Our services

WE PROVIDE EXECUTION SERVICES TO PRIVATE CLIENTS ACROSS THREE VERTICALS: M&A SERVICES, SPECIAL SITUATIONS, AND CORPORATE ARCHITECTURE.

Our Approach

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We step in when clients face volume constraints, new sector entry, geographic expansion or complexity – and where existing teams, if present, lack the necessary scale, presence or expertise.

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We amplify clients’ execution capabilities that are impractical to build internally. We elevate existing teams – injecting momentum, expertise, and strategic firepower to accelerate and improve outcomes.

Partnerships

We are purpose built to complement family offices, private banks, and wealth managers.  We do not provide investment advice, origination, capital allocation or portfolio management services. Instead, we join forces as your strategic business partner, helping your clients address complex transactional, operational, legal and tax related needs. We assist you in unlocking value for your clients, improving relationships and enhancing retention.

Let’s unlock value together:
contact@neopolis.com