INTRODUCTION

FP Advisory provides objective guidance to investment firms confronting changes that are now underway in the global market place. FP Advisory provides strategic advisory services to  investment management firms, family offices and other intermediaries. FP maintains a global investor network, and serves clients based in Europe, U.S., and Middle East.
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  • Situational Analysis and Assessment:  We undertake a review of the firm's strategy, product performance and marketability, competitive position and portfolio management talent.​
 
  • Valuation Analysis:  We undertake a review of the firm's earnings power, growth potential and future competitive position to quantify firm valuation.
 
  • Options:  We explore various strategic  options. We work with our clients  to identify new strategic partners, select the most optimal ownership structures and devise new strategies for future growth. 
 
  • Growth Capital: We tap into our global investor network  to help our clients fund co-investment initiatives, management buyouts, strategic acquisitions, and management succession. We also structure and negotiate terms of private equity investment transactions on behalf of our clients.
   
  • Value Maximization: We work with management to maximize the value of their franchise by identifying new investor markets, new strategic partners, and new avenues for future growth.
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​Industry Expertise

FP ADVISORY's  extensive relationships with global institutions, private equity firms, and industry leaders affords our clients unique access.
 
It also provides out group with the ability to execute creative strategies and "out of the box" solutions.

Our relationships with private equity firms, family offices, consultants and institutional asset management firms is extensive built up over 20 years.  

Our Experience

We know the challenges businesses face today. We have undertaken numerous assignments that have allowed management to achieve their results.

To date, the team has worked with firms with global franchises managing over $25 billion in AUM to regional firms with less than $500 million.
 
We also work with family offices to help them identify new market segments and new investors for co-investment vehicles they create.