ADVISORY

Enhance performance and compliance for your bank, according to proven processes.

Enterprise Risk Management

ERM Program Implementation
Enterprise Risk Assessment
Dynamic Risk Dashboards

Regulatory Advisory

Enforcement Compliance
Management & Board Studies
Regulatory Transitioning

Transactions Advisory

Sourcing Transactions / Assessment
Pro Forma Dilution / Accretion
Negotiation / Structuring Assistance

PLANNING

Develop a clear vision, mission and actionable items for your bank.

Strategic Planning

Strategic Options Analysis
Facilitate Planning Retreats
Preparation of Strategic Plan
Critique Existing Plan
Risk Mitigation Strategies

Capital Planning

Regulatory Capital Plan Preparation
Developing Capital Structure & Targets
Review Capital Instruments
Stress Testing

Business Planning

Formal Plan Preparation
Financial Projections
Adverse Planning Scenarios

VALUATION

Perform sophisticated quantifications for bank securities transactions and disclosure.

Stock Valuations for Corporate Transactions

Securities Offering Valuations
Corporate Valuations
Fairness Opinions
Corporate Restructuring Valuations

Fair Valuation Services

Acquisition Fair Value Analyses
Goodwill Impairment
Mortgage Servicing Rights