Advisory Services

The Carillon team has the experience necessary to guide your business through these turbulent times. Our Advisory Services offering is broad and reflects the expertise and resources of our team members.

Corporate Initiatives

·        Strategic planning and capital deployment 

·        New business or product line development, structuring and execution

·        M&A support including due diligence analysis and presentation 

·        Operational reviews and risk assessments

·        Joint venture opportunities

·        Technology based product delivery

·        Valuations

·        Interim management

·        Product distribution ( private sector and government client)

Lending & Specialty Finance Specifics

·         Origination channel development  including direct and wholesale

·         Operational infrastructure including underwriting, technology, process and procedures

·         Product development, specializing in many forms of consumer and mortgage lending

·         Loan valuations including consumer, mortgage, and commercial

·         Securitization and secondary market

·         Distressed debt, primarily commercial and residential

·         Identifying buyers of potential loan assets and sourcing assets for qualified buyers

·         Loan workout and management strategies including allowance for loan loss analysis

·         Construction loan management on a project specific basis

·         Loan risk management

·         Captive Finance opportunities

Depository Institutions & Capital Markets

·         Balance sheet growth strategies

·         Fixed income trading

·         Valuation and analytical support for RMBS, CMBS, CDO's & ABS 

·         Disposition & Trading strategies for loans and securities

·         Interest rate risk and liability management

·         Funding strategies

·         Revenue enhancement strategies primarily on the liability side

·         Financial Accounting

·         Operations & Regulatory