Strategy & Deals

Helping clients across the Financial Services industry solve complex strategic challenges.

Introduction to Strategy & Deals

To thrive in today’s competitive environment, financial service organisations and service providers must be able to seize organic and inorganic growth opportunities while maintaining operational efficiency and maximising profitability.

While this can be challenging, Strategy & Deals can help. Drawing on our deep industry expertise, we collaborate closely with our clients to deliver strategic insights that empower organisations to achieve measurable, impactful results.

The Problems We Solve

Due Diligence

Firms must thoroughly assess a transaction — including all commercial, operational, technological and strategic risks — to ensure alignment with strategic goals and identify value creation opportunities.

PE Portfolio Company Services

Firms often require support to conduct comprehensive market entry analysis, manage operational turnarounds, and oversee portfolio optimisation.

Execution Planning & Value Creation

Firms often lack a clear roadmap to execute post-deal integration plans and capitalise on value creation opportunities, limiting their ability to maximise deal value and synergies.

Market Entry and Expansion

Firms often struggle to develop the competitive insights necessary to effectively identify and service new markets.

Profitability & Cost Optimisation

Firms often struggle to allocate costs and analyse profitability across the optimal dimensions, hindering the ability to make well-informed, data-driven strategic decisions.

Operational & Organisational Efficiency

Legacy operating models and structures can create organisational rigidity, leaving firms ill-equipped to address modern day challenges.

Meet Our Experts

Alpha Strategy & Deals Insights

Insight

The Infrastructure Behind Alternatives: Why the Back- and Mid-Office Is the Next Frontier for Private Equity Investment

How the next wave of growth in private markets will hinge not just on capital, but on the platforms and systems that support managers at...

Insight

Forecasting the Unpredictable: Challenges for Investors in the RegTech Space

In this article, we explore how PE investors can navigate the hidden risks of the dynamic, regulation-driven RegTech market....

Insight

The Calm after the Storm – What is Next for Active ETFs?

While active ETFs have gained considerable media attention as potential disruptors, questions remain as to how central they will be within the broader investment and wealth management landscape. In this article, Max van Baasbank and Diane Yoon discuss the active ETF landscape across the U.S. and Europe, exploring current market dynamics, key...

Insight

Alpha FMC advises Jupiter Asset Management on their acquisition of CCLA Investment Management

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