Case Study: Global Investment Firm achieves strategic growth and stronger alignment with AlixPartners

Global Investment Firm - Customer Case Study

Global Investment Firm worked with AlixPartners to help steer a North American subsidiary toward a new strategy: moving beyond selling financial products to also offering investment consulting services in the US market. The challenge was not just strategic, but organizational—leadership mistrust, lack of confidence in advisory capabilities, misaligned incentives, and legacy systems were all slowing the transition.

AlixPartners supported the shift with a rapid diagnostic, leadership alignment efforts, a consensus-building summit, a joint working group to strengthen US-focused research capabilities, and a communication campaign that translated the strategy into a three-year roadmap with clear revenue and market-share targets. The results were strong: the subsidiary began making measurable progress toward its targets within six months, self-assessed senior-team effectiveness improved by 70%, and within one year the company climbed several levels in the industry’s league tables.