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Financial Services 

Financial institutions’ ability to react nimbly to mounting industry pressures—changing regulatory demands, diversifying product lines, markets, increasing industry risk, and uncertainty. Thus has affected their ability to make critical decisions effectively. We work with financial institutions to identify the highest value decision opportunities, establish clarity and accountability and build enduring behaviors, metrics and incentives throughout the organization to produce better decisions, faster action, and improved efficiency continuously. 


We work with financial services clients to develop clear, practical action plans and support or manage the implementation of those plans to ensure real and sustainable performance improvement. We work strategically and operationally with leading financial services companies globally - including banks and insurance companies – redesigning their processes to strengthen their customer focus.


Statistically, firms that marry greater efficiency with higher productivity in serving customers generate the highest shareholder returns. We work with leading services firms to strip complexity out of products and processes, reducing costs to bolster or rebuild margins.​​


Cassia provides complementary strategic, financial and tactical advice and unparalleled execution to public and private companies and financial sponsors on portfolio or single investments across a broad range of industry sectors and geographies. Our success begins and ends with an unstinting commitment to delivering a world-class client service.

Capital Markets 

Cassia's capital markets practice facilitates public and private equity and equity linked investment solutions on portfolio or single investments for our global client base. We transact in equity / equity-linked and debt products across all major capital markets.

Project Finance

Cassia aims to raise equity capital, whether on a syndicated/club or stand-alone basis, on competitive terms through offering well-structured opportunities that meet sophisticated equity investors’ demands for attractive risk-adjusted investment returns. Equity may be raised in the form of shares, convertibles or Limited Partnership interests

Direct Investments 

Direct investment, on the other hand, is a more stable contributor to a country’s financial structure. Direct investors do not wish to take actions to undermine the value or sustainability of their investments. Cassia sources and facilitates direct investors for compelling investment opportunities globally. 

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