Advisory Services

Our advisory services primarily focus on high level strategic initiatives designed to solve a particular corporate problem or take advantage of a business opportunity. We are typically retained to execute a defined strategy with clear results. We generally do not act as simple consultants without some form of operational responsibility. A sample of our advisory services is below:

 

  • Strategic Advice & Planning

  • New Business Development

  • Due Diligence Analysis & Presentation

  • Fairness Opinions

  • Operational Reviews and Risk Assessments

  • Joint Venture Opportunities

  • Technology Based Product Distribution

  • Valuations

  • Interim Management

  • Product Distribution

  • Channel Development

  • Growth Strategies

  • Revenue Enhancement

  • Funding Strategies

Representative Clients

Suntrust has been a consistent Carillon Capital client since our inception. We have successfully worked on a number of initiatives for the bank and are currently involved in our third project since 2010.

Equity Lifestyle Propertiesis one of the largest Real Estate Investment Trusts in the United States focused on the acquisition and management of mobile home park developments and management. Carillon Capital was engaged to assist in developing alternative funding strategies for subsidiary lines of business as well as new revenue sources. ELS has a market capitalization of $3.4 billion as of March 2014.

In our role with Bank of Scotland, we lead and in depth business and credit review on a $500 million credit exposure related to a real estate finance company that the bank had extended credit. The analysis was a culmination of a six month process of detailed evaluation and analysis that resulted in a termination of the facility.