Increasingly our clients find the need for a retained long-term strategic capital planning advisor. For organizations looking to partner with a strategic and analytically focused firm, Callowhill has the expertise and resources to provide analysis, review and assistance with ongoing capital planning initiatives. Our activities often include:

• Regularly evaluating use of capital resources and financial position as part of ongoing project considerations and financial performance

• Developing, monitoring, and updating multi-year operational and capital planning models used to support the broader capital planning and strategic planning process

• Serving as an extension of the institution’s finance team as an extension of its capabilities in these areas, and be available for ongoing access to data, analysis, presentation, and discussion

• Review and monitoring of debt portfolio

• Strategic evaluation of capital resources and debt financing

• Financial planning and modeling (project modeling, pro formas, ratio analysis)

• Policy development and reporting

• Credit rating management