Products and Services

 
General Diligence
 
Business Plan Preparation / Analysis
Projections Preparation / Analysis
Financial Documentation Review
Insurance Coverage / Doc Review
 
 
Roles
 
Middle Market - Interim CEO, CFO
Banks - Interim CEO, CCO, CLO
 Board Positions - Unique Financial Experience
Board Advisor - Complex Matters
Chief Restructuring Officer - Turnarounds
Interim Chief Risk Officer
Expert Witness
 
 
Training
 
Bank credit policy training
Bank Boards - condensed, efficient credit training program
Accounts Receivable / Accounts Payable risk management
 
 
Strategic Alliances
 
Engineering - coal, oil & gas expertise
Accounting - energy, tax specialists
Investment banks - energy specialists
Banks - specializing in energy, metals, commercial real estate
Insurance / Bonding
Asset Based Lenders
 
 
NICHE SPECIALITIES:
 
Energy – Coal, Oil & Gas full range of financial consulting services
Banks – Commercial lending, credit policies & procedures, OCC matters, Interim CEO, CFO, CLO and CCO roles
Commercial Real Estate – full range of financial consulting services
Bankruptcy – Chief Restructuring Officer, Debtor Advisor, Secured/Unsecured Creditor Advisor
 
OTHER PRODUCTS AND SERVICES:
 
Management:
Interim CEO, CFO, CLO and CCO
 
Advisory:
Arrange Private Equity, Mezzanine Debt M & A Due Diligence Expert Witness
 
Diligence:
Business Plan Preparation/ Analysis; Projections Preparation / Analysis; Credit Analysis; Financial Documentation Review; Insurance Coverage Review Asset Valuation
 
Review Monitoring:
Financial Products (Loans)/ Competitive Analysis; Quarterly / Annual Credit Analysis; Risk Management Advisory Services
 
Turnarounds:
Crisis Management / Workouts; Interim CRO, CEO; Collateral Valuations; Refinancing and new capital via affiliate DDS