About us
Founded in 2016, Kasavi Advisory applies a comprehensive understanding of private banking and investment management to deliver M&A advisory services tailored to the wealth and asset management sector.
Our core values
Diligence
Agility
Independence
Integrity
Discretion
Commitment
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.
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.
