Mercatus is a market-focused private equity investing and strategy consulting firm focused on delivering the insights, innovative thinking and inspiration required to succeed in today's competitive financial services marketplace.

By understanding customer behavior, channel economics, as well as your underlying operating processes, we develop and support the execution of strategies to gain market share.

We work with investors and senior executives to pursue dramatic and sustainable improvements in performance. Our focus is on delivering profitable and sustainable market share gains. Our approach is fact-based, analytical, and hands-on, and is combined with a commitment to create actionable solutions and work with our clients to see them through implementation. And we apply our skills and discipline to engagements with financial services institutions as well
as investors.

When the increasing competitiveness of the retail financial services marketplace demands results, Mercatus resources provide the needed insights and performance traction. We are about delivering measurable and meaningful results. At the same time, our focus is first and foremost on your customers. Why and how they buy, their expectations for service, how the economics of serving them works, and where customers find value in their relationship with you. We are disciplined in our approach, but zealous about the need for customers to be at the center of our work.

The breadth and quality of value-building skills that we have developed enable us to work with private equity investing partners. Our success in investment work is direct testimony to the real-world bottom-line impact of our strategic and business planning approach.

We work with private equity investors in the formation of creative strategic partnerships and alliances. Our efforts include the development of strategic investment ideas, business plan development, financial modeling, and contract negotiation.

We provide clients with business opportunity assessments and valuations. We are committed to delivering to our clients market-focused analytical capabilities, superior business modeling tools, deep industry experience, objectivity, and independence.

We use our expertise, industry knowledge, and analytical skills to support clients due diligence efforts. Our services include financial reviews, operational assessments, and strategic
planning assessments

The ultimate test for our contribution is whether or not they improve our clients’ market position and profitability.

While we have deep experience and capabilities within retail financial services, our unique strength is our ability to understand markets, structure analytic approaches, and develop solutions to critical business issues.

We focus on modeling and assessing the key performance relationships, whether in consumer behavior or internal operating processes, that drive marketplace outcomes. Once having gained this critical understanding, you can then drive results.