top of page
MSI Hero.png

MSI

Advisory & Capital Management

LinkedIn.png
  • ABOUT US
    About MSI Advisory & Capital Management Services (led by Marc S. Irizarry) MSI provides strategic advisory, asset and wealth management consulting services, and capital solutions to support evolution of our clients’ firms, platforms, and private equity portfolio investments. We work with a small number of clients and begin with a purposeful assessment of our clients’ business models strengths, opportunities, and challenges. We then determine, develop, and decide on achievable objectives and vision of success. Once envisioned, we execute on growth plans. We step in to extend strategic business and product strategy efforts. We become an operating partner or advisor as needed to implement key initiatives, bringing business insight accumulated over decades of growing and servicing alternative and traditional asset managers and registered investment advisors (RIAs). Through our knowledge and network, we provide guidance on M&A and capital partners as needed to evolve your firm, sharpen investment strategies, and drive capital deployment decisions.
  • ABOUT US
    About MSI Advisory & Capital Management Services (led by Marc S. Irizarry) MSI provides strategic advisory, asset and wealth management consulting services, and capital solutions to support evolution of our clients’ firms, platforms, and private equity portfolio investments. We work with a small number of clients and begin with a purposeful assessment of our clients’ business models strengths, opportunities, and challenges. We then determine, develop, and decide on achievable objectives and vision of success. Once envisioned, we execute on growth plans. We step in to extend strategic business and product strategy efforts. We become an operating partner or advisor as needed to implement key initiatives, bringing business insight accumulated over decades of growing and servicing alternative and traditional asset managers and registered investment advisors (RIAs). Through our knowledge and network, we provide guidance on M&A and capital partners as needed to evolve your firm, sharpen investment strategies, and drive capital deployment decisions.
ABOUT US
  • ABOUT US
    About MSI Advisory & Capital Management Services (led by Marc S. Irizarry) MSI provides strategic advisory, asset and wealth management consulting services, and capital solutions to support evolution of our clients’ firms, platforms, and private equity portfolio investments. We work with a small number of clients and begin with a purposeful assessment of our clients’ business models strengths, opportunities, and challenges. We then determine, develop, and decide on achievable objectives and vision of success. Once envisioned, we execute on growth plans. We step in to extend strategic business and product strategy efforts. We become an operating partner or advisor as needed to implement key initiatives, bringing business insight accumulated over decades of growing and servicing alternative and traditional asset managers and registered investment advisors (RIAs). Through our knowledge and network, we provide guidance on M&A and capital partners as needed to evolve your firm, sharpen investment strategies, and drive capital deployment decisions.

Client Review

"We hired MSI as an advisor to validate our thesis on a transformative transaction for our asset management firm and to test public market receptivity.  MSI’s advice was objective and actionable. MSI ultimately added bandwidth to our in-house strategy team efforts and complementary knowledge extending beyond existing asset management consultants and traditional investment banker ways of thinking."

Contact MSI

Look forward to connecting!

bottom of page