Financial Services

Value CreationCultureFinancial ServicesAgentic AIPrivate EquityTransformationM&AMergers and AcquisitionsInsurance
Value CreationValue Creation
+7+7
The Cost of AI Noise

The Cost of AI Noise

Why structured decision governance, not faster pilots, will determine who actually benefits from artificial intelligence in regulated finance.

Tom Schapira
Tom Schapira
Value CreationValue Creation
+5+5
The Work Behind Confident Capital

The Work Behind Confident Capital

Where value is really created

Tom Schapira
Tom Schapira
Value CreationValue Creation
+8+8
Year End Reflections

Year End Reflections

Where value is really created

Tom Schapira
Tom Schapira
Value CreationValue Creation
+7+7
Leadership, Culture, and Outsourcing: Lessons from a Global Insurance Firm M&A

Leadership, Culture, and Outsourcing: Lessons from a Global Insurance Firm M&A

A reflection on what leaders choose to keep — and what they choose to let go

Tom Schapira
Tom Schapira
Value CreationValue Creation
+6+6
Before Year-End: Strategy That Moves the Needle

Before Year-End: Strategy That Moves the Needle

From M&A and growth capital to partnerships and capital structures — now is the time for clear, external perspective.

Tom Schapira
Tom Schapira
Value CreationValue Creation
+6+6
While You're Out of Office: A Reminder on Strategic Exits and Buy-Side Momentum

While You're Out of Office: A Reminder on Strategic Exits and Buy-Side Momentum

August is quiet. September won’t be. Use the downtime to sharpen your M&A playbook.

Tom Schapira
Tom Schapira
Value CreationValue Creation
+5+5
Rebuilding the Core — Lessons in Strategic Execution

Rebuilding the Core — Lessons in Strategic Execution

AI, Transformation, and the Quiet Discipline of Operational Change

Tom Schapira
Tom Schapira
Value CreationValue Creation
+4+4
The Chief of Staff: The Most Valuable Seat You’re Probably Not Filling

The Chief of Staff: The Most Valuable Seat You’re Probably Not Filling

A seasoned perspective on why real transformation and value creation depend on quiet operators with real scars

Tom Schapira
Tom Schapira
Value CreationValue Creation
+4+4
Tariffs Are In. Time to Protect Your Value Creation Plan.

Tariffs Are In. Time to Protect Your Value Creation Plan.

A strategy-first guide for PE and FS leaders recalibrating post-close initiatives, modernization spend, and execution priorities.

Tom Schapira
Tom Schapira
Value CreationValue Creation
+4+4
Leading Through the Fog

Leading Through the Fog

What smart FS and PE leaders are doing when clarity is in short supply — and momentum is hard to find.

Tom Schapira
Tom Schapira
Value CreationValue Creation
+4+4
The Smart Playbook for Engaging Talent: Permanent, Interim, or Outsourced?

The Smart Playbook for Engaging Talent: Permanent, Interim, or Outsourced?

How to Build the Right Workforce for Transformation, M&A, and Technology Execution

Tom Schapira
Tom Schapira
Value CreationValue Creation
+4+4
Too Many Cooks in the Kitchen: Streamlining for Success

Too Many Cooks in the Kitchen: Streamlining for Success

Diverse perspectives can drive innovation, but too many voices often slow outcomes and distract from core business goals.

Tom Schapira
Tom Schapira