Advisory Services to Board of Directors & Executive Management
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Mergers & Acquisitions Advisory
- Diligence;
- Pre-Strategy, and
- Post-Execution
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Middle Market & Community Banks Advisory
- Portfolio Special Situations;
- Distressed Assets Repositioning;
- Turnaround / “Workouts”;
- Corporate Finance & Credit Analysis R. M. Training
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Risk Management Advisory
- Enterprise Risk Management (“ERM”);
- Risk Framework Construction;
- Credit Risk Policy and Procedures, and
- Loan Portfolio Review
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Middle Market & Small Business Leveraged & Acquisition Finance Advisory
- Generational Transition;
- Recapitalizations, and
- Indebtedness Restructuring