Private Capital Markets Consulting

Private capital-market and marketplace initiatives sit at the intersection of business strategy, technology, regulation, market structure and participant needs. ITB provides management consulting to organizations evaluating or developing marketplace and private-capital-market initiatives in Canada.

Marketplace Strategy & Positioning

ITB can help define the marketplace objective, target participants, commercial model, competitive position and the operating requirements needed to support the strategy. See our broader marketplace strategy consulting services.

Platform Requirements & Vendor Coordination

Where technology is part of the initiative, ITB can help management define business and functional requirements and coordinate appropriate technology vendors or specialists. ITB is not positioned as the software developer or systems integrator.

Market Policies & Structure

A marketplace needs policies, operating processes and controls that align with its business model and the applicable legal and regulatory framework. ITB can assist management in defining requirements and coordinating the appropriate legal, compliance and market-structure expertise.

Stakeholder Development

Successful marketplace initiatives depend on the participation of the right companies, investors, advisers, service providers and other stakeholders. ITB can help identify stakeholder groups, define the value proposition and support relationship development.

Regulatory Coordination

Where regulatory or exchange requirements are relevant, ITB can help management organize the workstream and coordinate with qualified legal and regulatory specialists. See ITB’s capital markets advisory services.