Financial Institutions

Financial Institutions look to us to:

  • “Rent a Capital Markets CFO”
  • Optimize value while minimizing risk
  • Manage portfolio company spin-offs
  • Assess capital needs of positively and/or adversely challenged entities
  • Perform operational, financial, risk, management and value assessments
  • Conduct diligence and valuations for M&A, loan portfolios and compliance
  • Remediate and validate data quality
  • Perform pre-workout turnarounds
  • Develop pitch book, investment deck and investment memoranda
  • Create financial and projection modeling
  • Evaluate deals and opportunities
  • Advise on consumer and corporate banking regulatory matters
  • Develop regulatory best practices and advise on de novo investment bank creation
  • Perform deal screening, loan reviews, loan valuations, credit write-ups and portfolio tracking.

Our core sectors include general corporate, real estate, finance companies and Fintech, equipment leasing and capital markets.