The Executive Office
The Executive Office is a privately held, London-based boutique financial advisory firm founded in 2001, providing investment banking, M&A advisory, wealth management, and asset management services through a small (11-50 employee), relationship-driven practice.
- Company typePrivate
- Founded2001
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
The Executive Office firmographics
Firmographics- Name
- The Executive Office
- Website
- https://theexecutiveoffice.com
- Company type
- Private
- Founded year
- 2001
- Headcount range
- 11–50 employees
- Short description
- The Executive Office is a privately held, London-based boutique financial advisory firm founded in 2001, providing investment banking, M&A advisory, wealth management, and asset management services through a small (11-50 employee), relationship-driven practice.
- Ownership category
- akta.pro rank
The Executive Office industry classification
Industry- Product category
- Investment Banking and Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Administrative Management and General Management Consulting Services (541611)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where The Executive Office is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
The Executive Office business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
The Executive Office product offering
Product offeringCore offering
The Executive Office provides investment banking and acquisition advisory services to corporate clients alongside wealth management and asset management services. Operating as a boutique London-based financial advisory firm, it combines corporate finance mandates with private wealth and portfolio management offerings for its clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Banking Advisory Advisory service for corporate clients on investment banking matters, including transaction-related mandates.
- Acquisition Advisory Advisory service supporting clients on acquisition transactions and related corporate finance activities.
- Wealth Management Wealth management service for private clients seeking portfolio and wealth advisory.
- Asset Management Asset management service providing portfolio management for client assets.
Companies that use The Executive Office
Customer profileIdeal customer profiles2 records
The Executive Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Executive Office competitors and assessment
Company assessmentDirect peers
- Rothschild & Co: Independent, family-controlled global financial advisory group offering M&A advisory, restructuring and wealth & asset management. Closely comparable to The Executive Office's mix of investment banking / acquisition advisory plus wealth management, though at materially larger scale.
- Lincoln International: Global mid-market M&A advisory firm with strong European / London presence. Comparable as a boutique competing for mid-market M&A and capital advisory mandates against bulge-bracket banks.
- WH Ireland: UK-listed wealth management and corporate advisory boutique offering investment management, wealth planning and corporate broking / advisory. Comparable as a London-headquartered, multi-discipline financial advisory firm serving HNW and mid-market corporate clients.
- Moelis & Company: Independent global investment bank providing M&A, restructuring, capital markets and wealth management advisory. Comparable across both the corporate finance and wealth advisory lines of The Executive Office.
- Houlihan Lokey: Global independent advisory firm with strong M&A, capital markets, restructuring and financial valuation practices. Comparable on the investment banking / M&A advisory side of The Executive Office's business.
- Arbuthnot Latham: UK private bank and wealth manager providing banking, investment management and financial planning to HNW clients. Comparable on the wealth management and private client services axis, though operates its own licensed bank.
- Arma Partners: European independent M&A and corporate finance advisory boutique headquartered in London. Comparable as a boutique M&A / corporate finance competitor targeting mid-market technology and growth mandates in Europe.
- Evercore: Independent investment banking advisory firm focused on M&A, restructuring and private capital advisory. Comparable as a senior-led advisory boutique competing for mid-to-large cap mandates in London and globally.
Broad incumbents
- Rathbones Group: One of the UK's largest listed wealth managers, providing investment management, financial planning and tax services to HNW individuals, trusts and charities. Comparable on the wealth and asset management arm of The Executive Office, though at much larger scale.
- Lazard: Global financial advisory and asset management firm with deep M&A, restructuring and wealth management practices. Comparable across the same business lines as The Executive Office, but operating globally at substantially greater scale.
Market position
Customer concentration
The Executive Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Executive Office leadership team
Management profileNumber of profiles
The Executive Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Executive Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Executive Office
What does The Executive Office do?
The Executive Office provides investment banking and acquisition advisory services to corporate clients alongside wealth management and asset management services. Operating as a boutique London-based financial advisory firm, it combines corporate finance mandates with private wealth and portfolio management offerings for its clients.
When was The Executive Office founded?
The Executive Office was founded in 2001. It employs 11 to 50 people.
Where is The Executive Office based?
The Executive Office is headquartered in London, United Kingdom, in the Europe region.
Who are The Executive Office's main competitors?
Direct peers on record are Rothschild & Co, Lincoln International, WH Ireland, Moelis & Company, Houlihan Lokey, Arbuthnot Latham, Arma Partners and Evercore. Broad incumbents are Rathbones Group and Lazard.
Does The Executive Office have an API?
No public API is recorded for The Executive Office.
What industry is The Executive Office in?
The Executive Office's product category is Investment Banking and Wealth Management Advisory. Its primary akta.pro industry code is FSAEAGAE, Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.