SERVICES



SSGI offers market seminars, market research, strategy consulting, and other related services within the brokerage, investment management, wealth management, banking, and insurance marketplace. Click the boxes in the chart below for explanations of SSGI's most popular client services:



SSGI Strategic Advisors has been engaged to conduct a wide variety of research and consulting assignments. Most of the firm's work is in the area of strategic consulting. However, research is the basis for all of SSGI's work and hence the firm conducts many research projects. At the same time, SSGI's clients drive the issues and topics that the firm researches which keeps SSGI on top of the industries most prevalent trends, issues, and new developments.

SSGI's Core Services:
In addition to SSGI's research report series and conference speeches, the firm's core services include market seminars, market research, and strategy consulting:

Market Seminars:
SSGI delivers semi-customized industry overview presentations covering a wide variety of market and product segments within the brokerage & investment management marketplace. Market seminars are ideal for clients who need a quick and yet in-depth understanding of the overall brokerage & investment management markets or any particular segment(s) of these markets. Specifically, SSGI executives have been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, and entrepreneurial groups. This is a great way to kick-off management committee or board meetings. Some clients then develop their own strategies; others engage SSGI for further research and strategy work. These sessions also provide substantial data and analysis for developing business plans. Click here for more information on SSGI's market seminars.

Market Research:
SSGI utilizes a rigorous research-based method in helping its clients to develop leading-edge business strategies, and as a result, many other clients have engaged SSGI to complete market research assignments. Market research projects are customized to explore each client's specific area of interest, and can include internal capabilities assessments, competitor & market analysis, and client research. Research projects typically take 4-8 weeks to complete. Click here for more information on Tiburoon's market research.

Strategy Consulting:
Strategy consulting is the foundation of what is delivered at SSGI Strategic Advisors. SSGI believes that it has developed processes specifically to help financial institutions develop leading-edge business strategies. As a result, SSGI has been engaged to lead a wide variety of strategic projects for a broad spectrum of product and service providers in the financial services industry. SSGI's core capabilities are building on a firm's strengths, assessing its opportunities, and recommending specific product and market strategies. SSGI's strategy consulting process is based on its in-depth market knowledge and extensive customized research conducted on behalf of its clients. Strategy consulting projects typically take 2-3 months to complete. Click here for more information on SSGI's strategy consulting.

Other SSGI Services:
As a natural outgrowth of SSGI's core services and research-based approach, SSGI has been able to help clients in areas such as venture consulting and mergers & acquisitions advice, and to establish business relationships that allow SSGI to play an on-going role in its clients' businesses such as retainers, board roles, and executive counseling:

Venture Consulting:
SSGI's venture consulting expertise is an outgrowth of its consulting experience and executive industry contacts. Its consulting experience allows it to help start-up firms target the right market, develop the right products, and utilize the right pricing strategies. At the same time, many of SSGI's contacts are strategic investors and appreciate being introduced to investment opportunities. SSGI is focused on venture consulting opportunities where it can add value to the strategy and where strategic capital is sought. There are other firms better equipped to raise straight venture capital. Click here for more information on SSGI's venture consulting.

Mergers & Acquisitions Advice:
SSGI's capabilities in mergers & acquisitions advice are an outgrowth of its industry knowledge and consulting experience. SSGI can help in two ways. First, SSGI can help develop M&A strategies, again by analyzing a firm's capabilities, position in the market, and its potential opportunities. Second, SSGI can conduct buyer/seller research, profiling likely candidates. SSGI's expertise is not in due diligence and negotiations or traditional investment banking. Click here for more information on SSGI's merger & acquisitions advice.

Retainers, Board Roles, & Executive Counseling:
Retainers, Board Roles, & Executive Counseling - Finally, beyond its research and strategy assignments, many SSGI clients have sought SSGI to play ongoing roles in their businesses. SSGI has agreed to a wide variety of retainers, board roles, and executive counseling roles. The members of SSGI's CEOs-in-Residence program also play a key role here.

 

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