Financial institutions have emerged from the last Great Recession to a business environment of growing regulation, disruptive technology and increasing investor needs.
Understanding the markets and the channels for distribution and establishing a strong value proposition determine a company’s “right to win.” We help our asset management and insurance clients analyze their unique positions, navigate the complexities of the current climate and develop strong foundations for sustainable growth.
Across a wide spectrum of the financial services industry, including leading competitors and niche competitors, we help our clients to simplify the complicated and develop strategies for growth. To do so, we deploy a broad range of capabilities, including:
We provide data-driven insights that help clients build pragmatic strategies that deliver results.
Our ability to tap into the broader EY organization creates a winning combination for our financial services clients. We have the unique ability to provide a suite of capabilities, from strategy through assistance with implementation, including but not limited to:
Tapping into the global EY organization makes for a winning combination for our clients.
One of Parthenon’s private equity firm clients was interested in purchasing a manufacturer of articulating ladders, sold nationally through major hardware and home improvement stores.
Parthenon was tasked with answering the private equity client’s key questions in order to confirm or deny its investment thesis. Those questions included the following:
During the six-week engagement, Parthenon used extensive primary and secondary research efforts to determine the product’s position within key retailers as well as its market penetration. Specifically, Parthenon executed interviews with several key constituencies including:
Based on the outcome of Parthenon’s work, the private equity client ultimately decided not to purchase the target company.