations & Technology Consulting Business
      • Other Consulting Business
    • CPA Firms
      • Audit & Attest Business
      • Tax & Financial Planning Business
      • Consulting Business
    • Law Firms
      • Corporate Law Business
      • Litigation Business
      • Lobbying Business
      • Trusts & Estates Business
    • Investment Banks
      • Securities Underwriting Business
      • Mergers & Acquisitions Advisory Business
      • Institutional Sales & Trading Business
      • High Net Worth Brokerage Business

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

  • Increasing Role for Industry-Specific Strategic Advisors
  • Increasing Dominance of Strategy Consulting
  • Continual Industry Consolidation

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