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Innovative Strategic Advice

Leading provider of management consulting, financial advisory, and merchant banking services for financial services companies.

Services

  • New business development, concept testing, and execution support

  • Strategic transaction advice

  • Competitive analysis and market opportunity assessment

  • Board and management counsel

  • Mergers and acquisitions

  • Public and private equity and fixed income financing

  • Valuation and fairness opinions

  • Financial and business restructuring

  • Transaction due diligence

  • Fund formation

Industries

  • Domestic and international life and non-life insurers and reinsurers

  • Banking institutions

  • Credit unions

  • Private banks and fiduciaries

  • Mortgage and specialty consumer finance

  • Commercial finance

  • Investment management

  • Wealth management and brokerage

  • Financial technology

  • Distribution

  • Traditional and disruptive business models

© 2025 by OLD STONE CAPITAL PARTNERS LLC. All rights reserved

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