Advisory Services

Chestnut’s strategic growth advisory services for asset managers combine custom advisory with implementation support

Product

Strategy

  • Product line reviews and market suitability assessments
  • Product prioritization
  • Product development

Distribution

Strategy

  • Recommend team and organization structure
  • Market analysis and planning by region/segment
  • Custom Sales Roadmaps

M & A

Strategy

  • Identify best fit acquisition targets
  • Analyze disposition candidates
  • Post acquisition integration planning

Brand

Strategy

  • Firm and product messaging
  • Thought leadership optimization
  • Marketplace visibility

   Implementation

and Coaching

  • Go-to-market strategy implementation
  • Distribution leadership coaching
  • Sales training and client engagement program design

Get in Touch

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