Interlaken.

Our firm

Seattle-based. Privately owned. Deliberately small.

Interlaken Advisors, LLC, is a privately owned Seattle-based consultancy to private clients and institutions in the financial services industry, incorporated in December of 2018.

2018

Incorporated in Seattle, Washington

Privately owned

No outside ownership, no product to sell

Financial services

Private clients and institutions

How we work

Trusted advisors, not vendors

Independence

We are not a wealth manager, RIA, broker/dealer, or FINRA or SEC member. Our only product is judgment, which keeps our advice free of conflict.

Simplicity

All the great thinkers are great simplifiers. Real progress only happens when everyone in the room understands where we need to go and how to get there.

Ownership

Our consultants know how to build and finish an engagement by combining smarts, experience, structure, and influence — and how to ask the right questions.

Private equity

Helping PE firms evaluate decisions with conviction

Genexa logo

Genexa is our largest holding and most successful private equity venture — a position we built before the product reached market, based on a clear right-to-win and a credible path to scale.

We bring that same buy-side discipline to private equity firms, sponsors, and independent sponsors evaluating acquisitions, platforms, and portfolio add-ons across industries.

  • Market Sizing & Commercial Due Diligence
  • Valuation & Returns Analysis
  • Financial & Business Model Analysis
  • Due Diligence & Risk Assessment
  • Deal Structuring & Transaction Analysis
  • Post-Merger Integration & Value Creation
Discuss a buy-side mandate

Request for proposal

Submit an RFP

Share your company, objectives, and scope. We review every submission directly and respond with a candid point of view — including when we're not the right team for the work.

Work with a team that finishes what it starts.

Get in touch