Experts in Partnership Strategy Loyalty Programs Financial Services Dining & Hospitality
Giving financial institutions and consumer brands the edge they need to identify valuable opportunities, attract ideal partners, and negotiate better deals.
PARTNER SMARTER
Whether you're a financial institution evaluating new loyalty programs or a consumer brand seeking financial partnerships, you often get only one chance to make your case. Promising opportunities can slip away when expectations don't align or crucial details are missed.
We've sat on both sides of the table, bringing insider knowledge of how financial institutions and consumer brands think, work, and create value together. From finding the right partner to crafting compelling pitches, we'll help you turn that one shot into a lasting, profitable partnership.
From Pitch to Partnership
YOUR COMPETITIVE EDGE
Experience cultivated at top financial institutions and consumer brands.
“Kelly’s intelligence and strategic thinking are unparalleled, making her a true asset in negotiations and partnership development. Kelly played a pivotal role in ensuring the Starwood/Marriott merger and subsequent transition went smoothly. She stayed focused on the big picture while managing the finer details with precision. Kelly brings an innovative, solution-oriented approach, always looking for the best outcomes for all parties involved. Her combination of expertise, collaboration, and insight makes her an invaluable professional in any setting.”
Atina Gordon, Vice President, Marriott Global Cards
"I had the pleasure of working with Andy at Merrill Lynch, Bank of America, and American Express, where his breadth and depth of financial expertise truly stood out. Andy brought an impressive ability to navigate complex financial challenges with both high integrity and a results-oriented mindset. His deep understanding of banking operations and strategic focus on growth drivers made him an invaluable advisor to business leaders throughout the organization. With years of experience advising senior leaders, Andy is adept at forecasting and presenting a range of options that support top-line growth while efficiently managing costs. He's a consummate professional and a trusted partner.”
Edmund Reese, Chief Financial Officer at Aon, Former CFO of Global Consumer Services at American Express, Former CFO of Wealth Management at Bank of America Merrill Lynch