Strategy Consulting

Strategy consulting is the foundation of what Tiburon delivers its clients. The firm believes that is has developed superior consulting processes specifically to help financial institutions develop leading-edge business strategies. As a result, the firm 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 and designing specific product & market strategies. Tiburon has designed such strategies for banks, brokerage firms, mutual fund companies, insurance companies, money managers, investment managers, financial advisors, and other suppliers which market products and services to these firms. Tiburon has developed corporate-wide strategies as well as individual product and market strategies. For example, the firm recently evaluated a range of new business opportunities for both a large mutual fund company and an independent trust company. The firm's strategy consulting process is based on Tiburon's existing in-depth market knowledge and extensive customized research conducted on behalf of its clients.

Typical Strategy Consulting Projects

Strategy consulting projects can take many forms. Some popular examples include:

  • Strategy Reviews
  • Product & Market Distribution Analyses
  • Merger & Acquisition Growth Strategies
  • Merger Integration
  • International Expansion Strategies
  • Business Process Re-Engineering
  • Management Team Assessments

Tiburon Strategy Consulting Projects Process

Tiburon's Managing Principal Chip Roame (center) and Research Managers Bruce Witney, Servio Lee, Matthew McGraw, and Jeff Nagy

At Tiburon, strategic consulting projects are complicated methodical research-based processes that often take 2-3 months to complete. However, Tiburon prefers to work closely with the senior executives of its clients and typically schedules review meetings with the team every two-to-three weeks during the process.

The costs depend on the breadth of the businesses addressed. Typical assignments range from $75,000-$250,000. Strategy Consulting projects can be discussed with any Tiburon Principal or CEO-in-Residence.

To read about related Tiburon services, please visit the Market Research, Venture Consulting, and Mergers & Acquisitions pages.

Note: All Tiburon projects are invoiced half at the mid-point date and half upon completion. On top of project fees, Tiburon bills for travel expenses but no other office expenses. When billing travel, Tiburon bills for two principals and/or research managers and bills all travel expenses. The firm's principals fly first class (business class if available on entire route) and its research managers fly coach class primarily out of San Francisco, CA.