The Future of Former CEOs and Private Equity
We are trusted advisors to former Chief Executive Officers seeking to organize with financial sponsors, maturing their industry expertise into compelling investment theses and coordinating with trusted investment banks to originate transactional situations
Since 2009, Future Advice has been a leading boutique advisory firm working with former CEO’s as fiduciaries to develop and translate their industry expertise into investment theses for private equity firms and trusted investment banking partners. We differentiate by bringing practical deal making strategies, experiences and tactical market maneuvers together to craft innovative, original transactable playbooks for financial sponsors.
Our Coverage Areas
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Since 1994, the Tsung family has been well acquainted with financial technology, helping launch digiTRADE, the first online trading platform that brought institutional brokerage and banks into the internet. (see Wikipedia).
Presently, we have organized with executives on nearly $6bn in private equity transactions. Our strengths come from deep understandings around financial technology, and having various enterprise playbooks that scale mature enterprises with innovative product strategies that generate superior revenue growth without sacrificing EBITDA margins.
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Future Advice holds tremendous capabilities around enterprise software and enterprise CRM.
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Since 2015, Future Advice has worked with leading retail and consumer goods CEOs to build transactable situations with private equity.
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Wealth Management & Wealth-Tech is is critical pillar for our boutique advisory firm.