We help organizations create, structure, and optimize financial services partnership programs. Learn more »

We help organizations create, structure, and

optimize financial services partnership programs.

Learn more »

Latest Press

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Core Values

Your strategy drives the deal, not the other way around.

The final program design, deal, and implementation must serve your broader end-customer business goals, not the other way around. Too often a partnership program serves its own ends, and not the broader strategic vision. If you program feels like it isn't working hard enough for your broader goals, this is a sign it has taken on a life of its own.

“Partner Advisors did an extraordinary job helping Caesars find the right partner and deal structure for the new Total Rewards co-brand credit card. Their insight, professionalism and dedication to our strategic objectives have surpassed my already-high expectations. I would be happy to speak with anyone considering Partner Advisors.”
 
- Joshua Kanter, Caesars Entertainment

 

“Partner Advisors (PA) proved to be a valuable partner for REI as we sought to understand the value of our co-brand portfolio. It was really important for us to gain a market perspective of the co-brand landscape and how the REI portfolio benchmarked within that space. The PA team demonstrated a broad knowledge base of the payments industry and their approach was unique because they were very involved but they maintained their objectivity so that decisions were grounded in analytics and made without emotion. PA demonstrated competency in every area of the valuation process from financial modeling and legal compliance to portfolio management and strategic planning.”
 
- Alisa Jackson, REI

How We Create Value

We like to begin as early as possible in the development process to ensure the end result delivers on the strategy. Your overall goals should drive the program - not the other way around.

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Services Principles Providers

Cobrand Card Programs

Auto and Home Insurance

Investment & Wealth Management

Learn More about our Product focus areas »

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