Established Fintechs

Established Fintechs are continuously looking to differentiate their offerings and grow their businesses either organically or inorganically. OPCO works with these firms to help transform their businesses, support new product launches and drive strategic partnerships with Emerging Fintechs.

What We Do

Corporate development

We identify and execute strategic growth options and corporate development initiatives by leveraging both internal and external resources.

Product strategy + GTM advisory

OPCO creates and executes plans that maximize product strategy and go-to-market approach while ensuring maintenance of a competitive advantage.

Strategic or Fintech partnerships

OPCO evaluates and executes commercial partnerships within the Fintech Capital Markets Ecosystem.

Asset monetization strategies

We partner with corporate development teams to curate, design and execute spin-out opportunities.

Credentials +
Experience

  • OPCO secured a private equity investment, provided Board level guidance and advised the CEO of a market data firm on an exit strategy, ultimately leading to a successful transaction.
  • Retained by a data management platform company that sought to increase its market share in financial services.  The company was strong in other verticals but struggled to penetrate financial services due to a lack of persona-based messaging, an adequate call to action and relationships.  OPCO ran a comprehensive GTM discovery process that redefined who and how the company targeted opportunities in finance.   
  • A master data management company hired OPCO to develop a product strategy and to assist with corporate development.  OPCO led a product strategy review across the firm’s 14 products, including assessments with clients and other 3rd parties.  This resulted in product development changes and a corporate development exercise to fill critical gaps. 
  • Advised a leading financial data and workflow platform CEO on the design and development of a channel strategy.
  • Served on the Board of a trading and risk infrastructure platform and advised the leadership team on strategic growth options as well as operational best practices.

What They've Said

"OPCO brings focus and precision to projects based on their extensive experience, expertise, and network capabilities. They add real value and work to generate superior outcomes for their clients."

- Neil Ryan, Project Lead, Cassette

"OPCO helped GoldenSource with a comprehensive product strategy review. Their domain knowledge and proprietary playbook helped us fine tune our strategy and allocate resources to the most impactful drivers of revenue. OPCO was a real forcing function in driving decisions and accelerating execution."

- John H. Eley, CEO, GoldenSource

“If you want to scale with speed and certainty, OPCO is your answer.”

- Bob Sloan, Managing Partner & CEO, S3 Partners

“OPCO has been instrumental in helping MayStreet scale through an especially challenging environment. We have benefited from their broad network, even-keeled approach and appreciation of the importance of relationships in building a great business.”

- Patrick Flannery, CEO, MayStreet

“OPCO has been invaluable in helping Beacon grow and systematically evaluate strategic decisions. OPCO's team quickly became a trusted partner to us as they took the time to understand Beacon's unique product and the people involved before making recommendations. Their deep industry experience, relationships, and commitment to clients are second to none in the advisory space.”

- Alla Liberman, SVP Strategy, Beacon Platform

Get In Touch

info@opcollc.com