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I am ready to place a sizable portfolio with a single, full-service investment house in the United States—one capable of consolidating wealth management, retirement planning, and tax optimization under one roof while comfortably handling large balances and complex banking needs. At its core I’m after straightforward, basic portfolio management that can still execute across growth, value, and income-focused strategies without forcing me to juggle multiple providers. In other words, I want the breadth of an institutional-grade shop delivered with the simplicity of a unified relationship. Your task is to help me identify (and, if possible, facilitate an introduction to) the most suitable U.S. firm(s) that meet these criteria. I will need: • A short-list of candidate firms ...

I need a robust leveraged-buyout model built from scratch that I can drop straight into my private-equity and investment-banking workflows. The file must run end-to-end: operating forecast, debt schedules, cash waterfalls, sensitivity tables, and an investor-level returns summary. I tend to layer this model onto CIM data, so speed and flexibility of the template matter more than heavy formatting. If you have closed-deal or pitch-book experience with LBO modelling, show me that background in your bid—real transactions, live mandates, or fund-side work all resonate more than generic coursework. No lengthy proposal decks are necessary; I’m only weighing the depth of your experience and any quick screens or snapshots that prove it. Deliverables • Clean, unlocked Excel fil...