Strategic Advisory & Performance Improvement
Merger, Acquisition & Divestiture Services
Transformation & Integration,
IT Strategy & Solutions
JUST AS IMPORTANT AS WHAT WE DO IS HOW WE DO IT.
Our methodology has been proven time and again, from local community banks to multi-million and even billion dollar mergers. While our methodology is consistent, we have the expertise and experience to tailor our approach to your specific needs.
“Their broad array of subject matter expertise, when combined with their disciplined process management approach produces results! Insightful, thorough, responsive and deeply experienced”Bank CEO
Strategic Partner for
Approved Vendor By
Managing Director and Founder
Stephen has more than 25 years of experience in the financial services industry, having served in executive roles in strategic planning, M&A, international regulatory relations, risk and operations management, international banking, project management, and finance. As Managing Director, Stephen has successfully guided banks through acquisitions and divestitures, receivership acquisitions, IT transformations, operational and risk restructurings and regulatory examinations.