Advisory Services

As a result of our executive search activities, Westwood Partners is in a unique position to offer clients creative solutions that best fit their growth needs. To this end, Westwood provides a range of advisory services to assist clients in evaluating their strategic options for growth - by researching and analyzing the competitive arena, identifying a dynamic pipeline of opportunities to pursue, and implementing the optimal strategy through recruiting individuals or teams, or acquiring entire entities. Key to Westwood's success in executing Advisory mandates is our access to senior executives, thought leaders, and business owners, and our ability to operate with the highest level of confidentiality and discretion.

Mergers and Acquisitions

Westwood brings together both buyers and sellers where mergers and acquisitions offer the best growth strategy. The team has experience identifying opportunities on behalf of a wide array of large and small firms including:

  • Sell-Side Financial Institutions
  • Traditional Asset Managers
  • Insurance Companies
  • Hedge Funds
  • Private Equity Firms

The Westwood team has a successful track record of identifying unique merger and acquisition opportunities that fit our clients' strategies for future growth, helping them remain competitive in an ever-changing landscape and on the cutting edge of product offerings. We advise our clients throughout the entire process, from idea generation and due diligence to closing.

Research and Consulting

Our research and consulting services offer clients best practices and strategic advice on management assessment, governance, succession, organizational structure, remuneration, acquisition, integration, benchmarking, competitive positioning, strategy, and industry trends. Our research and consulting services assist both buy-side and sell-side firms to expand their businesses by adding new products or asset classes, establishing new businesses, or recruiting teams or entire entities through mergers and acquisitions.