Financial Institutions
Primary Segments Served
Banks, Specialty Finance Companies, Insurance Companies, Leasing, Real Estate, Consumer Finance
Industry Engagements
For a local bank we identified new investors while balancing the ownership of the founding family with the regulatory need for additional capital
Provided a valuation of the equity of a regional bank for use by the holder of a loan to the bank’s holding company
While advising an Internet based consumer lender, we assisted the founder in restructuring the Company’s balance sheet to accommodate new investment while not disadvantaging existing investors
Transaction Experience
