WHAT WE DO

Advisory Services to Board of Directors & Executive Management

• Mergers & Acquisitions Advisory 

  • Diligence;
  • Pre-Strategy,  and
  • Post-Execution

• Middle Market & Community Banks Advisory

  • Portfolio Special Situations;
  • Distressed Assets Repositioning;
  • Turnaround / “Workouts”;
  • Corporate Finance & Credit Analysis R. M. Training

•  Risk Management Advisory 

  • Enterprise Risk Management (“ERM”);
  • Risk Framework Construction;
  • Credit Risk Policy and Procedures, and
  • Loan Portfolio Review

• Middle Market & Small Business Leveraged & Acquisition Finance Advisory

  • Generational Transition;
  • Recapitalizations, and
  • Indebtedness Restructuring