Financial Services Strategy and Transactions Consulting 

EY-Parthenon Financial Services Strategy and Transactions Consulting helps financial services organizations build resilience and agility to thrive in an ever-changing environment. Through transformative strategies and transactions — including M&A and divestitures — we work with organizations to help strengthen business fundamentals and harness advanced technologies while helping to drive value creation and unlocking growth.

Is it really a strategy if it only works on paper?

Learn how EY-Parthenon helped guide a merger that built the largest future-ready wealth solutions firm.

What the EY-Parthenon Financial Services Strategy and Transactions Consulting team can do for you

In a dynamic landscape where market uncertainty is constant and artificial intelligence (AI) is reshaping financial services, focusing on strong business fundamentals is more important than ever. With a deep understanding of what drives your business model, our EY-Parthenon Financial Services Strategy and Transactions Consulting team guides you by viewing your organization through a dual lens.

Transformative strategy

EY-Parthenon teams can help you challenge the status quo, improve enterprise value and provide the confidence to act decisively — even in the face of operational, competitive, geopolitical and economic change. We can help you answer some of your most critical questions:

  • How can you leverage innovation and neurosymbolic AI to accelerate digital capabilities, enhance risk management and expand your market presence?
  • How can your organization strengthen its operational resilience?
  • How should I transform my business strategy to meet evolving customer needs?

Transformative transactions

EY-Parthenon teams can help you redefine operations, strategies, market positions and financial trajectories, unlocking value and boosting growth through an investor mindset — no matter the size or shape of the deal. We can help you address some of your biggest challenges:

  • How can you identify and assess potential M&A targets that align with your strategic vision?
  • How can a transformative deal reshape your portfolio of financial products and services?
  • How can you drive innovation and growth, accelerating capabilities in high-priority areas such as AI?

Contact us
Find out how EY-Parthenon Financial Services Strategy and Transactions Consulting teams can support your transformative strategy and transactions.

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