Community Bank Consulting

 

Loomis & Co.'s experience in strategic planning and regulatory compliance, along with our commercial banking background enables us to accurately analyze a line of business profitability for our client, their competitive advantages, where they should be positioned to remain competitive in the future and the essential steps to reach their goals. Our ability to provide reliable, long-term recommendations and to help guide Boards through their strategic alternatives are contributing factors to the success of the strategic plans, management and board evaluations we develop each year.

 

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Merger & Acquisition Advisory

 

Since 1999, Loomis & Co. and its subsidiary, Northeast Capital have consistently been ranked among the top three financial advisors in New York and New England in terms of community bank mergers and acquisitions. In addition, Northeast Capital personnel also have significant experience in branch purchases and sales as well as considerable experience with RTC and FDIC-assisted transactions across the nation.

 

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Fair Value Analyses

 

Loomis & Co. has developed a significant fair value assessment and goodwill and other intangibles impairment testing practice. We have always included these services when hired as the investment bank responsible for the merger and acquisition transaction. From that base, we are currently being recommended by banks and CPA firms.

 

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Capital Financing

 

Loomis & Co.'s wholly-owned subsidiary, Northeast Capital is a registered broker/dealer and a member of FINRA and SIPC. Our personnel have been involved in capital financings aggregating over $500 million, with special expertise in small to mid-size offerings and placements.

 

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Custom Tailored Projects & Research

 

Loomis & Co. provides a full range of custom tailored projects and research for our clients, such as providing company valuations, developing employee stock ownership plans and assisting clients in the process of going private.

 

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