Commercial Banking Advisory
Accounting business data analytics applied to your banking metrics supported by Generative AI Banking Solutions
Banking
Portfolio Risk Assessments
In depth portfolio review with credit-by-credit evaluation, borrower strengths/weaknesses, potential changes in risk ratings and credit specific recommendations.
Banking Growth Advisory
We will work with management to assess your lending and relationship management platforms and build game plans for profitable growth and diversification.
Loan Sales & Syndications
Strategy and implementation of loan sales and syndication practices, policies, procedures and documentation customized to mitigate risk, elevate agent bank recognition and maximize fee income. Our firm is available to advise on individual agented loan sales and syndication opportunities.
Credit Advisory
New credits, restructuring or refinancing existing debt; recommendations on borrower, documentation and credit structuring.
Loan Workout and Default Support
Partial support or full outsourcing of problem loans.
Strategic Planning
We work with management to proactively develop a strategic plan for your portfolio which fully addresses safety and soundness regulatory concerns. This includes troubled loan remediation, restructuring and regular internal portfolio reviews.
Investor Diligence
Portfolio and business review in support of an investor or potential acquirer.
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Corporate Finance
Capital Structure Advisory
Optimizing capital structures and alternatives including refinancing, mergers and acquisition, share repurchase and leveraged buyouts.
Capital Raising
We work with borrowers on sourcing bank facilities, debt and equity for working capital, capital expenditures and acquisition. We assist Borrowers in the sourcing, structuring, pricing and negotiation of financings.
Debt Restructuring
Advisory and execution to provide Borrowers with alternatives to ensure liquidity, covenant relief, amendment and extensions.