Financial Strategies Group
Expert solutions tailored to depositories
We leverage our intellectual capital to provide a holistic approach to balance sheet management, focused on building core franchise value and value-added strategies.
55+
Speaking engagements at industry conferences, regional banking associations and forums in 2022
30+
Dedicated professionals across
the U.S.
10+
Average years of experience working with financial institutions
What we do
Complementary tactical expertise & advisory culture
- Fixed income and derivatives: expertise in macroeconomics, strategic analytics, and hedging strategies
- Deep understanding of balance sheet management and risk mitigation strategies
Holistic approach to balance sheet management
- Custom solutions to help management teams build franchise value
- Assessment of options within the context of overall balance sheet
- Focus on earnings, interest rate risk, liquidity and capital
Collaboration with management
- Annual strategic planning summits, quarterly balance sheet reviews, as well as ALCO, investment committee and board education
- Asset / liability modeling and budget planning
- Strategic opportunities in mergers, acquisitions and capital raising
- Investment portfolio analytics & strategy
- Pre-trade documentation and ongoing regulatory surveillance
Exposure to industry
- National platform provides deep insight into industry trends across fixed income, investment banking and capital markets
- Dozens of industry conferences, regional banking associations and forums each year
- Countless authored distributions including publications in trade journals, multimedia news
News & Insights
Piper Sandler receives 2023 NAFCU Innovation Award for dynamic Balance Sheet Efficiency Model
Scott Hildenbrand explains how community financial institutions are morphing to improve liquidity on the BankTalk Podcast
Scott Hildenbrand, Piper Sandler chief balance sheet strategist, quoted in Financial Times article titled, "America needs to support its small banks"
Scott Hildenbrand, head of financial strategies, talks the massive shift underway in the U.S. banking system on Bloomberg's 'Odd Lots' podcast
Why partner with us?
We draw upon our expertise in macroeconomics, strategy and fixed income securities, along with our comprehensive modeling capabilities of assets, liabilities and interest rate derivatives to provide in-depth portfolio analysis and advisory services, ideas, market research and customized cash flow analysis. Our group is also highly collaborative with our investment banking, capital markets and fixed income trading teams, providing tailored solutions for your unique needs.
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