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Strategic Planning & Advisory Services Restructuring Merchant Banking Business Affiliates  

 

Strategic Planning & Advisory Services

Including Management, Legislative, Regulatory and Financial Counseling & Investment Banking

Promontory professionals understand what it means to meet a corporate budget and improve bottom-line results. We provide strategic guidance and practical advice. We help our clients evaluate their risk exposure and improve their risk-management practices. We also review risk-control procedures, examine portfolios, and evaluate loan loss reserve methodologies. For mergers and acquisitions, we perform valuation services, conduct due diligence reviews and assist in capital planning.

Members of our team have worked towards global & national macro-economic and interest-rate policy development. Our advisory services use the best available economic forecasts. In addition, our collective experience brings a comprehensive understanding of the legislative, regulatory and judicial mechanisms that shape the financial services industry. As former senior federal government officials, including bank regulators, members of our team help construct proposals that meet the rigorous guidelines of legislators, regulators and/or supervisors. In addition we address regulatory difficulties, whether they involve capital regulations or compliance issues, such as fair lending, the Community Reinvestment Act, and anti-money laundering and the Bank Secrecy Act. Our strategic advice is informed by a unique understanding of current developments and expectations in law, regulation and industry, which allows our clients to take early advantage of such developments. Our executives have a vast network across the United States, as well as in Japan and Europe, helping us deliver exceptional value in all of our businesses.