RECENT PROJECTS
Regional Thrift Impairment Analysis
Project: Analyze $1 billion in CRE and $2.5 billion in residential loans.
Client: $3.5 billion Regional Bank; $10 billion private equity firm
Purpose: The regional bank was looking to complete a capital raise and needed our analysis of their current impairments to make their equity investors comfortable on their losses.
Status: Capital raise was successful
Regional Bank Impairment Analysis
Project: Analyze $1billion in commercial real estate loans held by a regional bank.
Client: $3 billion regional bank and a $5 billion private equity firm
Purpose: The bank was looking to raise equity and needed our analysis of their current impairments to complete their capital raise.
Municipal Bond Analysis
Project: Analyze $4.3 billion in municipal bonds.
Client: Top 10 investment firm
Purpose: To provide a handbook of all community development districts in florida and analyze their viability.
Status: Client has retained us to update our analysis on a quarterly basis
Regional Bank Analysis
Project: Analyze $1 billion portfolio of a $20 billion regional bank’s commercial mortgages using only public resources.
Client: $6 billion investment firm
Purpose: The client was looking to take a position in a public bank’s stock and wanted to know the value of their commercial real estate portfolio.
Status: We have performed numerous follow up projects for the client.
FDIC Structured Sales Advisory
Project: Research and analyze the FDIC’s offering through KBW.
Client: $2 billion southeastern investment firm
Purpose: To evaluate the eastern loan portfolio sold via the structured sales program, assist the client with the bid process, and project management.
Loan Analysis Using Only Public Sources
Project: Analyze $1 billion dollars of a regional bank’s CRE loans using only public sources including clerk of courts, property appraiser, site visits, tax collector, etc.
Client: $5 billion hedge fund
Purpose: Client was looking at a specific bank stock and needed analysis of their loan portfolio strictly from publicly available resources.
Status: Completed numerous follow up projects for client.
NEWS
American Banker-MountainSeed Advisors
Problem-Assets Sales Heat Up as Capital Swells, Stigma Wanes For banks looking to sell nonperforming assets, pricing realitie...more >
First Mariner Bank to Raise $160M
First Mariner Bancorp CEO and chairman Edwin F. Hale Sr. will step down as part of a New York investment company&rsquo...more >
MountainSeed Advisors (NYSE:CPF)
MountainSeed Advisors Instrumental in Central Pacific Financial (NYSE:CPF) Deal Nov. 4th 2010 HONOLULU—Central Pacific ...more >
