In today’s uncertain regulatory environment and increasing portfolio performance challenges, banking and financial services institutions face increased loan portfolio and operational pressures like never before.  Cornerstone Strategic Partners team of experienced banking and financial services professionals can help clients meet these challenges.

Our firm’s extensive financial and operational capabilities along with our deep industry knowledge can help banking and financial services clients address a wide range of portfolio, liquidity, regulatory and management regulatory issues.  The firm’s transactional advisory expertise can help institutional buyers evaluate prospective loan portfolios or financial institution targets by providing up‐front advisory services, product line profitability analysis, asset valuation and due diligence services.  Whatever the banking and financial services challenges you face, Cornerstone Strategic Partners has experience and industry knowledge to help financial institutions address their performance issues and remain competitive.


We can help banking and financial services companies develop better business models to overcome past shortcomings and current challenges. Financial services clients can draw on Cornerstone deep industry experience to help them find innovative ways to optimize processes, reduce back office costs, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes.  Our list of banking and financial services solutions includes:

  • Loan workout services
  • ALLL model validation
  • Loan portfolio analysis
  • Business segment and unit profitability analysis
  • Growth strategy development
  • Branch profitability assessment
  • Organizational effectiveness
  • Operational process improvement
  • Mergers and acquisitions
  • Turnaround and restructuring services
  • Customer profitability analysis
  • Performance improvement
  • Cash Flow optimization
  • Liquidity planning and improvement
  • Preparing for increased regulatory reporting requirements
  • Change management