Bankers Edge Advisory

Customized Capabilities | Our Services

We provide tailored debt capital market advisory services designed to maximize opportunities and align with your business objectives. As your trusted partner, our experienced professionals seamlessly integrate into your team, delivering end-to-end support to ensure a smooth and effective process.

Services

Capital Market Solutions

Our team specializes in providing a wide range of capital market solutions designed to help businesses efficiently raise capital while navigating regulatory considerations. Whether your needs include mezzanine financing, private placement options, bridge financing, or debtor-in-possession (DIP) financing, we deliver tailored strategies to secure capital quickly and effectively.

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Loan Portfolio Solutions

Leverage our expertise to strategically manage and reduce risk through customized loan portfolio solutions. Our services include forward flow arrangements, bulk loan sales, and credit risk transfers, all designed to minimize your risk exposure while enhancing profitability.

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Merger and Acquisition Advisory

We provide expert support to help businesses across the financial sector navigate complex mergers and acquisitions with confidence. Our extensive experience includes working with banks, credit unions, WealthTech and FinTech companies, and loan origination platforms, assisting them in executing a wide range of M&A transactions effectively and efficiently.

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Bankers Edge Advisory | The Edge in Your Next Capital Markets Transaction

At Bankers Edge Advisory, we recognize the dynamic and ever-changing nature of financial markets and the challenges it may pose for your business. Our expertise lies in delivering tailored debt capital market advisory solutions that optimize your capital-raising strategies, empowering your business to achieve its financial objectives with confidence.

We design tailored, purpose-driven pre-marketing strategies to meet your business’s unique needs. From facilitating private placement opportunities to offering expert loan advisory services, we help you identify and connect with the most suitable lenders across both bank and non-bank private capital sectors.

Our seasoned team brings over 30 years of buy-side and sell-side expertise, combined with deep knowledge of primary and secondary markets. We leverage this experience to deliver optimal solutions tailored to your financial needs.

(248) 953-5163

Your Catalyst for Successfully Raising Capital

Trust our experienced industry professionals to guide you through the complexities of capital raising with expertise and precision.

Unique expertise: With decades of leadership in the financial sector, we bring superior proficiency and strategic insights to every debt capital market advisory engagement.
Tailored solutions: We take a personalized approach to deliver custom financial solutions designed to help you overcome challenges in the capital market and meet your unique financial goals.
Trusted leadership: Our trusted team is led by financial industry veterans who have spent years establishing a reputation for integrity and reliability. We maintain a commitment to consistently upholding the highest standards of excellence and transparency.
Innovative strategies: We consistently monitor the latest capital market trends to stay on the cutting edge. Our innovative approach empowers you to navigate even the most complex financial landscapes with complete confidence.

Guided by Industry Leaders: Meet the Experts Driving Success

The highly skilled and dedicated team from Bankers Edge Advisory includes many industry leaders who have helped companies confidently navigate financial opportunities. Richard Consul and Mitch Vermet are our Managing Directors and the minds behind our expert services.

Richard Consul has partnered with many corporate, banking, and insurance clients and helped them solve a variety of liquidity, risk management, and secondary market challenges. He has over two decades’ worth of experience and domestic and international secondary market expertise from working as a Senior Portfolio Manager and Fixed-Income, Currency, and Commodities Strategist.

Richard Consul, CFA

Managing Partner

Meet Richard

Mitch Vermet has assisted clients from various sectors by crafting strategic asset liability management solutions that have helped them manage risks and better structure their balance sheets. He has ten years of experience working closely with clients in institutional asset management and investment banking and has been on teams responsible for the allocation of over $30 billion in institutional capital.

Mitch Vermet, CFA, CAIA

Managing Partner

Meet Mitch

Your Debt Capital Market Advisory Experts | Bankers Edge Advisory

Bankers Edge Advisory is the partner you can count on for well-developed debt capital market advisory solutions. With our deep expertise across a range of debt structures, strategic relationships with capital providers, client-driven approach, and proven track record, you can depend on our team to be your confident guide.

Allow us to recommend the right options for your company’s capital-raising efforts and help you achieve a more favorable financial position. Contact us today at (248) 953-5163, schedule an appointment here, or fill out our online form to get started.

Your Trusted Partner in Debt Capital Market Solutions

Customized Capabilities | Our Services

Capital Market Solutions

Loan Portfolio Solutions

Merger and Acquisition Advisory

Capital Market Solutions

Loan Portfolio Solutions

Merger and Acquisitions Advisory

Bankers Edge Advisory | The Edge in Your Next Capital Markets Transaction

(248) 953-5163

Your Catalyst for Successfully Raising Capital

Guided by Industry Leaders: Meet the Experts Driving Success

Richard Consul, CFA

Managing Partner

Mitch Vermet, CFA, CAIA

Managing Partner

Your Debt Capital Market Advisory Experts | Bankers Edge Advisory

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