Enabling Business Strategy.
Headquartered in Connecticut and with a Global reach, Willowbrook Advisors LLC has been helping clients realize their business strategy since 2015. Our people have been doing the same for much longer than that!
Our firm specializes in creating Operational Alpha, the value added by the adoption of people, process and technology enablers that permanently reduce your cost base and increase your efficiency. In times when front office automation and regulation have put pressure on margins and returns, the optimization of supporting processes is essential.
Whether you are directly involved as the Head of Operations or the COO, or you are in other leadership roles - Head of Trading, Investment Banker, Portfolio Manager, or have a portfolio of businesses (Venture Cap, Private Equity, Family Office), we can help you ensure your business is optimized to deliver. We bring extensive experience and professionalism to every project and customize our support to your individual needs and concerns. We can help manage entire functions or optimize ahead of a major deal or potential acquisition, increasing the value to your firm, your clients and your investors.
Our leaders have an average of two decades experience building, running, integrating and transforming operation. We stay connected with modern financial technology and the digital experience, and have monitored their evolution to inform our own benchmarks—all to give you exceptional strategic advice and delivery that will last for years to come.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
the value delivered upon adoption of processes and technology that permanently reduces cost and boosts efficiency
Contact
➤ LOCATION
New York, NY 10017
New Canaan, CT 06840
☎ CONTACT
info@willowbrookadvisors.com
(646) 389-8536
Areas of Practice
I. OPERATIONAL strategy
Business needs to constantly change and adapt to new challenges - knowing your ultimate goals to help support the business is the first step in the process. We can help you define how you will support the core business strategy. Communication and alignment is key for delivery by the entire organization.
VI. implementation & execution
Effective project management starts at the top and can make or break the delivery of successful outcomes. We can help you build a business oriented delivery process that empowers the organization to deliver. We provide transparency into the process without bogging down progress with unnecessary bureaucracy. Decreasing risk while increasing your probability of success.
II. ASSESSMENT & GAP ANALYSIS
How do each of your support teams help you to realize your goals and ensure good outcomes? We can help document your business processes front to back. Our expertise can help you document your business processes so you can clearly see how they support (or don't support) your intended business strategy. Knowing when to change and what good looks like are the keys to success.
V. solution design
Holistic look across requirements. Design the org within which they can operate and succeed. Local office or a Global organization? Captive or fully outsourced? Build vs. Buy? Our consultants have experience in building, integrating and transforming operations across diverse business lines. We have the added experience of actually managing teams at different scales.
III. technology selection
Fintech, MarTech, CloudTech. We can help you understand the key players. We help to navigate vendors and utilities who can help streamline your business operations. Understanding the current marketplace and how disruptive technology can be harnessed to simplify your technology stack. Knowing both what to look for and how each solution maps to your requirements is key to unlocking the most optimal use of resources.
IV. process automation
Is automation through RPA right for you? Does it make sense or will it paper over the underlying problems. We can work with you to diagnose issues and ensure the solutions will help you achieve your longer term goals.
“The first step towards getting somewhere is to decide that you are not going to stay where you are.”
Let's Chat.
Use the form below to contact us regarding your business optimization enquiry. Please be as detailed as possible. Include your industry along with any specific requests. To help us best service your enquiry, we recommend that you first describe the situation before telling us what you want to achieve. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.