Increasing regulatory requirements, declining fee rates, and evolving digital transformation are shaping the future of the financial services industry. Economic volatility is impacting where and how some industry operators do business as well as their profitability and long-term sustainability. Recent market entrants are generating more competition, requiring new and established players alike to contend with consolidation. The unique complexities of each financial services sub-industry—banking and capital markets, insurance, private equity, payments, asset management, and lending, among others—necessitate involving advisors with historical industry experience who have an in-depth understanding of the issues.
Our financial services team understands the challenges facing our clients and is adept at helping them navigate operational obstacles that new customer experiences have created. Having served as CFOs and controllers ourselves, we bring a broad spectrum of expertise including audit and transaction services backgrounds and operational experience. We help the financial services industry navigate strict regulatory guidance, specific accounting issues, distressed situations, and performance improvement initiatives aimed at keeping companies competitive in an evolving landscape.
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Supporting the Acquisition and Integration Strategy of a National Wealth Management Firm
Riveron’s supports a wealth managment client with standard operations of the business and aids in preparations for an acquisition.
Funding Opportunities for Private Equity Portfolio Companies
Riveron shares several relief options for general partners of PE funds to consider when making the right funding decisions for their portfolios.
Integrated Diligence for a Mid-Market PE Firm
A PE firm evaluating a new acquisition target needed a comprehensive understanding of the financial, tax, and operational issues underlying the transaction.