Our Services
Integrity. Colabration. Innovation.
Mergers & Acquisitions Consultancy
EagleWealth’s Mergers & Acquisitions (M&A) practice pairs leading acquisition and divestiture experience with broad global scale and industry and functional depth. Our services span the M&A lifecycle from growth strategy to target screening and diligence, through integration and separation execution. From a seamless Day One experience for customers and employees to a tightly executed post-close year one program, we help our clients to achieve the transaction’s potential while minimizing risk.
What we offer
Asset and Wealth Management
Emerging stronger from uncertain times
EagleWealth's asset & wealth management practice provides unique industry insights to traditional asset managers, hedge funds, real estate firms and private equity houses. Our experience with asset managers across the world can help you with the issues that you face today from post COVID-19 strategy and beyond.
Dimensions of Wealth
We actively listen to you to understand your complete financial picture across five dimensions of wealth. A deep understanding of these dimensions assists us in creating a customized financial plan that is uniquely tailored to you. Your financial plan is dynamic and will change and evolve over time to match you and your life.
Financial Markets Advisory
EagleWealth's Financial Markets Advisory (FMA) provides a differentiated range of advisory services by leveraging the firm’s capital markets, data and risk analytics, technology, and financial modeling capabilities while maintaining stringent information barriers.
EagleWealth established Financial Markets Advisory (FMA) to provide dedicated support to family offices, fund managers, and financial institutions, worldwide. It is created as a distinct business within the company, separate and independent from our traditional asset management business. FMA has since grown to offer a wide range of services for institutions in both the public and private sector. It leverages data and risk analytics, technology, and financial modeling capabilities while maintaining stringent information barriers and other procedures to manage potential conflicts of interest.
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FMA advises financial institutions, regulators and government entities on their most critical and complex financial issues – from bank stress-testing to unwinding a portfolio of assets to designing and executing bond purchase programs to support the economy.
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We work with senior management at these organizations, with a focus on their balance sheet and capital markets exposures as well as a wide range of other strategic, regulatory and operational challenges.
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Our professionals work out of all three regions (Americas, EMEA, APAC), allowing FMA to serve clients in all locations and time zones and respond to urgent needs as they arise. For assignments demanding cross-disciplinary expertise, we unite professionals from multiple offices to deliver the most effective team for any client situation.
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FMA provides advisory services from behind an informational barrier, separating it from the firm’s traditional portfolio management activities. This creates a conflict-avoidant environment that further serves to protect client data and proprietary information.