Financial Services Firms:

Our clients include venture capitalists, wealth managers, brokerage firms, as well as investment bankers. We work with our clients to provide them with the insight they need to evaluate investment decisions.

Our work enables our clients to more effectively review business proposals and financing requests by providing them with additional information they need to better understand the market potential, critical success factors and inherent business risks.

Success Stories:

Challenge: The owner and founder of a nationally regarded wealth management firm was considering making a $2 million investment in a real estate development project and retained Johnson Consulting Services to provide ... Click here to read more.

Challenge: Senior managers in a Connecticut investment banking firm were involved in a serious internal conflict about whether they should invest in a $10 million financing proposal that ... Click here to read more.

Challenge: A venture capitalist needed assistance in obtaining information to be used to complete a feasibility study to assess the market potential for an over-the-counter analgesic drug delivery system. The business... Click here to read more.

Challenge: The Vice President in charge of training for a large full-service regional brokerage and investment banking firm needed assistance in providing insight to their experienced brokers about the needs of small business owners and how to effectively market financial services to them ... Click here to read more.