Advisory Services
Chestnut’s strategic growth advisory services for asset managers combine custom advisory with implementation support
![product](https://chestnutadvisory.com/wp-content/uploads/2021/09/product.png)
Product
Strategy
- Product line reviews and market suitability assessments
- Product prioritization
- Product development
![distribution](https://chestnutadvisory.com/wp-content/uploads/2021/09/distribution.png)
Distribution
Strategy
- Recommend team and organization structure
- Market analysis and planning by region/segment
- Custom Sales Roadmaps
![ma3](https://chestnutadvisory.com/wp-content/uploads/2021/09/ma3-e1633013833562.png)
M & A
Strategy
- Identify best fit acquisition targets
- Analyze disposition candidates
- Post acquisition integration planning
![Brand](https://chestnutadvisory.com/wp-content/uploads/2021/09/Brand.png)
Brand
Strategy
- Firm and product messaging
- Thought leadership optimization
- Marketplace visibility
![implenentation2](https://chestnutadvisory.com/wp-content/uploads/2021/09/implenentation2-e1633013782191.png)
Implementation
and Coaching
- Go-to-market strategy implementation
- Distribution leadership coaching
- Sales training and client engagement program design
Case Studies
Chestnut provides business development consulting to all types of asset managers, including real estate, OCIOs, private equity, RIAs, multi-family offices, long-only managers, and hedge funds. We help investment managers ranging from small boutiques to trillion-dollar top-ten global managers achieve their growth goals.
![](https://chestnutadvisory.com/wp-content/uploads/2019/03/performance-graph.png)
Poor Asset Flows Despite Outstanding Performance
Challenge: Strong Performance, No AUM Growth
Leading Hedge Fund
![](https://chestnutadvisory.com/wp-content/uploads/2019/03/thermometer.png)
Research Reveals Dissatisfied Clients and How to Win Them Back
Challenge: Investor Temperature Check
Global Insurance-Owned Real Estate Manager
![](https://chestnutadvisory.com/wp-content/uploads/2019/03/no-interest.png)
Identifying the Right Target Investors Leads to AUM Growth
Challenge: No Institutional Interest
Regional Multi-Family Office
![](https://chestnutadvisory.com/wp-content/uploads/2019/03/revolving-door.png)
Insurance Boutique Pivots to Third Party Investor Business
Challenge: High Turnover, No Independent Identity
U.S. Private Debt Manager, Owned by Top U.S. Insurance Company
![](https://chestnutadvisory.com/wp-content/uploads/2019/03/megapghone.jpg)
Brilliant Insights, Unheard
Challenge: Low Investor Interest Despite High Content Volume
Global Real Asset Manager
Get in Touch
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