Bespoke Consulting for Investment banks

Uncover the answer with analyics

Custom strategic guidance using our unique, data-driven approach

Example - Sector Expansion:

Diversifying sector coverage to reduce
Objective

► Sector expansion plan for an Energy-focused bank

Solution

► Compare addressable opportunity in various sectors

► Profile organic growth trajectory of successful peers, and rate success of inorganic expansions

► Find opportunities to leverage existing PE relationships

Benefit

► Set priorities by balancing resources vs. likely outcome

► Glean operational and strategic lessons from peers

IB Client Prospects in Tech Sector

Example - Client Prospecting:

Predicting IB client opportunities with pinpoint precision
Objective

► Tactical road-map for client on-boarding initiative

Solution

► Define 20+ attributes of a compelling IB client

► Assign company-level grades to potential clients

► Aggragate grades for sector-level thematic insight

Benefit

► Align resource commitments and fee opportunity

► Efficiently allocate balance sheet to new clients

Why choose Freeman:

Uniquely positioned at the crossroads of analytics and strategy consulting for 25+ years
Service

► Access to senior MDs and consultants, all of whom focus exclusively on the IB industry

Precision

► Our transparent, data-driven methodology underlies all recommendations and assertions

Flexibility

► Engagement models and project scopes tailored to your firm's specific needs

© 2017 Freeman & Co. LLC

The information and services provided on this website are not provided to, and may not be used by, any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any government authority or regulatory or self-regulatory organization or where Freeman & Co. or its affiliates is not authorized to provide such services or information.  Material on this website is not an offer to sell or a solicitation of an offer to buy any securities.  Transactions, products and services discussed on this website may not be appropriate for sale or use in all jurisdictions or for all investors.  The information on this website is not investment advice or other advice and should not be deemed a recommendation of any transaction or security.  Transactions described on this website are a selected sample and are not necessarily reflective of overall performance by Freeman & Co. or its affiliates.

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