FLEXBRIDGE PARTNERS
Value Creation
What
Drives Us
Working with clients to identify and overcome their biggest obstacles to success.
Business Model
High impact advisory projects
Sample
Assignments
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Advise family office on evaluating and resetting its relationships with financial service providers
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Research and create go-to-market plan for international bank to grow in U.S. private wealth market
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Lead training, client engagement and strategy execution assignments with companies in China, US, Europe, Middle East and Africa
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Advise private institutional investor in RIA firms on deal viability
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Reposition asset manager to create greater recognition and distribution for its core capabilities
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Lead engagement for asset manager seeding a next generation of investment firms
How We Are
Compensated
Traditional advisory fees
“Your approach has given me a big leg up on my competition in winning multiple new clients”
“I really liked how Steve engaged in a non-confrontational way to dive into the details with my current team and structure ”
“Provided insights in simple language, used guiding method, provided innovative cases and angles to analyze”
“Clear and inspiring perspectives. Has positive interactions with team.
Patient, systematic”