Tiburon offers market seminars, market research, strategy consulting, and other related services within the brokerage, investment management, wealth management, banking, and insurance marketplace. Click the boxes in the chart below for explanations of Tiburon's most popular client services:

Tiburon Strategic Advisors has been engaged to conduct a wide variety of research and consulting assignments. Most of the firm's work is in the area of strategic consulting. However, research is the basis for all of Tiburon's work and hence the firm conducts many research projects. At the same time, Tiburon's clients drive the issues and topics that the firm researches which keeps Tiburon on top of the industries most prevalent trends, issues, and new developments.

Tiburon's Core Services

In addition to Tiburon's research report series and conference speeches, the firm's core services include market seminars, market research, and strategy consulting:

Market Seminars

Tiburon delivers semi-customized industry overview presentations covering a wide variety of market and product segments within the brokerage & investment management marketplace. Market seminars are ideal for clients who need a quick and yet in-depth understanding of the overall brokerage & investment management markets or any particular segment(s) of these markets. Specifically, Tiburon executives have been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, and entrepreneurial groups. This is a great way to kick-off management committee or board meetings. Some clients then develop their own strategies; others engage Tiburon for further research and strategy work. These sessions also provide substantial data and analysis for developing business plans. Click here for more information on Tiburon's market seminars.

Market Research

Tiburon utilizes a rigorous research-based method in helping its clients to develop leading-edge business strategies, and as a result, many other clients have engaged Tiburon to complete market research assignments. Market research projects are customized to explore each client's specific area of interest, and can include internal capabilities assessments, competitor & market analysis, and client research. Research projects typically take four-to-eight weeks to complete. Click here for more information on Tiburon's market research.

Strategy Consulting

Strategy consulting is the foundation of what is delivered at Tiburon Strategic Advisors. Tiburon believes that it has developed processes specifically to help financial institutions develop leading-edge business strategies. As a result, Tiburon has been engaged to lead a wide variety of strategic projects for a broad spectrum of product and service providers in the financial services industry. Tiburon's core capabilities are building on a firm's strengths, assessing its opportunities, and recommending specific product and market strategies. Tiburon's strategy consulting process is based on its in-depth market knowledge and extensive customized research conducted on behalf of its clients. Strategy consulting projects typically take two-to-three months to complete. Click here for more information on Tiburon's strategy consulting.

Other Tiburon Services

As a natural outgrowth of Tiburon's core services and research-based approach, Tiburon has been able to help clients in areas such as venture consulting and mergers & acquisitions advice, and to establish business relationships that allow Tiburon to play an on-going role in its clients' businesses such as retainers, board roles, and executive counseling:

Venture Consulting

Tiburon's venture consulting expertise is an outgrowth of its consulting experience and executive industry contacts. Its consulting experience allows it to help start-up firms target the right market, develop the right products, and utilize the right pricing strategies. At the same time, many of Tiburon's contacts are strategic investors and appreciate being introduced to investment opportunities. Tiburon is focused on venture consulting opportunities where it can add value to the strategy and where strategic capital is sought. There are other firms better equipped to raise straight venture capital. Click here for more information on Tiburon's venture consulting.

Mergers & Acquisitions Advice

Tiburon's capabilities in mergers & acquisitions advice are an outgrowth of its industry knowledge and consulting experience. Tiburon can help in two ways. First, Tiburon can help develop M&A strategies, again by analyzing a firm's capabilities, position in the market, and its potential opportunities. Second, Tiburon can conduct buyer/seller research, profiling likely candidates. Tiburon's expertise is not in due diligence and negotiations or traditional investment banking. Click here for more information on Tiburon's merger & acquisitions advice.

Retainers, Board Roles, & Executive Counseling

Retainers, Board Roles, & Executive Counseling - Finally, beyond its research and strategy assignments, many Tiburon clients have sought Tiburon to play ongoing roles in their businesses. Tiburon has agreed to a wide variety of retainers, board roles, and executive counseling roles. The members of Tiburon's CEOs-in-Residence program also play a key role here. Click here for more information on Tiburon's retainers, board roles, & executive counseling.

For more information regarding Tiburon, please see the sections titled About Tiburon, Tiburon People, Tiburon Toolkit, and Tiburon in the Press.