The purpose of this research is to provide readers with a comprehensive understanding of strategic advisors to wealth & investment management firms, including consulting firms, CPA firms, law firms, & investment banks, as well as strategic investors in wealth & investment management firms through venture capital, mergers & acquisitions (including private equity), public offerings, and public stocks. The goal of this research is to assist Tiburon's CEO-level clients in leveraging the key counselors to and investors in wealth & investment management firms, many of whom are Tiburon members.
Strategic Advisor Businesses
This research defines the distinct strategic advisor businesses serving wealth & investment management firms, including:
Consulting Firms
- Strategy Consulting Business
- Sales & Marketing Consulting Business
- Human Capital 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
- Trust & Estates Business
Investment Banks
- Securities Underwriting Business
- Mergers & Acquisitions Advisory Business
- Institutional Sales & Trading Business
- High Net Worth Brokerage Business
Strategic Investors
This research outlines wealth & investment management strategic investors, including:
- Wealth & Investment Management Venture Capital
- Wealth & Investment Management Mergers & Acquisitions
- Wealth & Investment Management Public Offerings
- Wealth & Investment Management Public Stocks
Future Predictions
And this research makes several future predictions for wealth & investment management strategic advisors & investors, including:
- Substantial Growth in Wealth & Investment Management Strategic Advisors & Investors
- Increasing Dominance of Strategy Consulting
- Increasing Role for Industry-Specific Strategic Advisors
- Venture Capital Opportunities and Mergers & Acquisitions to Outpace Public Offerings