Private Equity & Financial Services
Private equity firms and financial institutions play a central role in driving innovation, growth and transformation across industries. Through targeted investments, active portfolio management and strategic capital allocation, they help shape the evolution of business models, markets and companies.
Both sectors are defined by rapid decision-making, data-driven evaluations and a consistent focus on balancing risks and opportunities. To remain competitive, they must identify promising investment opportunities, continuously develop their portfolios and position themselves effectively in diverse and sometimes complex market environments.
Private equity teams are constantly on the lookout for high-growth targets and value creation levers, requiring fast and reliable due diligence, market intelligence, and benchmarking support.
Financial institutions must respond to shifting customer demands, new fintech entrants, and global trends like digital banking, ESG finance, and cybersecurity. In both fields, the need for precise and trusted research is exceptionally high.
We assist private equity firms, asset managers, and financial institutions in answering key strategic questions such as:
- How do portfolio companies compare to peers in terms of operational KPIs?
- What ESG strategies and reporting frameworks are standard across industries?
- Which fintech models have gained traction and why?
- What trends have shaped M&A activity in a specific sector over the past five years?
- Which innovations are transforming corporate banking or insurance distribution?
