Advisory Services

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



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



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

M & A


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



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


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.

Poor Asset Flows Despite Outstanding Performance

Challenge: Strong Performance, No AUM Growth

Leading Hedge Fund

Research Reveals Dissatisfied Clients and How to Win Them Back

Challenge: Investor Temperature Check

Global Insurance-Owned Real Estate Manager

Identifying the Right Target Investors Leads to AUM Growth

Challenge: No Institutional Interest

Regional Multi-Family Office

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

Brilliant Insights, Unheard

Challenge: Low Investor Interest Despite High Content Volume

Global Real Asset Manager

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