The Future of Portfolio Exits and Harvest Strategies for Financial Sponsors, Investment Banks, and CEOs
We see a need for a proactive corporate development service that interacts with investment banks, financial sponsors, and CEOs to create value-add harvest situations.
We help Financial Sponsors craft strategic exit plans and guide operating executives during the holding period to naturally originate and ready strategic buyers by the time harvest situations arise.
We help Investment Banks craft mandate-winning theses and creative pitches that creates greater perspectives for their clients, helping increase absolute transaction value through new strategic frameworks.
We help CEOs transform their companies, moving from legacy into entrepreneurial categories that maximizes shareholder value,. We consider both strategic acquisition strategies and highly creative corporate development to reposition without compromising operating margins.
We Are Operating Advisors for Financial Sponsors, Investment Banks & CEOs Seeking to Win the Future and Craft the Strategic Exit
Build & Translate Industry Experiences into Transaction Opportunities
We work with former chief executive officers to craft investible theses across their respective industries that become transactable situations with partnered private equity firms.
Build The Future with Our Institutional Financial Sponsors
We work closely with select private equity firms, not all private equity is built equal, and we strive to connect with the best professionals in a given industry to support our former CEOs.
Bridge the Interests with Private Equity and Investment Banks
We bridge the gap between industry chief executive officers and the private equity industry, helping translate operating experiences into effective buyout playbooks and coordinate with investment banks.
Delivering for CEOs, Financial Sponsors and Investment Banks
Since 2009, we’ve been advising former & active CEOs on maturing and building investible situations for financial sponsors.
We create innovation and go-to-market playbooks with execution advantages by bringing in our partners across investment banking, asset management, corporate banking, financial sponsors and brand management.
Industry Leadership.
Future Advice has established itself as a thought-leadership across various industries, wealth management and enterprise software included. Since 2010, Franklin (Tsung) has led various corporations across the wealth-tech and fin-tech ecoystem.
Foresight for Wealth Management & Wealth-Tech | Custody
Future Advice has been the leading voice for the wealth management industry, spanning custody trends, technology and the future for financial advisors (RIAs and Hybrid IBDs). We welcome the challenges of delivering world-class foresight with detailed playbook for true execution.
Enterprise Industry Data & Integration Software Foresight
(2010s - Present)
By 2010, Franklin Tsung held the foresight that enterprise software would evolve from standard platforms into vertically integrated solutions with pure play integration software companies as a new category for fragmented industries (e.g., Independent RIAs | Wealth Management).
“We must all obey the great law of change. It is the most powerful law of nature.”
– Edmund Burke