Keefe Capital Partners, LLC
Financial Services - San Diego, California, United States
Keefe Capital Partners, LLC Employees
Keefe Capital Partners, LLC Details
Keefe Capital Partners is a management and strategy consulting firm that empowers wealth management organizations to identify and capitalize on the most powerful transformational opportunities in the industry. With more than 30 years of hands-on experience within wealth, we provide an unparalleled combination of industry insight, strategic know-how, and executional support. Our clients are eager to embrace the changing wealth-management landscape, we're here to help them do it.Our Services - Keefe Capital Partners offers a wide range of consulting and decision support services to clients all along the wealth-management value chain.For Broker Dealers- Definition of offerings and value proposition- Optimization of operating, service and economic model- Client- and advisor-facing technology development & deployment- Fee-based platforms and advice/guidance models- Consultation on services and support for advisors- Prioritization of capital/resourcesFor RIAs- Definition of offering, value proposition, and pricing strategy- Optimization of practice operating model and business economics- Client- and advisor-facing technology deployment- Business Process Outsourcing (BPO) evaluation- Client support and transition strategiesFor Private Equity Firms/Professional Investors-Development and validation of investment thesis- Identification and assessment of acquisition targets- Target firm due diligence- Transaction/transition support- Acquisition Integration and onboardingFor Product, Service & Technology Providers- Product development- Market evaluation and assessment- Value Proposition Development and Refinement- Business development and sales plan development- Network and enterprise sales supportWe also offer comprehensive litigation support services and expert witness testimony.
Keefe Capital Partners, LLC Technologies
Load Balancers
Apache
CMS
WordPress.org
Other
Mobile Friendly