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Financial Institutions and Private Equity

Helping financial institutions and private equity firms stay at the forefront of technology.

Financial institutions and private equity firms across the globe are presented with unprecedented strategic challenges today.  Consumer desires and financial needs are changing rapidly as a result of new technologies for financial services, along with the consumer’s emphasis on a pleasant purchasing experience.  With the great availability of data, understanding customers better has become easier, changing business models from a product-centric approach to customer-centric.  Due to strict regulations, financial institutions are under heavy scrutiny, and must be very diligent in order to prevent disruptions.  Even after more than a decade has passed since the global financial crisis, its effects continue in the form of historically low-interest rates and increased regulations.  As new challenges arise daily, traditional financial institutions need to carefully consider where to invest and which growth avenues they need to explore.

How NMS helps financial institutions and private equity firms.

At NMS, we strive to digitize operations, build efficient teams, and enhance the customer experience.  In today’s marketplace, customers demand digital, personalized banking experiences.  We work collaboratively with your team to implement the technology needed for digital products and better experiences, while building out loyalty strategies.  NMS consultants leverage global expertise to guide you on integrations, so that you can realize the full potential.  Our team partners with banks and payment providers to ensure program designs are used that deliver the experience desired by your customers.  We are here to help you expand your customer base, increase revenues, and leverage your partners.  Our team also helps insurance companies and brokers succeed in a highly competitive market.  A clear strategy, an outstanding business and operating model, and disciplined execution are required to succeed in today’s environment, and NMS is here to help.  

Our services for financial institutions and private equity firms include:

  • Operations improvements
  • Advocating your interests in litigation and regulatory matters
  • Market entry
  • Strategy development
  • Identification and execution of value-creating transactions

financial institutions and private equity framework

Value Optimization Framework

Global Coordinator

Trevor M. Saliba

Managing Partner
Global Head of Private Equity, M&A and Strategy
Private Equity, M&A and Strategy
Beverly Hills

Arthur Mansourian

Senior Manager
Cybersecurity & Data Privacy, Mergers & Acquisitions
Beverly Hills

Brenda Natarajan

Senior Consultant
Private Equity
Beverly Hills

What can we help you achieve?