Equity Blocks Strategy

We conducted a partner screening exercise, based on strategic, financial, and operational synergies, to help shortlist potential prospects for the client to partner with

Client Description

Multinational Investment Bank
Our client is an Australian financial services group, operating in 32 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, securities trading, renewables development, specialist advisory, capital raising and principal investment.

Problem Statement

The client wished to conduct a partner screening exercise to identify potential vendors to build a novel equity blocks platform with

Project Approach

Needs Identification

We identified the core functional specifications required by the client and their key priorities

White-Label Deck Creation

We built a white-label deck for the client to leverage in conversations with potential partners

Partners Shortlisting

We shortlisted potential partners based on strategic, operational, and financial fit, for the client to have discussions with

Key Achievements

Internal Stakeholder Alignment

Interviewed various internal teams to help align firmwide priorities and note potential concerns

Proposition Pitch

Produced white-label partnership outreach deck, enabling client to clearly articulate requirements

Partner Screening

Reviewed a diverse array of potential partners to recommend most suitable prospects

Industry Talent Review

Industry Education

Business Scaling

Innovation Mindset

Equity Blocks Strategy

Digital Transformation

Hello,

How can we help?

Need some advice on a new business challenge? Or, want some insights to support your strategic plan? We are ready to chat.

QUINLAN & ASSOCIATES LIMITED | Level 19, Two International Finance Centre 8 Finance Street Central Hong Kong SAR
Hello,

How can we help?

Need some advice on a new business challenge? Or, want some insights to support your strategic plan? We are ready to chat.

Interested in working with us?

Have a look at our careers page to see what it’s like to work at Q&A.