Who We Serve > Financial Services

Financial Services

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.

Meet our industry experts

Our cross-functional teams include former chief executives and operators who combine their first-hand industry experience with the technical acumen needed to solve today’s most pressing issues.

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