About Tiburon

Tiburon was formed in 1998 to offer market research, strategy consulting, & other related services primarily to financial services firms. From the outset, Tiburon focused on conducting research to support its consulting & investing businesses. The firm has subsequently extended its services to include Tiburon Research Calls & Tiburon Written Research, Tiburon CEO Summits, Tiburon Seminars, Training, & Speeches, and Tiburon Advice, and has become very active in working with venture capital, private equity, & activist investors.

Tiburon’s core clientele groups are the CEOs and other senior executives of large United States financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the United States markets, and a long list of venture capital & private equity firms, and hedge funds, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights.

Tiburon intends to remain a mid-sized industry-focused boutique advisory firm. The combination of the above factors makes Tiburon unique. Tiburon is flexible as to project sizes, which have ranged from single day market seminars to complex multi-year customized advisory projects, including board roles. All of the firm's work is based upon research and analysis, client input, competitor profiling, consumer needs, & business economics.


Tiburon Services

Tiburon has historically conducted fundamental industry research on its own budget to support its advisory and investing businesses, but has subsequently extended its core services to include Tiburon Research Calls & Tiburon Written Research, Tiburon CEO Summits, Tiburon Seminars, Training, & Speeches, Tiburon Advice, including Tiburon's managing partner accepting many board roles, and has become very active in working with venture capital, private equity, & activists Please see below and their respective web pages for explanations of Tiburon's services:

Tiburon Research Calls & Tiburon Written Research
Tiburon Research Calls offer the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics, covering product areas, distribution channels, tactical issues, & strategic issues, while Tiburon Written Research represents the firm's underlying research (coverage of over 3,000 topics with over 2.0 million unique PowerPoint charts). Tiburon's goal is to help educate Tiburon members in a low-cost way on a wide variety of topics in the wealth & investment management (and related FinTech) markets.

Please see the Tiburon Research Calls & Tiburon Written Research web page for more details.

Tiburon CEO Summits
Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level members in April in New York and in October in San Francisco each year.

Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management (and related FinTech) businesses.

Please see the Tiburon CEO Summit web page for more details.

Tiburon Membership
Tiburon offers its Tiburon Membership program on a calendar year basis for only $25,000. Tiburon Members enjoy the following benefits:

  • Tiburon & Chip Roame Ad Hoc Member Advice for CEOs
  • Tiburon CEO Summits (semi-annual; qualified executives only)
  • Tiburon Research Calls (weekly; open to all employees) & Tiburon Written Research (over 3,000 topics; open to all employees)

Please see the Tiburon Membership web page for more details.

Tiburon Seminars, Training, & Speeches
Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 3,000 topics and 2.0 million PowerPoint charts and graphs) and its broad CEO-level industry contacts.

Please see the Tiburon Seminars web page for more details.

Tiburon Advice
Tiburon works with a few dozen companies in an advisory capacity and is pleased to offer Tiburon Insiders and Tiburon Members with a variety of services to contribute to the continual development of its members' strategies:

  • Tiburon Strategic Assessment
  • Tiburon Strategy Consulting
  • Board Roles
  • Venture Capital, Private Equity, & Activist Advice

Please see the Tiburon Advice web page for more details.

Tiburon Partners Fund
The Tiburon Partners Fund was founded in 2016 with the objective of investing in financial services and FinTech companies where Tiburon can add value. The fund's vision is to find, and partner with, exceptional CEOs to help them accelerate the growth of their firms and achieve exceptional results.

Please see the Tiburon Partners Fund web page for more details.


Budgeting for Tiburon Services

Tiburon insiders and Tiburon members see the benefits of joining the Tiburon community from a wide range of viewpoints:

  • As an advisory firm, potentially saving millions of dollars compared with traditional consulting firms
  • As a market research firm, using Tiburon's research capabilities to supplement and replace tens of thousands of dollars in internal costs
  • As a conference and marketing opportunity, taking advantage of the Tiburon CEO Summits to expand market influence