RP® Financial is highly recognized in providing strategic and capital planning services for banking and other financial services companies. Such planning services includes strategies for banking and other financial services companies to raise and/or leverage capital, merger transactions, charter changes and to address regulatory matters.
Strategic Planning Services
Key elements of our strategic planning services include:
Conduct Situation Analyses - we assess the internal and external factors that currently or may impact operations, competition and financial performance;
Establish Goals and Objectives - we assist management and Boards of Directors in developing a corporate mission statement and establish financial, operational and competitive goals and objectives;
Evaluate Strategic Alternatives - we quantify the impact of alternative strategies to ensure that such alternatives are feasible and congruent with other goals and objectives;
Preparation of Written Plan - we prepare the written plan and accompanying financial projections highlighting the established goals and objectives; and
Implementation - we work closely with management to implement key strategies, particularly if such strategies involve capital markets transactions, valuation, or merger related transactions.
Capital Planning Strategies
We assist companies in developing an overall capital plan with the objective of enhancing shareholder returns, which may involve strategies to leverage existing equity or develop an appropriate capital structure. We evaluate alternative capital structures and capital instruments in developing capital plans. RP® Financial also maintains a keen understanding of the primary capital raising strategies available to facilitate and maintain independence and provide returns required by shareholders. RP® Financial facilitates the capital raising process through identifying and introducing the appropriate parties in the capital raising process, ranging from venture capitalists to investment bankers.
Integration of Capital Planning With Strategic Planning
RP® Financial’s strategic planning services are designed to assist clients in managing the process of change and thereby enhance shareholders returns and maintain the viability and efficiency of operations. In setting equity capital objectives, we are sensitive to the individual companies’ human and financial resources, physical facilities and market characteristics.
