Strategic Partnerships
Finding Strategic Partners as Part of a Turnaround Strategy for a Swiss Asset Manager
A Swiss asset manager with a cost-income ratio above 100 needed a strategic partner to grow. TGGC located 5 potential partners in 2 months and facilitated all discussions.
5+
Partners introduced
2mo
Time to shortlist
>100%
Cost-income ratio addressed
Challenge
The firm had suffered substantial AUM losses and a cost-income ratio above 100. Despite reducing OPEX and streamlining the business, the issues persisted. Management decided to look for a strategic partner to grow together but lacked the network and M&A expertise to run the process.
Approach
- Prepared 100+ pages of anonymised roadshow materials and investment opportunity deck using virtual data room inputs
- Shared roadshow material with best-fit partners in the TGGC network — independent long-only asset managers and private banks
- Facilitated initial discussions and mutual interest establishment including bilateral NDA signatures
- Bridged warm and advanced introductions between the Swiss manager and potential partners
Outcomes and recommendations
- 5+ highly qualified potential partners located and engaged within 2 months
- All partners progressed to advanced discussions
- Full facilitation from anonymous outreach through to direct introductions
Anonymous · Reference on request. Ambitions, cost targets and identified opportunities are not delivered savings. Case-specific timings and results are not guarantees for another engagement.
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