Services

Financial Institutions

  • Digital banking strategy

    • Retail & Commercial

  • Fintech partnership operating model, strategy, and execution

  • Tech strategy and innovation program design

  • Corporate development, strategic investment, and M&A advisory

  • Fractional C-Suite executive placement

Fintechs

  • Executive advisory & pressure testing

  • Bank / institution engagement

    • Sales process optimization

    • Relationship & communications management

  • Strategy sprints

    • Growth / Product / Pricing / Market

Investors

  • PortCo value creation & analysis

  • Pre-Deal & post-deal strategy

    • Right to Win

    • Integration & GTM

  • Commercial diligence

  • Ecosystem engagement, monitoring, and intelligence

Services offered for illustrative purposes only. Presidio Strategies is a privately held California limited liability company. Presidio Strategies provides advisory services and is not a broker-dealer nor does it represent any financial advice or guidance.