The CBM Group

What The CBM Group does

The CBM Group, founded in 1992 and headquartered at 575 Madison Avenue, New York, is a privately-held management consulting firm specialized in the financial services industry. The firm advises leading banks, securities firms, derivatives firms, interdealer brokers, exchanges and clearing organizations, asset managers, life and P&C insurers, monoline financial guaranty insurers, and financial technology vendors across North America, Europe, Latin America, and Asia. Its service lines include capital markets and exchange strategy, wealth and distribution channel management, risk management and performance measurement (including EVA and RAROC), globalization of financial services, credit derivatives analytics, financial guaranty insurance consulting, and corporate development including M&A and strategic alliances.

The firm generates revenue through senior-led consulting engagements on a project basis, with no disclosed pricing model, recurring revenue, or technology product. Its distribution is direct enterprise engagement with financial institution executives, supported by a marketing footprint consisting of a professional website, published articles in industry outlets (American Banker, FOW, Registered Rep, Swiss Derivatives Review, Journal of Retail Banking), and a continuous annual report series published from 2001 through 2014. The firm employs between 11 and 50 people and is led by founding partners Andre Cappon (President) and Guy Manuel (Senior Advisor), supported by a small team of senior advisors and a director with backgrounds at Oliver Wyman, Booz Allen Hamilton, McKinsey, A.T. Kearney, Goldman Sachs, Merrill Lynch, BNP, and TMX Montreal Exchange.

There is no proprietary technology platform, software product, or AI/ML capability disclosed; the firm operates as a traditional senior-led advisory practice whose competitive position rests on practitioner experience, long-tenured client relationships, and domain specialization rather than technology assets. No funding rounds, acquisitions, partnerships, or ownership changes are documented in available source material, and the most recent dated public artifact (2014 annual report, 2015 website copyright) suggests limited public-facing activity in the most recent period.

Name

The CBM Group

Legal name

The CBM Group, Inc.

Website

https://thecbmgroup.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

The CBM Group is a privately-held New York-based management consulting firm, founded in 1992, that provides senior-led strategic advisory services to banks, securities firms, exchanges, insurers, and financial guarantors across North America, Europe, Latin America, and Asia.

Ownership category

akta.pro rank

Product category

Management Consulting - Financial Services

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Financial services consulting
• Capital markets advisory
• Risk management consulting
• Wealth management advisory
• Exchange strategy consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Management Consulting Services: The firm generates revenue through consulting engagements with financial services companies, providing strategic advisory services across capital markets, wealth management, risk management, and globalization strategies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The CBM Group is a general management consulting firm specialized in the financial services industry, providing strategic advisory services across capital markets, wealth and distribution management, exchanges and clearing organizations, risk management (market, credit, operational), globalization of financial services, financial guaranty insurance, and corporate development including M&A and strategic alliances. Engagements are delivered by senior partners directly to leading banks, securities firms, exchanges, insurers, and asset managers globally.

Product overview

The CBM Group is a general management consulting firm that provides advisory services to the financial services industry. The company does not offer software products or technology platforms. Its service offerings include: wealth management and distribution consulting, capital markets and exchange strategy, globalization advisory, financial guaranty insurance consulting, risk management, EVA and RAROC performance measurement, and corporate development (M&A and strategic alliances). The firm also publishes annual reports and industry research articles through its publications section.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Markets and Trading Strategy Advisory Strategic advisory on capital markets, trading business strategy, derivatives strategy, exchange strategy, and straight-through processing, delivered to securities firms, derivatives firms, and interdealer brokers.
• Wealth and Distribution Management Advisory Strategic advisory on distribution channel management, sales force management, and asset management for retail, commercial, and investment banks.
• Risk Management and Performance Measurement Advisory Advisory on market risk, credit risk, operational risk, EVA and RAROC performance measurement, and capital allocation for banks, asset managers, and insurers.
• Exchange and Clearing Organization Strategy Strategic management, consolidation scenarios, and market structure advisory for stock exchanges, derivatives exchanges, and clearing organizations globally.
• Monoline Financial Guaranty and Credit Derivatives Analytics Strategy and analytics advisory, including credit derivatives analytics, for monoline financial guaranty insurers.
• Globalization of Financial Services Advisory

Named customers10 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• A.T. Kearney (now Kearney): Global management consulting firm with a Financial Services practice. Senior advisor Kevin Mellyn was an original member of A.T. Kearney's FS practice, and the firm covers bank strategy, risk, and operations work overlapping with CBM.
• Bain & Company: Global strategy consulting firm with a strong Financial Services practice serving retail/commercial banking, capital markets, and insurance. Competes with CBM for senior-level strategy and corporate development engagements.
• Booz Allen Hamilton: Global consulting firm with deep financial services and risk advisory capabilities. Founder Andre Cappon was a VP/Shareholder there, and the firm covers adjacent risk, regulatory, and operations work in financial services.
• Promontory Financial Group (IBM Consulting): Specialized financial services risk and regulatory consulting firm now part of IBM Consulting. Competes with CBM's risk management practice, particularly around regulatory strategy for banks and financial guarantors.
• Accenture Financial Services: Global consulting and technology firm with a Financial Services practice covering banking, capital markets, and insurance. Founder Andre Cappon was previously a Manager at Andersen Consulting (now Accenture), and the firm competes at the intersection of strategy and execution.
• Boston Consulting Group: Global strategy consulting firm with a sizable Financial Institutions practice covering banks, asset managers, and insurers. Operates at the same enterprise C-suite level as CBM but with vastly greater resources.
• McKinsey & Company: Global strategy consulting giant with a Financial Services practice serving banks, securities firms, and insurers. Senior advisor Kevin Mellyn was a consultant at McKinsey, and the firm competes for the same enterprise strategy engagements as CBM.
• Deloitte Consulting: Big Four advisory firm with a large Financial Services practice spanning strategy, risk, regulatory, and technology consulting. Competes with CBM on bank and insurance strategy engagements, especially where integration with implementation is needed.

Emerging players

• L.E.K. Consulting: Global strategy consulting firm with a Financial Services practice focused on growth strategy, M&A, and commercial due diligence for banks, asset managers, and insurance. Comparable to CBM in size and boutique-style senior engagement model.

Direct peers

• Oliver Wyman: A leading global management consulting firm with a dedicated Financial Services practice covering banking, capital markets, and insurance. Founder Andre Cappon was previously a Senior Partner there, making it the most direct comparable peer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The CBM Group