THROUGH CONSULTING WE PROVIDE SERVICES THAT ADD REAL MEASURABLE VALUE
VALUE ENHANCEMENT
Value Enhancement
Value Book
STRATEGIC PLANNING
Strategic Planning
Strategic Plan
Board Retreat
Capital Plan
Conversion Plan
Plan Updates
ASSET LIABILITY MANAGEMENT
ALM
Dynamic ALM
ALM Review
BALANCE SHEET MANAGEMENT
Deposit Stability Study
Loan Stress Testing
Financial Modeling
CORPORATE GOVERNANCE
Corporate Governance Consulting
TALENT MANAGEMENT
Board Succession
Management Succession
MARKET FEASIBILITY
Market Feasibility
Branch Profitability
Customer Segmentation
ASSET QUALITY ANALYTICS
Asset Quality Analytics
DENOVO BANK CONSULTATION
Denovo
Denovo - Business Plans
Denovo - Trust
Denovo - Determination of a Denovo or Change of Control
VALUATION
Valuation - Other
Conversion Appraisal
Valuation - CDI
Valuation - 805 MTM
Exit Pricing
We specialize in delivering comprehensive consulting services tailored to the financial industry. With decades of experience and a client-first approach, our team provides strategic insights and actionable solutions that empower institutions to thrive in a dynamic marketplace.
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NICHOLAS GRAHAM
SPENCER DEFEO