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WHO WE SERVE

Is Concertiv Right for You?

We excel in partnering with asset management firms and
professional services to maximize efficiencies and streamline operations

Insights-Driven, Expert-Guided Solutions

Concertiv partners with various asset management firms and professional services companies to optimize their vendor management and procurement strategies. Whether it’s data & technology, travel, or insurance, we help firms unlock efficiencies, secure the best pricing and terms, and focus on delivering value to their clients

Private Equity

Procurement strategies for investment firms and their portfolio companies, optimizing operations across LBO, growth, credit, and more

Investment Banking

Procurement programs designed for boutique and middle-market banks to manage evolving vendor landscapes

Hedge Funds

Streamlined vendor management for lean teams, maximizing ROI on data, technology, and exchange feeds

Consulting Firms

Support for consulting teams through efficient management of key vendor relationships

Law Firms

Operational efficiency for legal teams with managed relationships across travel, insurance, and technology

PORTCOS

Extend procurement expertise to portfolio companies, delivering cost-effective solutions and operational support

We manage the complexities of procurement so you can focus on what matters most—growing your business

By leveraging Concertiv360, our team ensures critical renewal dates are never missed, opportunities for renegotiation are always identified, and peer benchmarking data is integrated to inform smarter decisions. The platform's advanced analytics and reporting empower us to spot trends, optimize vendor portfolios, and provide you with unparalleled industry insights.