We help you feel confident in your business practices and execution. At Everett Advisors we have extensive proven experience in strategic planning, human capital growth, risk assessments, regulatory compliance, operational effectiveness, upgrading information technology, and implementing digital strategies.
Everett’s interdisciplinary approach provides clients access to the following capabilities:
Strategic & Transformative Advisory Services
- Strategic Planning
- Enterprise & Operational Risk Management
- Compensation Strategies
- Digital Banking Strategies
- Vendor and Outsourcing Strategies
- Interest Rate and Liquidity Risk Management
- Credit Risk – Workouts, Pre-Examination Prep
- Pre-IPO and Pre-M&A business, operational, and governance enhancements
- Board and Investor Presentations
Merger, Acquisition & Divestiture Services
- Advisory Services
- Due Diligence
- Support for Capital Raising, Liquidity Enhancements, Funding Strategies, Asset Sales & Divestitures
- Acquisition, Divestiture, Recapitalization and Sell-Side Strategies
- 363 Bankruptcy - Acquisition and Recapitalization
- Legal Day 1/Closing Weekend Support
- Enterprise Transition & Post-Merger Integration /Divestiture Support
Regulatory Support Services
- Governance Improvements, including Board Structure, Charters, Bank Policies and Procedures
- Assistance with resolution of MRAs, MOUs, C&D and Consent Orders
- Evaluation and Remediation of BSA/AML, CRA, Fair Lending Compliance Weaknesses
- New Charters / Bank Formation / Regulatory Applications / Acquisition Business Plans / Branch Governance & Compliance
- Monitoring Regulatory Developments
Integration, Operations, Stability, and Execution Services
- Enterprise & Operational Risk Management
- Compensation Strategies
- Digital Banking Strategies
- Vendor and Outsourcing Strategies
- Interest Rate and Liquidity Risk Management
- Credit Risk – Workouts, Pre-Examination Prep
- Pre-IPO and Pre-M&A business, operational, and governance enhancements
- Board and Investor Presentations
Project Management Services
- Strategic Planning, Merger, Acquisition & Capital Raising
- Diligence Reviews
- Regulatory Support
- Asset & Liability Management
- Technology & Operations Strategy and Implementation
- Enterprise Transformation, Integration & Conversion
- Enterprise Risk Management
- Management Diagnostics
Human Resources Services
- Human Capital Assessment, Compliance & Strategy
- Employee Relations: Retained or Project- Based
- Ethics Program
- Organizational Development
- Independent Advisor for Board of Directors
- Training
- Executive Recruiting
- Independent Investigations and HR Support