GrowTH STRATEGY CONSULTING FOR ASSET MANAGERS

Chestnut guides asset managers through the rapidly-changing industry landscape. Our solutions help our clients get where they want to go.

OUR Services

Product Strategy

We provide thoughtful reviews of product lines, rationalization, development, and prioritization

Distribution Strategy

We recommend team and organization structure, market analysis, planning by region or segment,  and custom sales roadmaps

M&A Strategy

We help identify best-fit acquisition targets, analyze disposition candidates, and offer post-acquisition integration planning

Brand Strategy

We define your firm’s value proposition, identify target investors and their needs, and create valuable messaging and marketing plans

Implementation Support

We know a thoughtful strategic plan is only the first step.  We partner with you to ensure successful implementation of your new strategy.  Our ongoing strategic advisory includes sales coaching, firm and product messaging, thought leadership, and long-term marketing plans

OUR FIRM

Chestnut is a boutique growth strategy consultant dedicated to asset managers and OCIOs. We are a women-owned, practitioner-led firm and our advisors are a team of deeply experienced industry professionals.

OUR INSIGHTS

Article

Article

M&A among investment firms is a strategy intended to drive profitable growth. In this article, we examine the trends motivating these deals and the many hurdles to successful deal execution. Please fill out the form below to view our research. Shortly after...

read more
Webinar

Webinar

We discuss our Future of Investments research on investment firm M&A with leaders from Mercer (Keith Mote) and TIAA (Javier Enrile). Industry changes driving increased M&A activity, the types of asset manager deals that are most (and least) likely to succeed,...

read more
Webinar

Webinar

As the investment industry faces unprecedented challenges, Chestnut and P&I partnered to conduct comprehensive research into the issues impacting the future of our industry. Chestnut CEO Amanda Tepper provides a first look into how a wide range of industry groups...

read more

OUR INSIGHTS

Article

Article

M&A among investment firms is a strategy intended to drive profitable growth. In this article, we examine the trends motivating these deals and the many hurdles to successful deal execution. Please fill out the form below to view our research. Shortly after...

read more
Webinar

Webinar

We discuss our Future of Investments research on investment firm M&A with leaders from Mercer (Keith Mote) and TIAA (Javier Enrile). Industry changes driving increased M&A activity, the types of asset manager deals that are most (and least) likely to succeed,...

read more
Webinar

Webinar

As the investment industry faces unprecedented challenges, Chestnut and P&I partnered to conduct comprehensive research into the issues impacting the future of our industry. Chestnut CEO Amanda Tepper provides a first look into how a wide range of industry groups...

read more

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