A HERITAGE IN FINANCIAL SERVICES AND
EXPERTISE BEYOND

We are one of the largest financial services consultancy firms on the west coast and serve a broad base of financial services clients, including banks, insurance companies, private equity firms and payment companies. We also provide the same suite of services to companies across the retail and consumer goods, technology, telecom and professional services sectors.

WHAT OUR CLIENTS
HAVE TO SAY

Pat Jackson

CEO
Sabal Financial Group, L.P.

Ro Katrak

Vice President
Farmers Insurance

Faye McClure

Founder and CEO
Urban Advantage Insurance
Former executive at Farmers Insurance and AIG

WHAT OUR CLIENTS
HAVE TO SAY

Pat Jackson

CEO
Sabal Financial Group, L.P.

Ro Katrak

Vice President
Farmers Insurance

Faye McClure

Founder and CEO
Urban Advantage Insurance
Former executive at Farmers Insurance and AIG

SERVICES WE OFFER

strategic planning

STRATEGIC
PLANNING

marketing

MARKETING, SALES &
DISTRIBUTION

OPERATIONAL
ENHANCEMENT

M&A ADVISORY

INDUSTRIES WE SERVE

insurance

INSURANCE

banking

BANKING, LENDING &
PAYMENTS

ASSET MANAGEMENT

PRIVATE EQUITY

technology

TECH, MEDIA & TELECOM

retail

CONSUMER GOODS & RETAIL

INDUSTRY-LEADING CLIENTS

Transom's clients range from high growth companies to established Fortune 100 firms. Our clients span financial services, retail and consumer goods, technology, telecom and professional services and include:

CASE STUDIES

STRATEGIC
PLANNING

MARKETING, SALES &
DISTRIBUTION

OPERATIONAL
ENHANCEMENT

M&A ADVISORY

SUBMIT AN INQUIRY

If you have a strategic, operational or M&A issue and want to ensure you maximize your return on your consulting dollars, reach out to Transom today. We promise high impact results delivered by top-tier professionals at a cost efficient price point.
Need more information about our consulting and M&A advisory services?