FP ADVISORY
  • DESCRIPTION
  • About Us
  • Relationships
  • Company Bios
  • EXPERIENCE SUMMARY
  • Contact Us
  • SELECTED ADVISORY AND TRANSACTION UPDATE

Our Approach

 We work closely with management to help them achieve their short and long term objectives.This includes an assessment of the firm's business, evaluation of its current market position and review of its operation.
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Our firm is focused on helping clients maximize their growth potential and optimize their product and service delivery.  Traditional clients represent credit focused managers, alternative asset management firms,  wealth and institutional asset firms. 

We also work with family offices to execute co-investment opportunities and source new co-investors. We leverage our global network of family offices,  and institutional investors 

Our Services

We tailor our services to meet the specific needs of our clients. Each  firm we serve vary in terms of size, market position, assets under management. Thus each assignment is tailored to resolve the specific issues facing each client. 

  • Strategic Development
  • Growth Engineering
  • Equity Restructuring
  • New Partnership Identification
  • Investor diversification
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Advantages

FP ADVISORY offers a singular combination of transaction skills, operating experience and consulting expertise in the investment management industry.
  • Highly respected strategic advisor to investment management firms
  • Excellent global relationships with strategic buyers, capital providers and financial advisors focused on the investment management sector
  • In-depth global investment management industry knowledge
  • Experience in negotiating complex transactions
  • Expert in ownership design and structure
Broker/Dealer services provided through Pickwick Capital Partners LLC, member FINRA / SIPC. Note FP Advisory is DBA for Founders Partners, LLC. 
  • DESCRIPTION
  • About Us
  • Relationships
  • Company Bios
  • EXPERIENCE SUMMARY
  • Contact Us
  • SELECTED ADVISORY AND TRANSACTION UPDATE