Managing Business Change +
Project Solutions

Many of our clients find themselves in a similar situation when faced with change -- either uncertain where to begin or hesitant to proceed because of how change has disrupted business in the past. In either case, The Financial Services Consulting Group (TFSCG) has a proven track record in leading projects that help clients adapt and manage their business transition through what would ordinarily be a disruptive event.

  • Mergers, Acquisitions and Divestitures

  • International Expansion

  • New Product Launch

  • Business Process Reengineering

  • New Business Growth

  • Structured Finance Solutions

  • Community Lending and Investment


Representative Engagements

  • Executing a number of successful M&A transactions across a range of industries both domestically and internationally, including leading strategy development, target sourcing, due diligence, integration planning, and overseeing post-acquisition integrations.

  • Leading international expansion efforts in to new markets throughout Europe, North America, the Middle East and Asia.

  • Managing the regulatory approval and launch of banks as well as de novo business and product launches for various financial services firms.

  • Developing robust methodologies for coordinating the corporate matters in to the business change management process, including: legal, regulatory, finance and treasury, internal policy, and compliance.

  • Addressing core business challenges associated with strategic business growth, including: marketing, sales, product management, customer support and operational matters.

  • Overseeing the rollout of products to new markets, including establishing the appropriate infrastructure and regulatory matters required to support the expansion.

  • Leading various corporate-wide and division-level organizational alignment and business reengineering efforts.

  • Leading business modeling and organizational change management efforts establishing future-state operational frameworks,

  • Facilitating and driving strategic planning, building strategic scorecards, and linking and aligning operational plans with strategy,

  • Leading various industry-wide efforts including developing a consortium of financial institutions and the establishment of a non-profit intermediary focused on stabilizing our nation's at-risk neighborhoods.

  • Developing structured finance solutions to support access to capital for alternative asset classes, and impact investing efforts.

  • Supporting numerous non-profit and public efforts in community lending and investment, and organizational efforts around corporate social responsibility.