Support Strategic
Business Planning

Strategic Business Planning comes in many flavors; from a launch of a new business to the expansion into new markets or business lines, Convergence can support you in this critical phase of development.

As firms mature, we can provide further strategic current state assessments and target operating model analytics to assure clients are keeping up with industry best practices.

Products & Services include:

Start-up & lift-out planning & implementation

Current State Assessment & Infrastructure Reviews

Product Development

Process Re-engineering & Operating Model Development

Talent Identification & Recruitment

Service Provider Due diligence, Selection & Set-up

These products and services are applicable for:

Private Investment Advisors

Fund of Funds

Family Offices


Prime Brokers

Broker dealers

Other ways we can support your business

Operations & Finance Support

For Middle and Back Office functions throughout an entity’s lifecycle on a project-oriented basis.

Due Diligence

Convergence’s Due Diligence capabilities are applicable across a wide spectrum of disciplines.

Capital Development/Marketing & Branding

Convergence prepares firms by providing a roadmap to the proper investor types. 

Talent Management

Attract, find and manage the right senior executives for your business model.