Our Philosophy
Igal Kasavi, Founder, Managing Partner
— Igal Kasavi is a Merger & Acquisition consultant specializing in the Financial Industry. As a graduate of the University in Geneva with a Masters in Economics & Finance, he worked for 25 years as a private banker in various leading financial Institutions such as HSBC, Julius Baer, and financial advisory firms in Switzerland. His combination of long and extensive experience in the Private Banking industry and current M&A activities allows him to gain a comprehensive and holistic view of each client’s needs whilst taking into account current and future trends in the Wealth Management/Asset Management Industry.
Through granular and comprehensive views of private banking, we have strived since 2016 to foster a holistic approach to M&A advisory tailored for the wealth management and asset management industry.
External Asset Manager Proprietary Database
Kasavi advisory uses a proprietary database enveloping over 1000 wealth and asset management firms (500 of whose data is exclusive to Kasavi Advisory), providing us with the ability to find numerous targets, potential buyers, or acquirers, efficiently and accurately for any client. The database acts as a filtration model to tailor the needs of each client based on their precise criteria, such as:
AUM
Client Domicile breakdown
Client type
Revenue breakdown
Business model
Founding year & Founding members
HQ/Operating Jurisdictions
*This is not an exhaustive list, our database contains additional datasets.
Integrity
Discretion
Diligence
3-Tier Approach
Our three-tier approach to M&A fosters a blend of modular qualitative and quantitative data, parallel to cultivating continuous opportunities within our network. This facilitates efficiency and helps us tailor target identification, which can stem from defining a potential universe of targets using our own database, or from present market opportunities. The blend of these three core pillars can be used interchangeably to ensure we find the most appropriate partners or ventures for our clients.
