Financial Advisory
Atus Group helps firms navigate complex market challenges and regulatory landscapes, ensuring your business achieves sustainable growth and operational excellence.
Focused on helping management teams drive growth while managing market risks.
At Atus Group Inc., we offer Management Consulting and Strategic Consulting tailored for financial institutions, real estate companies, investment management firms, and mortgage originators. We support entities in advancing strategic growth initiatives and enhancing management effectiveness. Real estate companies benefit from our expertise in acquisitions, asset management, and portfolio optimization, ensuring each aspect of their operations aligns with strategic financial goals and maximizes investment returns. Investment management firms receive comprehensive advice on portfolio diversification, investment analysis, and strategic asset allocation, positioning them to capitalize on market opportunities and meet investor expectations.
We provide assistance to mortgage originators by refining their loan origination processes and strategies to improve efficiency and market competitiveness. For financial institutions, we deliver strategic insights to enhance operational processes, risk management, and compliance frameworks, equipping them to navigate complex regulatory environments and achieve sustainable growth. Integrated with our robust services in treasury and risk management, our consulting solutions provide a holistic approach to boosting operational efficiency and achieving strategic success across the financial sector.
Financial Institution, Lender and Asset Manager Services
Focused on helping management teams drive growth, complete transactions and manage market risks. Client focus includes mortgage funds, REITs, Credit Unions and Banks.
Regulatory Capital Strategy and Optimization: Assist in navigating the regulatory landscape, offering strategies to optimize capital in compliance with regulatory requirements. Our approach focuses on improving capital efficiency and risk-weighted asset optimization to ensuring that financial institutions are well-positioned to leverage growth opportunities, drive earnings through treasury decisions and maintain regulatory standards.
Interest Rate and Liquidity Risk Management: Working closely with entities to model and budget market exposures and financial market risks. All firms that have exposure to leverage, interest rates and bond yields are susceptible to market shocks and our systems create monitoring and risk management tools for management teams to understand their risk exposure and put solutions in place to manage it.
Loan Portfolio Transactions and Syndication: Facilitate strategic loan portfolio purchase and sale transactions and syndication processes, maximizing value and diversifying risk. Our expertise covers deal structuring, due diligence, and execution, aiding in the seamless transfer of assets and securing financing through syndicated loan markets.
Internal Audit of Financial Policies and Systems: We offer internal audit services tailored to evaluate and improve the effectiveness of your risk management, control, and governance processes. Our audits provide independent assurance that your financial policies and systems are robust, compliant, and aligned with industry best practices.
Treasury and Capital Markets Management
We provide value add advisory serviced for financial entities and asset management firms with a focus on driving revenue and profitability.
Treasury and Capital Market Consulting: Our team offers expert guidance on optimizing treasury operations and capital market activities, enhancing financial performance through capital markets instruments including fixed income, swaps, hedging and specialized instruments used to enhance returns and manage business risks. We help clients navigate banking relationships and complex markets to achieve liquidity, funding, and capital efficiency.
Interest Rate and Liquidity Risk Management: We specialize in developing and implementing risk management frameworks that track, address and stress test interest rate variability and liquidity challenges. Our solutions are designed to protect earnings and capital from fluctuating interest rates, ensuring sustainable returns under various market conditions.
Creation of Enterprise Risk Management Systems and Policies: Design and implement comprehensive enterprise risk management (ERM) systems and policies tailored to your institution's unique risk profile. Our services enhance risk identification, assessment, monitoring, and mitigation, ensuring a holistic and integrated approach to managing financial, operational, and strategic risks.
Internal Audit of Financial Policies and Systems: Conduct thorough internal audits of financial policies and systems to identify areas of improvement, ensure compliance with regulatory standards, and mitigate risks. Our internal audit services provide insights into the effectiveness of financial controls, offering recommendations to strengthen governance and operational efficiency.
Creation of Enterprise Risk Management Systems and Policies: Our services include the development of robust ERM frameworks that align with your strategic goals, providing a comprehensive approach to risk identification, assessment, mitigation, and monitoring across all levels of the organization.
“I have spent my career in corporate accounting and finance for public companies, regulated firms and as a management consultant across multiple industries. The partners and I at Atus Group have the knowledge and experience to help your business achieve its goals while driving profitability and industry best practices”
Brian Suta, CPA
