Financial services

Customized approach.

Financial institutions have emerged from the last Great Recession to a business environment of growing regulation, disruptive technology and increasing investor needs.

Understanding the markets and the channels for distribution and establishing a strong value proposition determine a company’s “right to win.” We help our banking, asset management and insurance clients analyze their unique positions, navigate the complexities of the current climate and develop strong foundations for sustainable growth.


What we do

Strategy capabilities

Across a wide spectrum of the financial services industry, including leading competitors and niche competitors, we help our clients to simplify the complicated and develop strategies for growth. To do so, we deploy a broad range of capabilities, including:

  • Primary consumer research
  • Competitive analysis
  • Economic forecasting
  • Market sizing and assessment
  • Growth rates and driver analysis
  • Customer value proposition
  • Target identification and prioritization
  • Corporate diligence
  • M&A strategy

We provide data-driven insights that help clients build pragmatic strategies that deliver results.

Broader capabilities

Our ability to tap into the broader EY organization creates a winning combination for our financial services clients. We have the unique ability to provide a suite of capabilities, from strategy through assistance with implementation, including but not limited to:

  • Operational efficiency assessments
  • Performance improvement advisory
  • IT strategy and implementation advisory
  • Financial systems and processes
  • Financial forecasting
  • Infrastructure planning and capital transformation advice
  • Risk management
  • Tax implications

Tapping into the global EY organization makes for a winning combination for our clients.

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Our people

Case study: Due diligence for Private Equity firm


One of Parthenon’s private equity firm clients was interested in purchasing a manufacturer of articulating ladders, sold nationally through major hardware and home improvement stores.

Parthenon was tasked with answering the private equity client’s key questions in order to confirm or deny its investment thesis. Those questions included the following:

  • What are the key dynamics of the ladder market, including size, growth and segmentation?
  • What is the competitive landscape of the ladder market and how is it changing?
  • How do the channel and end-users view the product and why do they choose it over other options?
  • What additional growth opportunities exist for the target company?

Parthenon EY Action

During the six-week engagement, Parthenon used extensive primary and secondary research efforts to determine the product’s position within key retailers as well as its market penetration. Specifically, Parthenon executed interviews with several key constituencies including:

  • Management team members
  • Consumers (ladder owners, articulating ladder owners, and non-ladder owners)
  • Professionals (contractors, electricians, and painters)
  • Retailers buyers, Big Box, franchise hardware, and independent hardware competitors
  • Industry sources


Based on the outcome of Parthenon’s work, the private equity client ultimately decided not to purchase the target company.