Advanced Business Solutions
STRATEGIC AND OPERATIONAL ADVISORY SERVICES
Whether you need expert guidance, coaching or a hands-on operator, Pk7 Partners has you covered. The following are our core service offerings backed by over 25 years of experience.
Strategic Planning
We offer an experienced analysis, honest review, new ideas and realistic recommendations on enterprise, product, or group level strategic directions and initiatives. Let's Go!
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Compliance and Regulatory Integration
The risk associated with compliance and regulatory errors has increased dramatically with the explosion of data. We cross the divide and ensure maximum leverage of information for both business units and internal efforts to ensure everything remains "in bounds". No Penalty Flags!
Investment Portfolio Review
Years of developing risk management tools as well as making both portfolio asset level investment decisions allow us to help clients with an independent review of their portfolios and investment processes. Risk drives return, but unknown risks can kill a business. Let's Get Control!
Data Use and Efficiency
Our data science operations and experience with AI products allows clients to benefit from someone who speaks "business", "finance", "compliance", and "IT" with real programming experience. One Team!
Investment Management Strategic Business Planning
With an intimate understanding of the different investment management products, markets, and business strategies, we work with our clients to ensure that they are on the path for success with a cohesive plan that leverages specific insights and approaches. Let's Get Assets!
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Non-Financial Risk Process and Regulatory Analysis and Review
We offer an analysis of best practices across the non-financial risk space that includes everything from continuity to change management. In this large and growing risk area, our focus is on continuous improvement, intense communication, applied definitions, and accountability through processes and tools that enable. Let's Manage It!
Artificial Intelligence Integration
Understanding, choosing, acquiring, and training your AI algorithm is difficult. We can not only help with this, but also with the more difficult task of integrating the results and utilizing the output of the new found information. Let's Make it Work!
Financial Management M&A Services
The key to pricing an investment management operation is in understanding the "magic" that creates outperformance. When assessing M&A opportunities in this sector, we offer a unique combination of experience from within, without, and around the process. Let's Find the Magic!
Productivity Enhancement
Our years of cross-industry experience allows clients to benefit from the application of new and existing tools and ideas to improve the productivity of any organizational unit by leveraging the experience of others. Back on Top!
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CFO Financial Services
Good help is hard to find, and we have more financial modeling experience (M&A, business, security, structured, etc.) than many "founding CFO's". Hard core deliverables that help improve business decisions and save money. Let's Solve It!
Risk Mangement Strategic and Operational Services
Intelligent Solutions and Advice are the key to helping our clients succeed in the increasingly broad category of risk management. We believe that taking the time to perform and deliver solutions that impact daily routines and information flow to management can be just as important. Information, accountability, and transparency drive a complete solution. Let's Get it Done!
Business Function Operational Analysis and Review
We help clients leverage the people, tools, processes, and information available to increase production and improve performance. Our perspective on dashboards, simple services or programs, and process improvements often drives large operational gains. Let's Improve it!
