Capital Investors

OPCO works with institutional investors in the public and private markets in two ways. We serve as advisors to address internal operational and technology challenges for both categories of investors. Additionally, we leverage our operating experience and Capital Markets domain expertise to assist portfolio companies or capitalize on thematic/transformational investment opportunities.

What We Do

Due diligence + market analysis

The OPCO team provides due diligence services to private equity and venture capital firms to evaluate investment opportunities.

Operating partner support

OPCO serves as an operating partner to address specific needs from strategy to product and technology.

Catalyzing investment opportunities

We partner with investors to capitalize on thematic investment opportunities and transform underperforming businesses in the Capital Markets segment.

Technology upgrades + optimization

OPCO, through its affiliate OPCO.AI, helps both public and private market investors modernize their operations, technology and process stack to deliver an ideal target operating model.
Explore more at OPCO.AI.

OPCO Proprietary Database

OPCO has developed a proprietary Capital Markets Database, which it uses to evaluate specific companies and track sector development.

  • Database consists of 1,500+ Capital Markets focused Fintech companies
  • Worldwide regional focus
  • Classified using OPCO's proprietary methodology, including thematic filters
  • Organized into tiers, ranging from basic to contextual information
  • Information sourced from online resources, AI-enabled search tools, and vetted by OPCO subject matter experts
  • Designed to deliver actionable intelligence for various outcomes, including investment, M&A, market assessment, and competitive positioning

OPCO leverages its database along with deeper, contextual insights to assist its clients with the following:

  • Evaluating market entry through sector evaluation/landscape scan
  • Company specific fact sheets and market positioning
  • Identifying growth or product extension opportunities
  • Evaluating thematic or consolidation opportunities

Credentials +
Experience

  • A PE firm hired OPCO to advise its portfolio company on revenue growth, inorganic strategies and new market positioning.  OPCO identified a dozen banks and led conversations to help build a consortium-like play, while still engaging with the company on inorganic initiatives.
  • OPCO was hired to complete product and technical due diligence on two Fintech acquisitions.  OPCO led the due diligence process and prepared a detailed report providing analysis that was instrumental in selecting one candidate over another.
  • OPCO provided due diligence services to a PE firm considering the acquisition of a securities lending business and advised deal partners on potential growth opportunities.
  • Advised a $20bn+ asset manager on the upgrade and optimization of its front and middle office technology stack as well as the automation of its trade processing workflows.
  • OPCO was hired to help a hedge fund carve-out and monetize its proprietary fixed income trading interface. OPCO identified two channel partners and one buyer leading to a term sheet.
    *deal ultimately not consummated

Get In Touch

info@opcollc.com