Tristone Services

Tristone provides highly skilled and cost-effective business support services to financial institutions, corporates and start-ups across geographies, asset classes, industries and sizes. Some of the services we provide include customized research, competitive or market landscaping, financial modeling, equity and credit related analytics, and overall support for M&A, private investments and company fundraising transactions. We assist our clients in preparing management presentations, investment committee memorandums, research reports, information memorandum for various purposes, financial projections, and business plans, etc.

Our services are provided by a dedicated team that integrates with our client’s team and supports them across the value chain of their activities. Our teams comprise of highly qualified, talented and well-trained professionals (Analysts and Associates) that are managed and trained by senior professionals with experience in working at premier investment banks (Citigroup, Credit Suisse and Lehman Brothers) in NY and London.

Value Proposition

Our value proposition lies in the ability to utilize highly trained and world-class professionals located in India to help clients located across different geographies to scale up their business or staff a time-consuming transaction while at the same time retaining full control and without incurring additional fixed costs. Ultimately our service results in significant cost savings and increased efficiency for a client.

Our Clients

We work with small and large clients across the full spectrum of the financial services industry including private equity and venture capital funds, family offices/LPs, wealth managers, secondary and fund of funds, private credit funds, CLO Managers, direct lenders, investment banks, corporate advisory firms, placement agents and public equity/fixed income investors.

We also work with start-ups and corporates / portfolio companies on their fund raising, M&A, investor relations and other CFO office activities.

Client Testimonials