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Business Process Re-engineering

Credit and Debit Cards

Litigation Support

Managing Channels of Distribution

Market Opportunity Assessment

Mergers and Acquisitions


Payment System

Remote Deposit Capture

Strategy Consulting

System and Operations Planning







  Mergers and Acquisitions

• Helped a major bank holding company enter the market and deliver a broad range of information
  services nationwide. This involved leading a team that profiled the market, developed a business
  plan that included identification of the product hardware and software to be utilized,
  recommended an organizational structure, and negotiated acquisitions.

• Helped the board of a jointly owned service bureau determine the need for divestment, developed
  a divestment strategy, and negotiated with potential buyers.

• Assisted a money center bank develop a divestment strategy for its stock transfer business,
  identified potential buyers, and completed a sale at a price substantially greater than their original
  expectations.

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