Financial Institutions look to us to:
- “Rent a Capital Markets CFO”
- Optimize value while minimizing risk
- Manage spin-offs of portfolio companies
- 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.