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 Webinars & 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 Webinars & 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 Written Research & Tiburon Webinars
Tiburon Written Research represents the firm's underlying research (coverage of over 3,100 topics with over 2.0 million unique PowerPoint charts), while Tiburon Webinars 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. 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 Written Research & Tiburon Webinars web page for more details.

Tiburon CEO Summits
Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level members in April and in October 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 CEO Summits (semi-annual; qualified executives only)
  • Tiburon Written Research (over 3,100 topics; open to all employees)
  • Tiburon Webinars (Tiburon One-on-One Webinars; Tiburon Web Site Webinars)

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 3,100 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 & Advisory Board Roles
  • Venture Capital, Private Equity, & Activist Advice

Please see the Tiburon Advice web page for more details.

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