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case Study

Equity Blocks Strategy

We conducted a partner screening exercise, based on strategic, financial, and operational synergies, to help shortlist potential prospects for the client to partner with.

Client Description

Multinational Investment Bank

Our client is an Australian financial services group, operating in 32 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, securities trading, renewables development, specialist advisory, capital raising and principal investment.

Problem Statement

The client wished to conduct a partner screening exercise to identify potential vendors to build a novel equity blocks platform with.

Project Approach

Needs Identification

We identified the core functional specifications required by the client and their key priorities.

White-Label Deck Creation

We built a white-label deck for the client to leverage in conversations with potential partners.

Partners Shortlisting

We shortlisted potential partners based on strategic, operational, and financial fit, for the client to have discussions with.

Key Achievements

Internal Stakeholder Alignment

Interviewed various internal teams to help align firmwide priorities and note potential concerns.

Proposition Pitch

Produced white-label partnership outreach deck, enabling client to clearly articulate requirements.

Partner Screening

Reviewed a diverse array of potential partners to recommend most suitable prospects.

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