Investment Banking Strategic Planning

Turn information into a competitive edge

A collaborative strategic partnership to support long-term IB objectives

Our Scope:

Descriptive and perspective; strategic and tactical
Dynamics

► How to position firm for key market trends?

Performance

► What can your firm do to build on core strengths?

Coverage

► Will current client base support continued growth?

Competition

► Why are peers succeeding or falling behind?

Expansion

► What matches your firm's strengths / resources?

Analytics

► Why are peers succeeding or falling behind?

Deep-Dive Reporting

Detailed analytical insight into key markets

Strategic Reveiw

Big-Picture conclusions and recommendations

Ongoing Support

Service and advice at every step

GROWTH PLAN TO REACH TOP 10

How your firm benefits:

Tap flow of information to empower decision-making
Understand

► Benefit from an objective, independent perspective and a data driven approach

Respond

► Gain first-mover advantage in face of shifting dynamics and emerging vulnerabilities

Prioritize

► Will current client base support continued growth?

Grow

► Why are peers succeeding or falling behind?

Plan

► What matches your firm's strengths / resources?

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

Why choose Freeman:

Service

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

Insight

► Expertise to evolve and refine your analytical needs, not just execute them

Information

► Guidance based on proprietary IB fee estimates and analytical models

© 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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