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