Nextgen Strategic Advisors Provide Our Clients With Demonstrated Financial Services Industry Experience, Deep Expertise in Strategy, Governance, Risk Management, Regulatory Implementations, IT and Operations Issues, and Proven Insight Into Their Biggest Challenges and Greatest Opportunities.


NextGen Strategic Advisors’ mission is to assist our Financial Services Industry clients to thrive in the post-2008 crisis, next generation regulatory environment.
The post-2008 crisis regulatory environment has fundamentally redefined the rules of the road:
  • Ongoing Global Regulatory Requirements
  • Increased Capital Requirements
  • Changing Market Structures
  • Disintermediation by Well Capitalized, Unregulated Competitors
The rationale and viability of many businesses is in question as new core proficiencies are required for survival:
  • New Business Intelligence
  • Optimize Business Strategies
  • New Operating Models
  • Revised IT Architectures
  • Major Operating Process Changes
NextGen Strategic Advisors focuses on creating opportunity in the new environment by:
  • Leveraging Massive Regulatory Compliance Investments
  • Providing Integrated Solutions Across All Aspects of the Business
  • Identifying Innovative Financial and Strategic Insights in the New Environment


NextGen Strategic Advisors’ distinguish ourselves through the fundamental design of our company:

Entire Value Chain Coverage

External Consultants: We have demonstrated deep expertise in strategy, governance, risk management, regulatory implementations, IT and operations issues
Internal Management: We have managed across the entire implementation spectrum from idea development to solution design to planning & budgeting to syndication, funding and implementation

Right Sized Solutions

We design right sized solutions - in close collaboration with our clients - that leverages the best approaches assembled from our deep consulting and management experience

Decades of Senior Expertise

We provide real world recommendations and actionable solutions

High Senior Staff Ratio

We bring high value expertise in small teams, not armies of large teams

Small Us – Big You

We define solutions to minimize consulting spend and leverage internal resources

Managing Partner Involvement

We dedicate Managing Partners to lead our projects