As an independent bank consulting firm, our clients benefit from the following consulting services.


strategic-planning Strategic Planning
Strategic planning results in improved profitability, market flexibility and clear regulator understanding. Our staff has assisted in the development over 100 strategic business plans for banks and has participated in planning retreats with senior management and board members. Business plans can be designed to address specific market niches, cease and desist orders or other regulatory actions, branch profitability, capital planning needs, cash flow needs, exit strategies and shareholder returns.
mergers-aquisitions-feature-image Mergers & Acquisitions
Since 1985, members of McAuliffe Financial have been involved in over 45 bank merger and acquisition transactions. Their involvement has included structuring financial terms of the transaction, financial forecasting, mark-to-market analyses, marketing financial institutions for sale, finding appropriate suitors and negotiating deal pricing. Clients have benefited through superior pricing and deal terms.
stock-valuations Stock Valuations and Fairness Opinions
Members of McAuliffe Financial have been actively involved in over 170 valuation appraisals for thrifts converting from mutual to stock form of ownership. Additionally, they have written over 30 fairness opinions for bank combinations. McAuliffe Financial prepares stock valuations for ESOPs and companies with illiquid stock, core deposit valuations and goodwill impairment analyses.
iStock_000000209603XSmall Business , Capital and Profit Improvement Plans
Members of McAuliffe Financial have assisted in the preparation of business , capital and profit improvement plans submitted as part of bank regulatory orders.  Our plans address regulatory sensitivities and minimize regulatory correspondence.  Our efforts associated with regulator orders allow the Bank to promptly address regulatory concerns and allow management to expeditiously return to attending to normal banking operations.
iStock_000001623440XSmall Investor Relations
Corporate messaging is critical to the company’s market perception which, in turn, affects market pricing. We work with clients to develop a proper message, prepare and present to investors and address shareholder activism.  Additionally, we assist with identifying and attracting the ideal investor  enabling the bank to better manage expectations and maintain smooth corporate governance.

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