Client Services

  • Institutional Capital raising - both debt and equity

  • M&A

  • Bank Sponsorship

  • Financial Services lead generation

Sector Experience

Particular emphasis within specialty finance

  • Unsecured personal consumer lending, under both state and tribal license jurisdictions

  • Credit cards – prime and subprime

  • Prepaid cards

  • Financial services and business software technology

  • Real time, ACH and wallet payments

  • Secured consumer lending - both in mortgage and autos

  • Business to business lending platforms

  • Commercial banking balance sheet and liability management