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The financial services and insurance industry is dynamic, independent, innovative, and highly segmented.  This unique market reality creates opportunities to strategically leverage what is happening and capture greater results with less capital risked in the process.

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INVESTORS

Access a broad level of knowledge within the U.S. annuity and life insurance arena. Gain insight into the industry at large, emerging trends, specific insurance companies and products, and how broad economic and geopolitical events may affect the firms living in this space.

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INSURERS 

We work closely with insurers to develop product, strategy, and distribution structure, allowing the insurance company to penetrate markets with heightened impact.

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ACQUIRING ENTITIES

Private equity and other capital sources rely on us to identify partners, smooth out the acquisition process, and improve integration results.

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STARTUPS

We've enjoyed many successes launching independent marketing organizations, highly profitable agencies, and RIAs.  Access a wide array of key contracts, products, accounting services, marketing, lead generation and more. 

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TURNAROUND

Helping underperforming businesses realize their full potential through strategic planning, establishing a winning culture and embracing profitable change.