Everything

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Gallatin works with ambitious, successful firms on their way to greater heights. Our clients are wealth managers and strategic sector-investors such as private equity firms who share our commitment to high standards.

Operating primarily in three areas of expertise spanning growth, vertical integration and acquisitions, Gallatin steers clients through a process of thinking which tests concepts, explores new ideas and provides the judgement and candour our clients need in order to reach committed solutions which are the right ones for their unique context.

Devoted to understanding the nuances, opportunities and possibility of your business, all work is undertaken by Martin Andrew.

Growth

Lead generation & conversion

Proposition development

Client segmentation

Organising for growth

Practitioner hiring

Pricing & efficiency

Vertical Integration

Value chain options and approach

Integrating across the value chain

Advice proposition - independent, restricted

Investment solutions - unitised, MPS, bespoke

Platform options - own, white-labelled, 3rd party

Acquisitions

Acquisition strategy

Target assessment

Due diligence support

Business planning

Pre-sale optimisation strategy