A deep diving into
the success of Advitex
Entrepreneurs and business leaders face barriers that can restrain growth and profit. Understanding and
implementing effective strategies is the key to overcoming obstacles and promoting your business towards success.
Case Studie
- All
- Executive Search
Sort by:
Default
- Default
- Latest
- Oldest
- Title ASC
- Title DESC
Succession Planning: A $40M Independent Financial Advisor’s Journey to Explore All Options
A seasoned advisor with $40M AUM on a National Broker Dealer platform engaged Doherty to evaluate all succession and independence options, ultimately positioning for a potential RIA transition.
Assets Under Management (AUM)
$40 million
Valuation Range
$1.2M–$1.6M (based on 3–4x EBITDA multiple)
Transition Timeline
12–18 months
Projected Post-RIA Net Income
20–30% increase over current payout
AI Transformation in Private Credit Underwriting and Portfolio Management
Our client is undertaking a comprehensive transformation to integrate AI technology into its underwriting and portfolio management workflows, resulting in a clear roadmap for future-state operations and talent optimization.
Target 50%+ decrease
Reduction in Manual Processing Time
Increase in Deal Throughput
Target 20%+ more deals processed per year
Employee Clarity & Engagement
Target 85%+ positive responses on clarity survey
Portfolio Performance Improvement
Target measurable increase in risk-adjusted returns
Accelerating Digital Transformation: from Legacy to Leadership
Our Client partnered with Doherty Search Partners to leap from legacy banking systems to a market-leading digital platform, unlocking exponential growth in fee income and cross-border payments.
Revenue Growth
$34.5M combined annual revenue by Year 5, with a 71% CAGR.
Digital Banking Contribution
58% of fee income from digital banking by Year 5.
Payback Period
24 months to positive ROI, with 4% ROI in Year 2.
Operational Efficiency
24/7 settlement, 10x transaction speed, and 60% cost reduction through AI-powered automation.
CCO Drives Transformation of $5 Billion Commercial Bank
Chief Credit Officer placed to drive credit transformation, enhance risk management, and support technology-enabled growth.
Non-Performing Loan
20% Overall Reduction
Average Loan Origination Turnaround Time
300% Overall Improvement
Automation Rate of Credit Workflows
74%, of 34% at Start
Credit/Risk Team Retention Rate
100%, Using AI to Improve Process
Got a question? Get your answer
We revolutionize industries with dynamic digital solutions, tailored to meet contemporary demands and
drive impactful transformations for businesses of all sectors.
How benefit that We got when choose Basic plan?
Through the collaboration with customers in discussing needs and demand, we’re able to attain mutual understand again customer trust to offer appropriate advice.
Our project will 100% Secure?
Through the collaboration with customers in discussing needs and demand, we’re able to attain mutual understand again customer trust to offer appropriate advice.
NDA Agreement will include?
Through the collaboration with customers in discussing needs and demand, we’re able to attain mutual understand again customer trust to offer appropriate advice.
Can my premium license be used for all devices?
Through the collaboration with customers in discussing needs and demand, we’re able to attain mutual understand again customer trust to offer appropriate advice.
What things that we need provide when choose your service
Through the collaboration with customers in discussing needs and demand, we’re able to attain mutual understand again customer trust to offer appropriate advice.
How long for a standard project?
Through the collaboration with customers in discussing needs and demand, we’re able to attain mutual understand again customer trust to offer appropriate advice.





