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

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.