Strategic Sales and Partnerships

Client acquisition determines the success or failure of every venture. No company has unlimited resources to spare in trying to expand their reach. Sometimes, a small select number of relationships is more profitable than a broad marketing strategy. For technology-driven companies, finding the right partnerships for building capabilities can unlock vast opportunities - and the wrong ones may result in significant loss of scarce equity capital.

We offer customized services to increase your sales

We recognize every situation is unique. Our experts have decades of experience in working with every aspect of the asset management value chain. Our network of contacts ranges from Chief Investment Officers to Heads of Technology. We can help you find your niche and ensure that your resources are directed to the opportunities where they bring the best results.
Typical Services For A Sales & Partnership Strategy Engagement Include:
  • Product evaluation
Asset Managers: The investment world is saturated with products and while labels may differ, many products result in nearly identical outcomes. True diversification is difficult to attain. We will help evaluate your product in the context of what clients need and where your product fits within asset allocations of various customer segments globally. Fintechs: Most Fintech companies are built around a solution to a specific problem. But is the problem large enough to be solved? How does it fit inside an asset managers operating model? We can assess how your service fits within the broader ecosystem.
  • Review of competitive landscape
Whether you are an asset manager or a Fintech, knowing your competition is important. We use our professional network to gain competitive intelligence and will help you position your products in a way that creates a sustainable advantage.
  • Identification of customer segments
We understand distribution channels globally, whether you are seeking to place a private fund or sell a Software-as-a-Service solution. Our first-hand knowledge of underlying economics will help you assess whether a prospective customer segment is likely to be profitable after expected acquisition costs.
  • Sales & partnership development plan and execution
Once we help you through diagnosing the landscape, we will help you build an action-oriented plan for targeting the key segments and prospects. If you prefer, we will work with you on your plan and can engage our associates and partners in sales efforts, often on a retainer plus performance fee-basis.