Think Globally. Grow Locally.

Empowering businesses with global insights tailored to local impact.

Fractional management consulting

We empower financial and non-financial institutions, fintechs and start-ups with fractionally-driven consulting that blends deep domain expertise, strategic foresight, and operational agility. Our consultants operate as fractional leaders, embedded advisors, and transformation catalysts across key areas of sales, business development, business strategy, technology and risk.

  • Provide executive-level support or strategic steering, both for established businesses, finanical institutions as well as start-ups/scale ups.
  • Coaching sales executives and managers to apply global best sales practices in building and coaching high-performing sales teams
  • Support go-to-market execution and implementation of sales enablement tools.
  • Guide digital transformation, advise on vendor selection, tech stack optimization, and data strategy.
  • Ongoing assistance in risk model ecosystem design, development and maintenance
  • Augment project groups, committes, steerco's on an ongoing basis
  • Ongoing senior and mid-management advisory

Design, develop and scale AI powered digital products.

We enable digital and AI breakthroughts through our collaboration with leading cross industry AI / digital agency in order to design, develop and scale AI-powered digital products:

  • Agentic workflows: Multi-step task automation that plans, calls tools/APIs, verifies outputs, closes the loop and harnesses human aware safeguards
  • Intelligent search & RAG: Citations, metadata filters, and process automation with auditable states and clear affordances.
  • Decision copilots: Natural language interfaces that summarize, compare, explain patterns, classify, extract, and route with clear pricing and SLAs.
  • Predictive & optimization models: AI UX for end users with predictive analytics and optimization that delivers measurable business impact.

Risk, credit and lending advisory

Review and enhance internal methodologies, models, practices or technology with particular focus on end-to-end lending ecosystems, including loan origination, credit assessment, scoring & rating, loan servicing, collections, and recovery.

  • Reviewing existing and design target lending ecosystem
  • Assist with credit, risk and lending vendor landscape review and selection
  • Assist with credit, risk and lending technology rollout or planning
  • Review existing credit risk frameworks, tools and models
  • Assist with risk modelling leveraging Moodys and S&P rating methodology experience
  • Build risk models for specialised, niche and other low defaul portfolios where data is scarce
  • Assist with obtaining rating from rating agencies

Sales and business development coaching

Sales process review and optimisation, go-to-market strategy, planning and execution, complex deal review, negotiation and support, as well as marketing, prospecting and event support.

  • Sales process review, design and optimisation
  • Sales sales cycle mapping and alignment with the the sales tech stack
  • Refine sales stragetgy and support Go-to-market initiatives
  • Review and refine ICP (Ideal Customer Profile) definitions
  • Market review and segmentation
  • Account Based Marketing (ABM) methodology design and technology
  • Complex sales and key deals support
  • Events and partnerships

Credit Risk Services and Analytics

Through the collaboration with a specialised credit risk boutuqe, we deliver a range of services and analytics in area of credit and credit risk for banks as well as non-bank financial institutions and corporations.

  • Deal structuring, credit analysis, underwriting, monitoring incl. EWS
  • Distressed assets/restructuring (real estate & corporate)
  • Credit topics: NPL; IFRS9 Impairment; forbearance classification; large exposure/GCC; regulatory requirements related to credit area- Optimization of the credit procedures & processes incl. their adherence to regulatory requirements (e.g. EBA ; CRR; BWG; FMA-MS-K; KWG; Ma Risk)- ESG risk- related topics (materiality factors; reporting)
  • Support by the credit analysis, deal origination & structuring, monitoring as well as restructuring- Support in the communication with the bank/ creditor throughout the loan cycle incl. setting up of a credit documentation & assistance with the arising issues/ inquires from a bank/ creditor
  • Analysis of the investment projects

Senior team augmentation

Whether you’re operating a bank, scaling a fintech or navigating vendor complexity, our consultants bring executive-grade expertise in risk, credit, lending, strategy, technology, and business development

  • Fractional Sales Director for a Lending Tech Vendor
  • Member of the Startup / Scale up steering and advisory board
  • Augment bank's risk, credit or modelling teams
  • Augment project groups, committes, steerco's
  • Strategy and businsess development advisor
  • Strategy and businsess development advisor
  • International GTM support

Corporate Finance and M&A advisory

Driving successful M&A deals in South‑East Europe — connecting ambitious international investors with local entrepreneurs ready to grow. We specialize in small to mid‑market transactions, unlocking opportunities and forging strategic partnerships that deliver real value.

 

  • Sell Side / Buy Side advisory
  • Valuation and due diligence
  • Post-merger integration
  • Business planning and financial modelling
  • Investment and feasibility study
  • Business optimisation and restructuring plans
finance reports