Keefe Capital Partners, LLC Information

Keefe Capital Partners is a management and strategy consulting firm that empowers wealth management organizations to identify and capitalize on the most powerful transformational opportunities in the industry. With more than 30 years of hands-on experience within wealth, we provide an unparalleled combination of industry insight, strategic know-how, and executional support. Our clients are eager to embrace the changing wealth-management landscape, we're here to help them do it. Our Services - Keefe Capital Partners offers a wide range of consulting and decision support services to clients all along the wealth-management value chain. For Broker Dealers - Definition of offerings and value proposition - Optimization of operating, service and economic model - Client- and advisor-facing technology development & deployment - Fee-based platforms and advice/guidance models - Consultation on services and support for advisors - Prioritization of capital/resources For RIAs - Definition of offering, value proposition, and pricing strategy - Optimization of practice operating model and business economics - Client- and advisor-facing technology deployment - Business Process Outsourcing (BPO) evaluation - Client support and transition strategies For Private Equity Firms/Professional Investors -Development and validation of investment thesis - Identification and assessment of acquisition targets - Target firm due diligence - Transaction/transition support - Acquisition Integration and onboarding For Product, Service & Technology Providers - Product development - Market evaluation and assessment - Value Proposition Development and Refinement - Business development and sales plan development - Network and enterprise sales support We also offer comprehensive litigation support services and expert witness testimony.