In today's turbulent environment, leaders may be tempted to stick with the approaches that have worked for them in the past – regardless of whether they still fit the purpose – rather than rethinking and changing the way they lead. Our team’s professionals are here to provide innovative, actionable solutions to today’s most pressing issues and help financial services companies refocus, reevaluate, and create effective plans to achieve their strategic vision in the current market.
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The independent sponsor model continues to increase in popularity, the sector is becoming more professionalized, capital providers and company owners are embracing independent sponsors in greater numbers, and the market is providing opportunities that independent sponsors are uniquely poised to seize. It is against this backdrop that, year after year, we continue the analysis we began in 2017. Our annual surveys of independent sponsors from across the country explore a range of topics including deal sourcing, relationships with capital providers, deal economics, and liquidity events.
Embracing Change: What Matters Most is What Comes Next
Organizations across the country continue to grapple with ongoing market volatility, unprecedented economic shifts, technological advancements, and evolving business and societal needs. Leadership teams are challenged to develop and execute innovative strategies to drive their businesses towards sustainable, successful futures. We explore all this, and more, in our inaugural Private Company Performance Report.
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Being immersed in the financial services industry and veterans in the securities space means we are acutely aware of how we can best help our clients meet their goals, navigate the industry's evolving regulatory scrutiny, and encourage sustainable growth.
ALEXANDER REYES, FINANCIAL SERVICES INDUSTRY PRACTICE LEADER NEW YORK
(212) 697-1000
Citrin Cooperman recognizes the wide range of challenges facing asset managers in today’s market, from the capital struggle and competitive fundraising environment to complex regulatory changes. In addition to rethinking allocation strategies and reducing fund sizes, data analytics has emerged as a valuable solution for financial service firms, improving KPIs, enhancing process efficiencies, and expanding client insights. Explore how we help clients dive into the data by contacting us below.
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