There is a handful of venture capital & private equity firms that invest regularly in, or even have funds dedicated to, the financial services industry. Many of these firms have come to Tiburon for assistance in evaluating investment opportunities. For instance, Tiburon has recently provided support for Aquiline Holdings, Bain Capital, Capital Z Capital Management, Clayton, Dubilier, & Rice, Edison Venture Fund, FTV Capital, General Atlantic Partners, GTCR Golden Rauner, Hellman & Friedman, Lovell Minnick Partners, Silver Lake Partners, Thoma, Cressey, & Bravo, and Warburg Pincus. Popular investment areas have included online investment advice, online research tools, access to separate accounts, access to alternative investments, aggregation, & portfolio reporting.

Investment Banks

A growing number of investment banks have been contacting Tiburon for assistance. Tiburon certainly doesn't hold itself out as investment bankers but believes that its industry knowledge can help investment bankers help their clients with capital raising and mergers & acquisitions transactions. Tiburon has recently provided support for Berkshire Capital Securities, Business Transitions, Grail Partners, the McLean Group, Mitchell Hartley, and Silver Lane Advisors.

CPA & Law Firms

Many CPA & law firms have reached out to access Tiburon's depth of industry knowledge for corporate, auditing, taxation, or litigation matters in the brokerage and investments industry. Tiburon recently provided support for DLA Piper Rudnick Gray Cary, Fred Lockwood & Company, Gilman & Cioca, Marcum & Kliegman, and Ziffren, Brittenham, Et. Al.

Consulting Firms

Numerous other broader-based consulting firms have engaged Tiburon to assist in projects for their clients in the areas of brokerage & investment management. For instance, Tiburon has been engaged by McKinsey & Company, Bain & Company, Accenture, Advisor Impact, B/D Search, Capital Markets Consultants, CEG Worldwide, Client Wise, Crittenden Advertising, DAK Associates, Financial Services Resource, Focus Point Solutions, Harpeth Partners, Harris Interactive, JCPR, Market Metrics, Moss Adams, Novantas, Optima Group, Orbis Marketing, Paragon Resources, Rogers Casey, Russell Reynolds Associates, Summerville Advisors, Sun Star, Techna, and Turning Point.

Institutional Investors

Although Tiburon doesn't hold itself out as investment consultants (a field quite different than management consulting), the firm has been engaged by a few institutional investors to help them in understanding market opportunities in complicated markets such as hedge funds.

Independent & Captive Advisors

Tiburon's services are primarily positioned for financial institutions. However, since many of its research projects have been focused on assisting financial institutions in understanding the various financial intermediary channels, the firm has come to have a thorough understanding of best practices of many types of financial advisors. Many of these advisors have purchased Tiburon's research reports, had the firm in to conduct market seminars on building a great business, or asked Tiburon to interview their clients to obtain custom feedback.

Governments, Trade Groups, & Conference Companies

Tiburon has also given numerous speeches, and otherwise supported, a wide range of governmental bodies, trade groups, & conference companies, such as the Federal Financial Institutions Examination Council (FFIEC), the American Bankers Association (ABA), the Investment Company Institute (ICI), the Money Management Institute (MMI), the CFA Society, the National Investment Company Service Association (NICSA), the Mutual Fund Education Alliance (MFEA), the Investment Programs Association (IPA), the American Institute of Certified Public Accountants (AICPA), the Asset Consulting Roundtable, the Securities Industry & Financial Markets Association (SIFMA), the Association of Independent Trust Companies (AITCO), the Financial Planning Association (FPA), the Investment Adviser Association (IAA), the National Association of Personal Financial Advisors (NAPFA), the Investment Management Consultants Association (IMCA), the National Association of Active Investment Managers (NAAIM), the National Association of Insurance & Financial Advisors (NAIFA), the Fiduciary & Investment Risk Management Association (FIRMA), the Counsel of Independent Financial Advisors (CIFA), the Philadelphia Foundation, Financial Research Associates (FRA), the Institute for International Research (IIR), and the Institute of Financial Planning (IFP) (UK).

Tiburon is happy to provide this list of clients to help prospective clients understand the scope of the firm's work. That said, Tiburon can't share specific details of work that it completed for individual clients because Tiburon takes confidentiality quite seriously. However, feel free to contact any of the above clients. Specific contact information can be obtained from any member of the Tiburon team.

To learn more about Tiburon's core competencies, click on Industry Knowledge, Consulting Skills, Research Capabilities, & Industry Experience pages of this web site.