Tiburon Managing Partner Chip Roame gives an overview of the latest wealth & investment management (& WealthTech) industry trends

Tiburon works with a few dozen companies in an advisory capacity each year and is pleased to offer Tiburon CEO Summit Steering Committee Members and Tiburon Corporate Members with a variety of services to contribute to the continual development of its members' strategies:

• Tiburon Seminars, Training, & Conference Speeches
• Tiburon Strategic Assessments
• Tiburon Strategy Consulting
• Venture Capital, Private Equity, & Activist Advice
• Board Roles & Advisory Board Roles
• Tiburon Partners Fund

Tiburon Seminars, Training, & Conference Speeches

Many Tiburon members engage Tiburon on either an annual or semi-annual basis to make industry presentations to its executives and/or board members. Often times, Tiburon CEO-level clients attending its Tiburon CEO Summits wish to have Tiburon's keynote presentation also delivered to broader groups of its executives. Tiburon executives have specifically been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital & private equity teams, and other groups. Tiburon Seminars, Training, & Conference Speeches are a great way to kick-off board meetings, management committee meetings, & sales meetings.

Please visit the Tiburon Seminars, Training, & Conference Speeches web page for more details.

Tiburon Strategic Assessments

Tiburon Strategic Assessments are high level analyses of a Tiburon member's business model and strategy delivered remotely, via Zoom or similar technology.

While performing Tiburon Strategic Assessments, Tiburon hosts two-to-four remote meetings with Tiburon member representatives to better understand the member's businesses and strategies, and builds off of its written industry knowledge with customized analysis in the areas of internal capabilities, competitor strategies, and client needs

Tiburon Strategic Assessments typically cost $100,000 - $200,000.

Tiburon Strategy Consulting

Tiburon believes that the training that Tiburon's principals have received at leading management consulting firms makes it one of the few firms truly able to deliver strategic-level multi-disciplinary advice to CEOs and other senior executives. Tiburon's core strength is in assisting CEOs and other senior executives in developing business strategies for new, growing, or lagging businesses.

Tiburon Strategy Consulting projects include a series of client steering committee meetings and a series of research modules necessary to turn written industry knowledge into specific business strategies.

Tiburon Strategy Consulting fees start at $500,000.

Please visit the Tiburon Strategy Consulting web page for more details.

Venture Capital, Private Equity, & Activist Advice

Tiburon has been asked by numerous private equity & venture capital firms to participate in investments and/or transactions involving ownership change.

Common projects have included:

• Tiburon Seminars, Training, & Conference Speeches
• Due Diligence Participation
• Tiburon Strategic Assessments
• Tiburon Strategy Consulting

Tiburon Venture Capital, Private Equity, & Activist Advice strategies are often structured as retainers and/or with equity participation. Please visit the Venture Capital, Private Equity, & Activist Advice web page for more details.

Board Roles & Advisory Board Roles

Tiburon executives have joined dozens of boards of both private and public companies as well as of mutual funds. The firm finds board roles to be an effective way to contribute to the continual development of its members' strategies.

Please visit the Board Roles & Advisory Board Roles web page for more details.

Tiburon Partners Fund

Tiburon Partners Fund is Tiburon's vehicle for investing in Wealth & Investment Management (& WealthTech) firms. Tiburon has long worked with private equity and venture capital firms and has participated in investments and transactions alongside many of its members and clients. The Tiburon Partners Fund reflects Tiburon's continued commitment to the Wealth & Investment Management (& WealthTech) industry.