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About

About

Collateral Partners is a specialized advisory firm focused on delivering investor and sales collateral for sophisticated financial organizations. We transform complex investment strategies into compelling stakeholder communications that win capital allocations and drive business development success.

Collateral Partners is a specialized advisory firm focused on delivering investor and sales collateral for sophisticated financial organizations.


We transform complex investment strategies into compelling stakeholder communications that win capital allocations and drive business development success.

Why Clients Choose Collateral Partners

Why Clients Choose Collateral Partners

Why Clients Choose Collateral Partners

As institutional communication standards continue to rise, financial services teams find themselves stretched between core business priorities and the specialized expertise required for sophisticated stakeholder materials.

As institutional communication standards continue to rise, financial services teams find themselves stretched between core business priorities and the specialized expertise required for sophisticated stakeholder materials.

Financial Services Specialization

Financial Services

Specialization

Exclusive focus on financial services ensures deep understanding of your industry and stakeholder expectations.

Expert

Team

Industry veterans with experience at leading financial institutions, consulting firms, and design agencies.

Proprietary

Research Access

Premium database access and market insights that exceed typical research budgets, delivering intelligence that drives strategic decisions.

Partnership

Approach

Partnering with your team to enable leaner operations through dedicated collateral capacity and comprehensive ongoing strategic support.

Trusted By Top Companies

Trusted By Top Companies

Trusted By Top Companies

$10B+

$10B+

$10B+

Capital represented in our projects

Capital represented

in our projects

300+

300+

300+

Engagements

Individual Client

Engagements

1,000+

1,000+

1,000+

Individual Materials Created

Collateral Items

Created

Testimonials

Testimonials

Testimonials

Collateral Partners' research capabilities set them apart—they aggregated bespoke market data and industry intelligence that perfectly supported our investment thesis. Their ability to synthesize complex real estate fundamentals into a compelling fundraising narrative was instrumental in our capital raising success.

Fort Capital

Fort Capital

Fort Capital

Chris Powers

Instead of hiring expensive associates, Collateral Partners became our scalable capacity solution. They seamlessly jump between industries—from healthcare to manufacturing—creating pitch materials, capability presentations, and client deliverables. We've essentially white-labeled their expertise to scale without linear headcount growth.

Keel Advisory Partners

Keel Advisory Partners

Keel Advisory Partners

Dan Picmann

Collateral Partners delivered comprehensive business launch support in record time—complete branding, professional website, and institutional-grade service collateral. Their strategic approach transformed our concept into a market-ready consultancy within one month. We've leveraged their expertise to establish credibility and compete.

Foss Partners

Foss Partners

Foss Partners

Chris Biesanz

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Sophisticated Collateral Starts With Us

Sophisticated Collateral Starts With Us

Sophisticated Collateral Starts With Us