Resources

FinQuest Partners LLC develops leading-edge intellectual property to provide our clients with practical, state-of-the-art thinking on a wide range of business and finance issues. A sample of these resources is provided below.

Customer Strategy – Conversation Starters

• Effective Implementation of Cross-border Mergers and Acquisitions.

  This Executive Report explores the recent trends and driving forces behind cross-border M&A; the stages in a cross-border acquisition and how both finance and strategy are integrally connected; the obstacles in consummating a cross-border acquisition; how pre-acquisition and post-acquisition management is directly related to the creation of value; and the legal and institutional issues and how they apply to cross-border M&A. (Click for More Info)

• Private Company Valuation – Valuing Closely Held Companies.

  There are a number of important differences between public and private companies that are critical to the valuation process. These differences may result in private companies that have very different costs of capital, valuation multiples and credit ratings than their public company counterparts. This article discusses these differences including company size, business and financial risks, valuation assumptions and credit rating practices. (Click for PDF)

• Recognizing Banking Opportunities in Acquisition-Driven Companies.

  This article explores the trends and banking opportunities for customers which are pursuing an aggressive growth plan driven primarily by horizontal acquisitions – i.e., those clients pursuing an industry consolidation strategy. What are the characteristics of industry sectors that are appropriate for the consolidation strategy? What are typical financing structures for the acquisition and consolidation of target companies? What is the “life cycle” of a consolidation and the bank’s role at each stage? (Click for PDF)

Bank Strategy – Due Diligence Discussion Document

• Strategy Roadmap for the Wholesale Bank.

  The global financial system has experienced fundamental changes over the last several years. These changes represent opportunities – and risks – that will shape the banking markets for decades. In order to benefit from these changes and to mitigate the risks, senior bank managers will need to consider a chain of events that will ultimately impact the successful implementation of the bank’s strategy. This article provides a step-by-step discussion template which is intended to assist in the development of a concrete action plan for bank strategy implementation. (Click for PDF)

Professional Development

• Critical Competencies of Front Line Bankers.

  To capitalize on the multiple opportunities created by the financial crisis, banks will need to be served by an insightful, objective and trusted staff of professionals – in short, highly competent front line bankers. But how do we define a competent banker? What are the key ingredients for peak performance of front line bankers? This article describes in detail the three most critical competencies required for bankers to be successful in the new financial order. (Click for PDF)

• Entry Level Associate and Analyst Development.

  This paper discusses many of the challenges and best practices in entry level training including: a) retaining new hires; b) pressure to reduce the lengths of programs; c) growing class sizes; d) tighter training budgets; e) the need for relevant and practical content; f) customized versus generic programs; g) the need for proper assessments; h) instructor issues; and i) the integration of alternative training approaches. (Click for More Info)

  
  

Optimal Relationship Building Series (Coming Soon)

• Part One: A Relationship-Focused Approach to Customer Development
• Part Two: Developing the Mindset of a Strategic Relationship Banker
• Part Three: Understanding Customers Business Problems – Going Beyond Corporate Finance
• Part Four: Banking Products as Solutions to Customer's Business Problems
• Part Five: Strategic Relationship Sales Practices – The Process
• Part Six: Strategic Relationship Sales Practices – The Tactics
• Part Seven: A Needs-Based Segmentation Approach for Corporate Banking