Specialized Advisory Services 2912 Advisors offers tailored CFO and COO services along with middle and back office functions, presenting opportunities to target emerging and mid-size investment managers, family offices, and liquidating funds seeking operational efficiency and strategic advisory support.

Growth Potential With annual revenues estimated between 10 million and 25 million dollars, the firm demonstrates a solid revenue base that suggests opportunities for upselling additional consulting services or strategic partnership expansions as client needs evolve.

Established Expertise The partners' extensive industry experience over a decade positions 2912 Advisors as a trusted provider, making sales efforts more effective when emphasizing their deep sector knowledge and track record in supporting various fund structures and investment strategies.

Tech-Enabled Approach Utilizing a tech stack that includes Squarespace, RSS, and other digital tools, the firm values modern technology, indicating potential for integrating innovative financial solutions or offering technology-driven advisory services to similar clients.

Market Alignment Operating within the financial services sector alongside notable competitors like Blackstone and Morgan Stanley, 2912 Advisors presents an opportunity to position new or complementary services that cater to the needs of mid-sized investment firms seeking operational excellence.