McAuliffe Financial, LLC provides financial advisory services to the banking sector. The firm’s strategic counsel generally relates to long term planning, corporate transactions, regulatory orders, equity valuations and shareholder relations. As an independent bank consulting firm, we are guided by the needs of our clients rather than the needs and … Continue reading
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.
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 allow the bank to return to attending to normal banking operations.
Members of McAuliffe Financial have been actively involved in over 170 valuation appraisals for thrifts converting from mutual stock form of ownership. Additionally, they have written over 30 fairness opinions for bank combinations. McAuliffe Financial also prepares stock valuations for ESOPs and companies with iliquid stock.
Since 1985, members of McAuliffe Financial have been involved in over 50 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 … Continue reading
Strategic planning results in improved profitability, market flexibility and clear regulator understanding. We help identify strengths and weaknesses and prepare a course of action designed to address corporate objectives with senior management and board members. Business plans can also be designed to address specific market niches, cease and desist orders … Continue reading
