Financial Strategies Group

 

Contacts

Scott Hildenbrand
Head of Fixed Income
Financial Strategies
212 466-7865
Email

The financial strategies group provides a holistic approach to balance sheet management, focused on building core franchise value for financial institutions.

Holistic approach to balance sheet management

  • Address each situation individually, using our comprehensive modeling capabilities of assets, liabilities, and interest rate derivatives to advise on the appropriate plan

Advisory culture

  • Clients gain the collective insight and experience of 30+ years of analyzing bank balance sheets

Our approach is our biggest strength

  • No bank is "one size fits all" – custom solutions to help clients build franchise value
  • Assessment of options within the context of overall balance sheet and strategic direction of the institution – focusing on earnings, interest rate risk, liquidity and capital

Expertise

  • Deep understanding of full array of balance sheet management and risk mitigation strategies available
  • Asset/liability modeling and budget planning
  • Interpreting pending regulatory changes
  • Strategic opportunities in mergers, acquisitions, and capital raises

Collaboration with management

  • Open dialogue – leverage institutional strengths and minimize risks, determining which balance sheet efficiencies, if any, can be improved
  • Annual strategic planning summits and quarterly balance sheet reviews, as well as ALCO and Board education

Exposure to industry

  • National exposure to a broad array of institutions in competitive environment: Deep insight into industry trends and emerging topics
  • 20+ industry conferences and regional banking associations and forums over the past year
  • Published in trade journals and magazines