Selected engagement

A referral led capital markets firm.

The situation

The firm had grown on reputation and referral, leaving its access to new mandates concentrated and difficult to predict.

We advised on and helped build a proprietary origination capability, working alongside the principals rather than in place of them.

The firm materially strengthened its access to new mandates and reduced its dependence on referral. Specific figures are available in conversation.

Much of our work is not for attribution. A fuller account is available in conversation.